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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
CIM
2201
Cambria Investment Management
California
$875K
GWI
2202
Grace & White Inc
New York
$874K
WI
2203
WrapManager Inc
California
$873K
RPGK
2204
Retirement Planning Group (Kansas)
Kansas
$871K
CA
2205
Crumly & Associates
Illinois
$870K
NCM
2206
Neumann Capital Management
California
$869K
AIM
2207
Axiom Investment Management
New York
$868K
AA
2208
Advisory Alpha
Michigan
$867K
FWM
2209
Focused Wealth Management
New York
$866K
JWBC
2210
J.W. Burns & Co
New York
$866K
RPWA
2211
Regent Peak Wealth Advisors
Georgia
$865K
SWMP
2212
Signature Wealth Management Partners
New Jersey
$864K
AFC
2213
AFT Forsyth & Company
Florida
$863K
CUAMC
2214
China Universal Asset Management Company
China
$862K
FH
2215
Financial Harvest
Florida
$861K
CM
2216
Cercano Management
Washington
$861K
AIA
2217
Affinity Investment Advisors
California
$859K
MEAC
2218
M.E. Allison & Co
Texas
$859K
TP
2219
Thayer Partners
Pennsylvania
$857K
CBT
2220
Crews Bank & Trust
Florida
$857K
BBFA
2221
Brindle & Bay Financial Advisors
Texas
$853K
SIA
2222
Strategic Investment Advisors
Michigan
$853K
CL
2223
COWA LLC
Oklahoma
$852K
RWS
2224
Resolute Wealth Strategies
Mississippi
$851K
OPA
2225
Old Port Advisors
Maine
$849K