We are live on ! Find out more

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
WMWM
1526
Whitaker-Myers Wealth Managers
Ohio
$2.13M
PJSIMP
1527
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.13M
FAP
1528
Financial Advisory Partners
Florida
$2.12M
BAAM
1529
Baker Avenue Asset Management
California
$2.12M
TWM
1530
Thrive Wealth Management
Pennsylvania
$2.12M
AEPWM
1531
Atlantic Edge Private Wealth Management
Florida
$2.12M
VIA
1532
Virtus Investment Advisers
Connecticut
$2.12M
PP
1533
PDS Planning
Ohio
$2.11M
PPWP
1534
Premier Path Wealth Partners
New Jersey
$2.11M
BWM
1535
BNC Wealth Management
Oregon
$2.11M
SSW
1536
Stone Summit Wealth
Florida
$2.11M
ONSWM
1537
Old North State Wealth Management
North Carolina
$2.11M
MJP
1538
Michael J. Puzo
$2.11M
LF
1539
Lantz Financial
Illinois
$2.11M
WHC
1540
Wulff, Hansen & Co
California
$2.11M
WB
1541
Webster Bank
Connecticut
$2.1M
VPI
1542
Value Partners Investments
Manitoba, Canada
$2.1M
AMIM
1543
Aull & Monroe Investment Management
Alabama
$2.09M
CMP
1544
Christine Messmer PC
Pennsylvania
$2.09M
LS
1545
Livforsakringsbolaget Skandia
Sweden
$2.09M
FAMI
1546
Fideuram Asset Management (Ireland)
$2.09M
NCM
1547
NCM Capital Management
New Jersey
$2.09M
CFWMA
1548
Center for Wealth Management Advisory
Ohio
$2.08M
DA
1549
Doliver Advisors
Texas
$2.07M
BCP
1550
Berkeley Capital Partners
Georgia
$2.07M