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3,770 hedge funds and large institutions have $234B invested in Merck in 2026 Q1 according to their latest regulatory filings, with 313 funds opening new positions, 1,448 increasing their positions, 1,582 reducing their positions, and 122 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: 3,6463,770 (+124)

8% less repeat investments, than reductions

Existing positions increased: 1,448 | Existing positions reduced: 1,582

1.07% less ownership

Funds ownership: 79.11%78.04% (-1.1%)

Holders
3,770
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
MPI
926
Mairs & Power Inc
Minnesota
$6.06M
RWM
927
Rockline Wealth Management
New York
$6.05M
IWS
928
Insight Wealth Strategies
California
$6.05M
VCM
929
Violich Capital Management
California
$6.05M
PTC
930
Private Trust Company
Ohio
$6.03M
IFG
931
Independent Financial Group
California
$6.03M
BHWA
932
Beacon Harbor Wealth Advisors
Virginia
$6M
FSA
933
Financial Sense Advisors
California
$6M
MLL
934
Moody Lynn & Lieberson
Massachusetts
$5.99M
ET
935
Equitable Trust
Tennessee
$5.98M
HWA
936
Heritage Wealth Advisors
Virginia
$5.97M
ACM
937
Alpha Capital Management
Texas
$5.95M
NC
938
NewSquare Capital
Pennsylvania
$5.95M
FMWA
939
Forvis Mazars Wealth Advisors
Missouri
$5.92M
AC
940
AlphaCore Capital
California
$5.92M
NC
941
Nicholas Company
Wisconsin
$5.91M
HSA
942
HBK Sorce Advisory
Pennsylvania
$5.91M
MWM
943
Modera Wealth Management
New Jersey
$5.9M
BTI
944
Blue Trust Inc
Georgia
$5.89M
MCM
945
Mengis Capital Management
Oregon
$5.88M
BP
946
Ballentine Partners
Massachusetts
$5.88M
VCA
947
Verdence Capital Advisors
Maryland
$5.86M
NIM
948
Northeast Investment Management
Massachusetts
$5.86M
SFM
949
Sphera Funds Management
Israel
$5.85M
PEAK6
950
PEAK6
Illinois
$5.84M