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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
BHBT
1426
Burke & Herbert Bank & Trust
Virginia
$2.56M
FBC
1427
Fairfield, Bush & Co
Connecticut
$2.56M
IWA
1428
IVC Wealth Advisors
Pennsylvania
$2.55M
MNBTD
1429
Moody National Bank Trust Division
Texas
$2.55M
CAM
1430
Cozad Asset Management
Illinois
$2.55M
GWP
1431
Gen-Wealth Partners
Michigan
$2.53M
CBA
1432
Coastal Bridge Advisors
Connecticut
$2.53M
BOPW
1433
Brandywine Oak Private Wealth
Pennsylvania
$2.52M
RCIM
1434
Red Cedar Investment Management
Michigan
$2.52M
WA
1435
Waddell & Associates
Tennessee
$2.52M
IIL
1436
Insight Inv LLC
California
$2.51M
SWM
1437
Silverlake Wealth Management
Vermont
$2.51M
SCM
1438
Stonebridge Capital Management
California
$2.5M
CWM
1439
Calamos Wealth Management
Illinois
$2.5M
GWM
1440
Geneos Wealth Management
Colorado
$2.5M
AIM
1441
Advyzon Investment Management
Illinois
$2.48M
OIC
1442
Orion Investment Company
Missouri
$2.47M
NLP
1443
Next Level Private
New York
$2.47M
OBWG
1444
Onyx Bridge Wealth Group
New York
$2.45M
PA
1445
Probity Advisors
Texas
$2.44M
PIWA
1446
Prevail Innovative Wealth Advisors
Kansas
$2.44M
FIA
1447
Foundations Investment Advisors
Arizona
$2.44M
FCT
1448
Family Capital Trust
Massachusetts
$2.43M
HAG
1449
HighPoint Advisor Group
Illinois
$2.43M
JWM
1450
Jeppson Wealth Management
California
$2.43M