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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
CI
1351
Cigna Investments
Connecticut
$2.85M
BFA
1352
Brendel Financial Advisors
New Hampshire
$2.85M
AG
1353
AlTi Global
New York
$2.85M
MWM
1354
Massachusetts Wealth Management
Massachusetts
$2.84M
EI
1355
Ellevest Inc
New York
$2.84M
GCM
1356
Gator Capital Management
Florida
$2.82M
OPTFSNA
1357
Old Point Trust & Financial Services N A
Virginia
$2.82M
LC
1358
Lawood & Co
Pennsylvania
$2.82M
NFG
1359
Nations Financial Group
Iowa
$2.82M
CA
1360
Callahan Advisors
Texas
$2.82M
MMPW
1361
Mitchell McLeod Pugh & Williams
Alabama
$2.81M
FAM
1362
Fulcrum Asset Management
United Kingdom
$2.81M
WSC
1363
Wellington Shields & Co
New York
$2.8M
ZF
1364
Zhang Financial
Michigan
$2.8M
IA
1365
IAM Advisory
Pennsylvania
$2.8M
MCM
1366
MV Capital Management
Maryland
$2.78M
WA
1367
Wealth Alliance
New York
$2.77M
BCM
1368
Birmingham Capital Management
Alabama
$2.76M
ORG
1369
Optimist Retirement Group
Washington
$2.75M
KFGK
1370
Keystone Financial Group (Kentucky)
Kentucky
$2.74M
CSA
1371
Cornerstone Select Advisors
Missouri
$2.74M
PWP
1372
Precedent Wealth Partners
Texas
$2.74M
BMWM
1373
Brown Miller Wealth Management
Virginia
$2.73M
JAG
1374
Journey Advisory Group
Kentucky
$2.73M
MIA
1375
MMBG Investment Advisors
Florida
$2.73M