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3,764 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, 1,579 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: 3,6443,764 (+120)

8% less repeat investments, than reductions

Existing positions increased: 1,447 | Existing positions reduced: 1,579

1.06% less ownership

Funds ownership: 79.11%78.04% (-1.1%)

Holders
3,764
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
S
2001
Storgate
Texas
$1.13M
BWA
2002
Blodgett Wealth Advisors
California
$1.12M
GWA
2003
Gratus Wealth Advisors
Virginia
$1.12M
BFS
2004
BridgePort Financial Solutions
Iowa
$1.12M
CTA
2005
Colonial Trust Advisors
South Carolina
$1.12M
GS
2006
GTS Securities
New York
$1.12M
FFG
2007
Frisch Financial Group
New York
$1.12M
DBFM
2008
Dickmeyer Boyce Financial Management
Indiana
$1.11M
MAM
2009
Milestone Asset Management
Pennsylvania
$1.11M
AWMG
2010
Alliance Wealth Management Group
New Jersey
$1.11M
TCM
2011
Towercrest Capital Management
Pennsylvania
$1.11M
AGP
2012
Autumn Glory Partners
Texas
$1.11M
AP
2013
Anchyra Partners
Georgia
$1.11M
VAM
2014
Verity Asset Management
North Carolina
$1.11M
PWM
2015
Pines Wealth Management
North Carolina
$1.11M
AWC
2016
Abundance Wealth Counselors
Pennsylvania
$1.1M
FC
2017
Farringdon Capital
United Kingdom
$1.1M
CLA
2018
Carnegie Lake Advisors
New Jersey
$1.1M
PIMG
2019
Patriot Investment Management Group
Tennessee
$1.09M
GC
2020
Gilbert & Cook
Iowa
$1.09M
DWM
2021
Drive Wealth Management
Utah
$1.09M
LAI
2022
Legal Advantage Investments
California
$1.09M
FBB
2023
Fulton Breakefield Broenniman
Maryland
$1.09M
PCA
2024
Peddock Capital Advisors
Massachusetts
$1.09M
CT
2025
Colonial Trust
South Carolina
$1.09M