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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
MSA
801
MUFG Securities Americas
New York
$8.26M
NEAM
802
New England Asset Management
Connecticut
$8.22M
MHIC
803
Marble Harbor Investment Counsel
Massachusetts
$8.18M
FAB
804
First American Bank
Illinois
$8.15M
SGI
805
Summit Global Investments
Utah
$8.13M
PCA
806
Pallas Capital Advisors
Massachusetts
$8.12M
LA
807
Lifeworks Advisors
Michigan
$8.12M
Kayne Anderson Rudnick Investment Management
808
Kayne Anderson Rudnick Investment Management
California
$8.12M
SAM
809
Securian Asset Management
Minnesota
$8.1M
Kovitz Investment Group Partners
810
Kovitz Investment Group Partners
Illinois
$8.03M
SP
811
Stablepoint Partners
Massachusetts
$8.02M
NW
812
NewEdge Wealth
Pennsylvania
$8.01M
BRM
813
Boston Research & Management
Massachusetts
$8.01M
IGAM
814
iA Global Asset Management
Quebec, Canada
$8.01M
GIA
815
Guyasuta Investment Advisors
Pennsylvania
$8.01M
AIS
816
American Investment Services
Massachusetts
$8M
FSA
817
Financial Security Advisor
Virginia
$7.99M
SWP
818
Sagespring Wealth Partners
Tennessee
$7.98M
KRSITF
819
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.98M
RWA
820
Roberts Wealth Advisors
California
$7.97M
DSC
821
Duncker Streett & Co
Missouri
$7.96M
AIM
822
Anchor Investment Management
South Carolina
$7.88M
PT
823
Plimoth Trust
Massachusetts
$7.82M
GI
824
GAMCO Investors
Connecticut
$7.79M
SVWAG
825
Sound View Wealth Advisors Group
Georgia
$7.76M