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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
IA
1201
IFP Advisors
Florida
$3.57M
DF
1202
Donoghue Forlines
Massachusetts
$3.57M
CFSG
1203
Community Financial Services Group
Vermont
$3.57M
GIC
1204
Generali Investments CEE
Czech Republic
$3.56M
WKWM
1205
Walter & Keenan Wealth Management
Indiana
$3.54M
HIC
1206
Harvey Investment Company
Kentucky
$3.52M
CBT
1207
Central Bank & Trust
Kentucky
$3.52M
CCM
1208
Chilton Capital Management
Texas
$3.52M
FBT
1209
First Bankers Trust
Kentucky
$3.51M
RCAG
1210
Rehmann Capital Advisory Group
Michigan
$3.51M
PA
1211
PFG Advisors
Arizona
$3.5M
VA
1212
VestGen Advisors
Illinois
$3.5M
CCWM
1213
Cassaday & Co Wealth Management
Virginia
$3.49M
ISWM
1214
Independent Solutions Wealth Management
New York
$3.49M
GC
1215
Gould Capital
Washington
$3.49M
PIMJS
1216
PKO Investment Management Joint-Stock
Poland
$3.49M
KCM
1217
Kathmere Capital Management
Pennsylvania
$3.48M
WAM
1218
Werlinich Asset Management
Connecticut
$3.47M
NDSI
1219
Newman Dignan & Sheerar Inc
Rhode Island
$3.46M
MCC
1220
Malaga Cove Capital
California
$3.45M
JPMIA
1221
J.P. Marvel Investment Advisors
Massachusetts
$3.45M
GWM
1222
Glass Wealth Management
Texas
$3.45M
HWMO
1223
Heritage Wealth Management (Ohio)
Ohio
$3.44M
AI
1224
Arvest Investments
Arkansas
$3.44M
SIC
1225
Shoker Investment Counsel
Ohio
$3.44M