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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
ACS
1126
Archford Capital Strategies
Illinois
$4.13M
NP
1127
NorthRock Partners
Minnesota
$4.12M
CCWA
1128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.12M
BHA
1129
Beech Hill Advisors
New York
$4.09M
LCM
1130
Legato Capital Management
California
$4.08M
OPW
1131
Osprey Private Wealth
New York
$4.07M
CT
1132
Coastline Trust
Rhode Island
$4.06M
VWA
1133
Visionary Wealth Advisors
Illinois
$4.06M
PA
1134
Profund Advisors
Maryland
$4.06M
LWA
1135
Lineweaver Wealth Advisors
Ohio
$4.05M
BT
1136
Banque Transatlantique
France
$4.02M
HIC
1137
Holderness Investments Company
North Carolina
$3.98M
BLC
1138
Brown, Lisle/Cummings
Rhode Island
$3.98M
ISFAN
1139
Investor's Fiduciary Advisor Network
Washington
$3.97M
KC
1140
KCM Capital
Kansas
$3.97M
SFP
1141
Shepherd Financial Partners
Massachusetts
$3.96M
NL
1142
NVWM LLC
Pennsylvania
$3.96M
MAM
1143
Morse Asset Management
Connecticut
$3.95M
AOWM
1144
Alpha Omega Wealth Management
Virginia
$3.94M
GWM
1145
GSB Wealth Management
Connecticut
$3.94M
STAS
1146
Strong Tower Advisory Services
Minnesota
$3.93M
LWM
1147
Lodestone Wealth Management
Washington
$3.91M
DI
1148
DKRT Investments
$3.91M
MFGM
1149
Marshall Financial Group (Maryland)
Maryland
$3.9M
MBTD
1150
Mechanics Bank - Trust Department
California
$3.9M