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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
OCAM
2201
Onex Canada Asset Management
Ontario, Canada
$878K
TF
2202
Trek Financial
Arizona
$877K
BWL
2203
Bogart Wealth LLC
Virginia
$876K
UAML
2204
US Asset Management LLC
Pennsylvania
$875K
CIM
2205
Cambria Investment Management
California
$875K
GWI
2206
Grace & White Inc
New York
$874K
WI
2207
WrapManager Inc
California
$873K
RPGK
2208
Retirement Planning Group (Kansas)
Kansas
$871K
CA
2209
Crumly & Associates
Illinois
$870K
NCM
2210
Neumann Capital Management
California
$869K
AIM
2211
Axiom Investment Management
New York
$868K
AA
2212
Advisory Alpha
Michigan
$867K
FWM
2213
Focused Wealth Management
New York
$866K
JWBC
2214
J.W. Burns & Co
New York
$866K
RPWA
2215
Regent Peak Wealth Advisors
Georgia
$865K
SWMP
2216
Signature Wealth Management Partners
New Jersey
$864K
AFC
2217
AFT Forsyth & Company
Florida
$863K
CUAMC
2218
China Universal Asset Management Company
China
$862K
FH
2219
Financial Harvest
Florida
$861K
CM
2220
Cercano Management
Washington
$861K
AIA
2221
Affinity Investment Advisors
California
$859K
MEAC
2222
M.E. Allison & Co
Texas
$859K
TP
2223
Thayer Partners
Pennsylvania
$857K
CBT
2224
Crews Bank & Trust
Florida
$857K
BBFA
2225
Brindle & Bay Financial Advisors
Texas
$853K