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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
LWP
1926
LFG Wealth Partners
Kentucky
$1.24M
XWL
1927
XXI Wealth LLC
Illinois
$1.24M
NG
1928
Navigation Group
California
$1.23M
WIA
1929
Westbourne Investment Advisors
Maryland
$1.23M
PCMM
1930
Piedmont Capital Management (Montana)
Montana
$1.23M
FWA
1931
FSM Wealth Advisors
Ohio
$1.23M
MPWS
1932
McCarter Private Wealth Services
Massachusetts
$1.22M
DC
1933
DeDora Capital
California
$1.22M
NME
1934
Notis-McConarty Edward
$1.22M
LCM
1935
Leisure Capital Management
California
$1.22M
UIM
1936
Unified Investment Management
Georgia
$1.22M
PWM
1937
Prentice Wealth Management
New York
$1.22M
PFA
1938
Plotkin Financial Advisors
Maryland
$1.22M
FWC
1939
First Washington Corp
Washington
$1.22M
BB
1940
Burford Brothers
Texas
$1.22M
VWM
1941
Venturi Wealth Management
Texas
$1.22M
LAM
1942
Lynch Asset Management
Pennsylvania
$1.21M
OL
1943
Optas LLC
Texas
$1.21M
LJCM
1944
Lee Johnson Capital Management
Texas
$1.21M
KTC
1945
Kentucky Trust Company
Kentucky
$1.21M
EAM
1946
Everstar Asset Management
North Carolina
$1.21M
HPBT
1947
Hickory Point Bank & Trust
Illinois
$1.21M
BOJHT
1948
Bank of Jackson Hole Trust
Wyoming
$1.21M
MPPW
1949
Mitchell & Pahl Private Wealth
Oklahoma
$1.21M
GWM
1950
Graybill Wealth Management
Illinois
$1.21M