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3,762 hedge funds and large institutions have $234B invested in Merck in 2026 Q1 according to their latest regulatory filings, with 310 funds opening new positions, 1,447 increasing their positions, 1,578 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: 3,6433,762 (+119)

8% less repeat investments, than reductions

Existing positions increased: 1,447 | Existing positions reduced: 1,578

1.09% less ownership

Funds ownership: 79.11%78.01% (-1.1%)

Holders
3,762
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
Name Holding Trade Value Shares
Change
Change in
Stake
VA
551
Vident Advisory
Georgia
$16.8M
BG
552
Bollard Group
Massachusetts
$16.7M
MA
553
Montag & Associates
Georgia
$16.7M
LOAMS
554
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.6M
USCWA
555
U.S. Capital Wealth Advisors
Texas
$16.5M
FSA
556
Franklin Street Advisors
North Carolina
$16.5M
BSL
557
Blue Sparrow LLC
Delaware
$16.5M
SW
558
SteelPeak Wealth
California
$16.5M
EGA
559
Eagle Global Advisors
Texas
$16.5M
SCA
560
Snowden Capital Advisors
New York
$16.4M
Dodge & Cox
561
Dodge & Cox
California
$16.4M
NCM
562
Noesis Capital Mangement
Florida
$16.3M
PMAM
563
Picton Mahoney Asset Management
Ontario, Canada
$16.3M
KWM
564
Kingsview Wealth Management
Oregon
$16.2M
CCM
565
Coldstream Capital Management
Washington
$16.1M
MGP
566
Metis Global Partners
California
$16.1M
BFA
567
Bragg Financial Advisors
North Carolina
$16M
WTB
568
Washington Trust Bank
Washington
$15.9M
ACIM
569
Azimuth Capital Investment Management
Michigan
$15.9M
BPWM
570
Badgley Phelps Wealth Managers
Washington
$15.9M
DMC
571
Drexel Morgan & Co
Pennsylvania
$15.9M
WFAG
572
Wescott Financial Advisory Group
Pennsylvania
$15.9M
Los Angeles Capital Management
573
Los Angeles Capital Management
California
$15.8M
WAS
574
Wesleyan Assurance Society
United Kingdom
$15.8M
AIM
575
Achmea Investment Management
Netherlands
$15.8M