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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
AWA
1251
Aaron Wealth Advisors
Illinois
$3.27M
LC
1252
LCNB Corp
Ohio
$3.27M
IAIM
1253
International Assets Investment Management
Florida
$3.26M
WC
1254
Waterloo Capital
Texas
$3.26M
CC
1255
Chicago Capital
Illinois
$3.25M
ANBT
1256
American National Bank & Trust
Texas
$3.25M
BWP
1257
Burling Wealth Partners
Illinois
$3.24M
HAS
1258
HBW Advisory Services
California
$3.24M
RIA
1259
Regal Investment Advisors
Michigan
$3.23M
FMI
1260
Frec Markets Inc
California
$3.23M
EIA
1261
Emerald Investment Advisers
Pennsylvania
$3.22M
TCWA
1262
Turtle Creek Wealth Advisors
Texas
$3.22M
MJRIC
1263
Mogy Joel R Investment Counsel
California
$3.21M
BAM
1264
Belpointe Asset Management
Nevada
$3.21M
EL
1265
Essex LLC
Illinois
$3.2M
BFC
1266
Blue Fin Capital
Rhode Island
$3.2M
BIAS
1267
Beacon Investment Advisory Services
New Jersey
$3.2M
NERM
1268
New England Research & Management
Illinois
$3.19M
WPC
1269
Wedmont Private Capital
Pennsylvania
$3.19M
SAM
1270
Secure Asset Management
Michigan
$3.16M
WG
1271
Wellington Group
Indiana
$3.16M
CRIG
1272
Charter Research & Investment Group
Connecticut
$3.16M
CIAS
1273
CFS Investment Advisory Services
New Jersey
$3.15M
FNBTCON
1274
First National Bank & Trust Co of Newtown
Pennsylvania
$3.15M
ZIC
1275
ZWJ Investment Counsel
Georgia
$3.14M