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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
LSA
601
Leonteq Securities AG
Switzerland
$14.5M
BF
602
BOK Financial
Oklahoma
$14.3M
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$14.2M
HAI
604
Hennessy Advisors Inc
California
$14.2M
AAM
605
Auxier Asset Management
Oregon
$14.1M
MYIA
606
Mount Yale Investment Advisors
Colorado
$14.1M
MGIA
607
Matthew Goff Investment Advisor
Texas
$14M
LSA
608
L & S Advisors
California
$14M
FVWA
609
Foster Victor Wealth Advisors
South Carolina
$14M
GIA
610
GHP Investment Advisors
Colorado
$13.9M
TE
611
Tema ETFs
New York
$13.9M
BCM
612
Brookstone Capital Management
Illinois
$13.9M
BS
613
Banco Santander
Spain
$13.9M
SAM
614
SP Asset Management
California
$13.9M
WAG
615
Wallace Advisory Group
California
$13.9M
CAG
616
Crestwood Advisors Group
Massachusetts
$13.9M
TCIIS
617
TIAA-CREF Individual & Institutional Services
New York
$13.8M
CB
618
Community Bank
New York
$13.8M
RDWM
619
Red Door Wealth Management
Tennessee
$13.8M
NMERB
620
New Mexico Educational Retirement Board
New Mexico
$13.8M
OIMU
621
Osmosis Investment Management UK
United Kingdom
$13.8M
IWC
622
Integrated Wealth Concepts
Massachusetts
$13.7M
CAM
623
Claret Asset Management
Quebec, Canada
$13.7M
FNBOO
624
First National Bank of Omaha
Nebraska
$13.7M
CFO
625
Callan Family Office
Pennsylvania
$13.6M