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3,763 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: 3,6443,763 (+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
3,763
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
PMA
1301
Prudent Man Advisors
Illinois
$3.04M
BFM
1302
Boothbay Fund Management
New York
$3.04M
KFI
1303
Key Financial Inc
Pennsylvania
$3.03M
AWM
1304
Allen Wealth Management
North Carolina
$3.03M
CPC
1305
CFC Planning Company
Indiana
$3.02M
EIP
1306
Ellis Investment Partners
Pennsylvania
$3.02M
LWP
1307
LMG Wealth Partners
Louisiana
$3.02M
CV
1308
Counterweight Ventures
North Carolina
$3.02M
UF
1309
Univest Financial
Pennsylvania
$3.01M
AF
1310
Ally Financial
Michigan
$3.01M
BAMCO Inc
1311
BAMCO Inc
New York
$3.01M
MSA
1312
Marino Stram & Associates
Massachusetts
$3M
AA
1313
Argent Advisors
Louisiana
$2.98M
LWL
1314
Leo Wealth LLC
Texas
$2.98M
MCWS
1315
McKinley Carter Wealth Services
West Virginia
$2.98M
PMWMG
1316
Parr McKnight Wealth Management Group
Minnesota
$2.97M
VIA
1317
Victrix Investment Advisors
Florida
$2.97M
PHS
1318
Pekin Hardy Strauss
Illinois
$2.97M
AA
1319
Armis Advisers
Georgia
$2.96M
LTAS
1320
Linden Thomas Advisory Services
North Carolina
$2.95M
RMDI
1321
R.M. Davis Inc
Maine
$2.95M
DWM
1322
Diversify Wealth Management
Utah
$2.95M
B
1323
Bailard
California
$2.95M
TIM
1324
Thompson Investment Management
Wisconsin
$2.94M
MA
1325
MCF Advisors
Kentucky
$2.94M