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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
DE
1676
Diversified Enterprises
Delaware
$1.7M
TBT
1677
Texas Bank & Trust
Texas
$1.7M
CIA
1678
Cladis Investment Advisory
Montana
$1.7M
BSA
1679
Bull Street Advisors
Georgia
$1.7M
LAM
1680
L2 Asset Management
Massachusetts
$1.7M
IWA
1681
Icon Wealth Advisors
Texas
$1.69M
CSB
1682
City State Bank
Iowa
$1.69M
VHAM
1683
Van Hulzen Asset Management
California
$1.69M
DCM
1684
DGS Capital Management
New Jersey
$1.69M
LC
1685
Lavaca Capital
Texas
$1.69M
SFG
1686
SageGuard Financial Group
Tennessee
$1.69M
MFP
1687
Meridian Financial Partners
Virginia
$1.68M
EWM
1688
Evermay Wealth Management
Virginia
$1.68M
AA
1689
Auxano Advisors
Washington
$1.68M
CRB
1690
Chad R. Baker
$1.68M
LWMNY
1691
Landmark Wealth Management (New York)
New York
$1.68M
FC
1692
Fjell Capital
North Dakota
$1.68M
BHPW
1693
Beverly Hills Private Wealth
California
$1.67M
CWS
1694
Cypress Wealth Services
California
$1.67M
CL
1695
CSS LLC
Illinois
$1.67M
HCM
1696
Hodges Capital Management
Texas
$1.67M
KCM
1697
Kanawha Capital Management
Virginia
$1.66M
PCM
1698
Payne Capital Management
New York
$1.66M
Q
1699
QVR
California
$1.65M
EPIM
1700
Evelyn Partners Investment Management
$1.65M