3,728 hedge funds and large institutions have $233B invested in Merck in 2026 Q1 according to their latest regulatory filings, with 309 funds opening new positions, 1,433 increasing their positions, 1,561 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

3% more funds holding

Funds holding: 3,6343,728 (+94)

8% less repeat investments, than reductions

Existing positions increased: 1,433 | Existing positions reduced: 1,561

1.51% less ownership

Funds ownership: 79.45%77.94% (-1.5%)

Holders
3,728
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.43B
Puts
$2.78B
Net Calls
Net Calls Change

Top Sellers

1 -$997M
2 -$809M
3 -$605M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$602M
5
Millennium Management
Millennium Management
New York
-$558M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
3551
Mowery & Schoenfeld Wealth Management
Illinois
$87.1K
BGA
3552
Battery Global Advisors
Massachusetts
$87K
BAM
3553
Bellevue Asset Management
Washington
$86.7K
WA
3554
Whipplewood Advisors
Colorado
$86.6K
VWA
3555
Valued Wealth Advisors
Utah
$86.6K
PPP
3556
Prism Planning Partners
Illinois
$86.1K
AP
3557
Aspect Partners
Virginia
$84.6K
GG
3558
Gleason Group
Kentucky
$83.7K
CIR
3559
Clear Investment Research
Georgia
$81.3K
CFG
3560
Clayton Financial Group
Missouri
$81.2K
WAG
3561
Wiser Advisor Group
Arizona
$80K
SFAM
3562
Sawyer Falduto Asset Management
Illinois
$78K
NF
3563
Napier Financial
Massachusetts
$77.6K
IUHSA
3564
Itau Unibanco Holding S.A.
Brazil
$76.5K
TLFA
3565
True Link Financial Advisors
California
$76.5K
RWS
3566
Retirement Wealth Solutions
Wisconsin
$74.3K
Q1WB
3567
Quest 10 Wealth Builders
Virginia
$73.7K
EPIMS
3568
Evelyn Partners Investment Management Services
$73.1K
AF
3569
Align Financial
Minnesota
$73K
CWIG
3570
Chung Wu Investment Group
Texas
$72.2K
CCM
3571
Copeland Capital Management
Pennsylvania
$72.2K
IA
3572
IFS Advisors
Kansas
$71.8K
MAFA
3573
MJT & Associates Financial Advisory
Minnesota
$71.7K
BHWM
3574
Beaird Harris Wealth Management
Texas
$70.7K
IWS
3575
Intentional Wealth Strategies
Colorado
$68.7K