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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
IWA
1426
IVC Wealth Advisors
Pennsylvania
$2.55M
MNBTD
1427
Moody National Bank Trust Division
Texas
$2.55M
CAM
1428
Cozad Asset Management
Illinois
$2.55M
GWP
1429
Gen-Wealth Partners
Michigan
$2.53M
CBA
1430
Coastal Bridge Advisors
Connecticut
$2.53M
BOPW
1431
Brandywine Oak Private Wealth
Pennsylvania
$2.52M
RCIM
1432
Red Cedar Investment Management
Michigan
$2.52M
WA
1433
Waddell & Associates
Tennessee
$2.52M
IIL
1434
Insight Inv LLC
California
$2.51M
SWM
1435
Silverlake Wealth Management
Vermont
$2.51M
SCM
1436
Stonebridge Capital Management
California
$2.5M
CWM
1437
Calamos Wealth Management
Illinois
$2.5M
GWM
1438
Geneos Wealth Management
Colorado
$2.5M
AIM
1439
Advyzon Investment Management
Illinois
$2.48M
OIC
1440
Orion Investment Company
Missouri
$2.47M
NLP
1441
Next Level Private
New York
$2.47M
OBWG
1442
Onyx Bridge Wealth Group
New York
$2.45M
PA
1443
Probity Advisors
Texas
$2.44M
PIWA
1444
Prevail Innovative Wealth Advisors
Kansas
$2.44M
FIA
1445
Foundations Investment Advisors
Arizona
$2.44M
FCT
1446
Family Capital Trust
Massachusetts
$2.43M
HAG
1447
HighPoint Advisor Group
Illinois
$2.43M
JWM
1448
Jeppson Wealth Management
California
$2.43M
SWM
1449
Spire Wealth Management
Virginia
$2.42M
FFS
1450
Flavin Financial Services
Florida
$2.42M