We are live on ! Find out more

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
IWS
926
Insight Wealth Strategies
California
$6.05M
VCM
927
Violich Capital Management
California
$6.05M
PTC
928
Private Trust Company
Ohio
$6.03M
IFG
929
Independent Financial Group
California
$6.03M
BHWA
930
Beacon Harbor Wealth Advisors
Virginia
$6M
FSA
931
Financial Sense Advisors
California
$6M
MLL
932
Moody Lynn & Lieberson
Massachusetts
$5.99M
ET
933
Equitable Trust
Tennessee
$5.98M
HWA
934
Heritage Wealth Advisors
Virginia
$5.97M
ACM
935
Alpha Capital Management
Texas
$5.95M
NC
936
NewSquare Capital
Pennsylvania
$5.95M
FMWA
937
Forvis Mazars Wealth Advisors
Missouri
$5.92M
AC
938
AlphaCore Capital
California
$5.92M
NC
939
Nicholas Company
Wisconsin
$5.91M
HSA
940
HBK Sorce Advisory
Pennsylvania
$5.91M
MWM
941
Modera Wealth Management
New Jersey
$5.9M
BTI
942
Blue Trust Inc
Georgia
$5.89M
MCM
943
Mengis Capital Management
Oregon
$5.88M
BP
944
Ballentine Partners
Massachusetts
$5.88M
VCA
945
Verdence Capital Advisors
Maryland
$5.86M
NIM
946
Northeast Investment Management
Massachusetts
$5.86M
SFM
947
Sphera Funds Management
Israel
$5.85M
PEAK6
948
PEAK6
Illinois
$5.84M
WC
949
Westerkirk Capital
$5.82M
CBB
950
Citizens Business Bank
California
$5.8M