We are live on ! Find out more

3,779 hedge funds and large institutions have $234B invested in Merck in 2026 Q1 according to their latest regulatory filings, with 315 funds opening new positions, 1,452 increasing their positions, 1,582 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 315 | Existing positions closed: 122

23% more call options, than puts

Call options by funds: $3.43B | Put options by funds: $2.78B

14% more funds holding in top 10

Funds holding in top 10: 7788 (+11)

13% more capital invested

Capital invested by funds: $207B → $234B (+$26.7B)

3% more funds holding

Funds holding: 3,6523,779 (+127)

8% less repeat investments, than reductions

Existing positions increased: 1,452 | Existing positions reduced: 1,582

1.06% less ownership

Funds ownership: 79.13%78.06% (-1.1%)

Holders
3,779
Holders Change
+127
Holders Change %
+3.48%
% of All Funds
46.48%
Holding in Top 10
88
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.29%
% of All Funds
1.08%
New
315
Increased
1,452
Reduced
1,582
Closed
122
Calls
$3.43B
Puts
$2.78B
Net Calls
+$651M
Net Calls Change
-$485M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
26
State Farm Mutual Automobile Insurance
Illinois
$1.66B
Amundi
27
Amundi
France
$1.66B +$43.9M +379,861 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.59B +$1.34M +11,637 +0.1%
Deutsche Bank
29
Deutsche Bank
Germany
$1.51B -$28.6M -247,537 -2%
Harris Associates
30
Harris Associates
Illinois
$1.49B -$199M -1,721,772 -12%
Wells Fargo
31
Wells Fargo
California
$1.38B +$46M +398,634 +4%
N
32
Nuveen
North Carolina
$1.21B +$363M +3,141,695 +45%
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.19B +$308M +2,669,101 +31%
AQR Capital Management
34
AQR Capital Management
Connecticut
$1.04B -$303M -2,620,877 -23%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$1.02B -$236M -2,045,828 -19%
Stifel Financial
36
Stifel Financial
Missouri
$997M -$29.5M -255,243 -3%
Barrow, Hanley, Mewhinney & Strauss
37
Barrow, Hanley, Mewhinney & Strauss
Texas
$952M +$14.4M +124,690 +2%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$918M -$51M -441,337 -5%
Barclays
39
Barclays
United Kingdom
$909M +$321M +2,783,832 +58%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$906M -$10.6M -91,391 -1%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$888M -$137M -1,185,318 -14%
Swiss National Bank
42
Swiss National Bank
Switzerland
$876M +$50.9M +440,700 +6%
Swedbank
43
Swedbank
Sweden
$853M -$64.6M -559,960 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$844M +$16.6M +143,632 +2%
Aristotle Capital Management
45
Aristotle Capital Management
California
$829M -$44.6M -386,461 -5%
Raymond James Financial
46
Raymond James Financial
Florida
$792M -$39.6M -343,142 -5%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$754M -$81.1M -702,485 -10%
Jennison Associates
48
Jennison Associates
New York
$752M +$79.6M +689,849 +12%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$696M +$42.8M +370,900 +7%
National Pension Service
50
National Pension Service
South Korea
$693M -$3.16M -27,338 -0.5%

MRK Hedge Fund Activity: Q1 2026 in Review

3,779 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2026, worth a combined $234B — up 13% from $207B a quarter earlier.

Buyers outnumbered sellers: 315 funds opened new MRK positions and 122 closed out — a net gain of 193 holders — while 1,452 added to existing stakes and 1,582 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.74B. The largest seller was Arrowstreet Capital, cutting an estimated $809M.

  • 3,779 institutional investors held Merck (MRK) as of Q1 2026, up from 3,652 in Q4 2025.
  • Funds reported $234B of Merck stock for Q1 2026, up 13% quarter-over-quarter.
  • 315 funds opened new Merck positions in Q1 2026 and 122 closed out, a net change of +193 holders.
  • The largest Merck buyer in Q1 2026 was JP Morgan Chase, an estimated $2.74B added.
  • The largest Merck seller in Q1 2026 was Arrowstreet Capital, an estimated $809M sold.

Based on aggregated 13F filings for Q1 2026.