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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
MK
1001
MASTERINVEST Kapitalanlage
$5.32M
CWS
1002
Confluence Wealth Services
Pennsylvania
$5.32M
EFS
1003
Essex Financial Services
Connecticut
$5.31M
CHAM
1004
Clear Harbor Asset Management
Connecticut
$5.31M
WMA
1005
West Michigan Advisors
Michigan
$5.3M
SCP
1006
Sandhill Capital Partners
New York
$5.3M
SSWM
1007
Smith Salley Wealth Management
North Carolina
$5.28M
MIM
1008
Montgomery Investment Management
Maryland
$5.27M
CT
1009
Chicago Trust
Illinois
$5.27M
CAC
1010
Core Alternative Capital
Georgia
$5.27M
M
1011
Mirova
France
$5.26M
CIP
1012
Castlefield Investment Partners
$5.26M
RWM
1013
Rench Wealth Management
Texas
$5.25M
MDCM
1014
Morgan Dempsey Capital Management
Wisconsin
$5.25M
JIC
1015
Joel Isaacson & Co
New York
$5.23M
BBWA
1016
Bell & Brown Wealth Advisors
California
$5.23M
FPF
1017
First Pacific Financial
Washington
$5.22M
RBC
1018
Romano Brothers & Co
Illinois
$5.22M
SG
1019
StoneX Group
New York
$5.2M
GIM
1020
Generali Investments Management
Slovenia
$5.2M
VVP
1021
Venture Visionary Partners
Ohio
$5.18M
MWM
1022
MOKAN Wealth Management
Kansas
$5.17M
Westfield Capital Management
1023
Westfield Capital Management
Massachusetts
$5.16M
PCMH
1024
Polymer Capital Management (HK)
Hong Kong
$5.12M
PCM
1025
Pincus Capital Management
New York
$5.11M