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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
KIM
1501
Kestra Investment Management
Texas
$2.24M
CIA
1502
Caerus Investment Advisors
Texas
$2.23M
TC
1503
TownSquare Capital
Utah
$2.23M
AC
1504
Avestar Capital
New York
$2.23M
FCCM
1505
First City Capital Management
Georgia
$2.23M
FCM
1506
Fourpath Capital Management
Oklahoma
$2.22M
AIM
1507
Avity Investment Management
Connecticut
$2.21M
RGF
1508
Retirement Guys Formula
Ohio
$2.2M
GLLW
1509
Graves Light Lenhart Wealth
Virginia
$2.2M
OIM
1510
Orca Investment Management
Oregon
$2.19M
TCBWMS
1511
Texas Capital Bank Wealth Management Services
Texas
$2.19M
HHCP
1512
Hilton Head Capital Partners
South Carolina
$2.19M
NPT
1513
National Philanthropic Trust
Pennsylvania
$2.19M
FIM
1514
Fruth Investment Management
Texas
$2.18M
W
1515
Wealthquest
Ohio
$2.17M
KSB
1516
Kennebec Savings Bank
Maine
$2.17M
QIM
1517
Quest Investment Management
Oregon
$2.17M
BWP
1518
BSW Wealth Partners
Colorado
$2.16M
PE
1519
PCM Encore
Colorado
$2.16M
WPP
1520
Whalerock Point Partners
Rhode Island
$2.15M
CIA
1521
Compass Ion Advisors
Pennsylvania
$2.14M
TFS
1522
Thoroughbred Financial Services
Tennessee
$2.14M
GAG
1523
GM Advisory Group
New York
$2.14M
WMWM
1524
Whitaker-Myers Wealth Managers
Ohio
$2.13M
PJSIMP
1525
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.13M