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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
CTC
2226
Cetera Trust Company
Minnesota
$849K
DWAM
2227
Duncan Williams Asset Management
Tennessee
$848K
SWA
2228
SOA Wealth Advisors
New York
$848K
LF
2229
LifePlan Financial
Minnesota
$847K
JSL
2230
JT Stratford LLC
Georgia
$846K
CG
2231
Curat Global
New Hampshire
$844K
RBWA
2232
RFG - Bristol Wealth Advisors
Massachusetts
$844K
CSPIA
2233
Cary Street Partners Investment Advisory
Virginia
$840K
RFG
2234
RFP Financial Group
Georgia
$840K
WSCM
2235
Wellington Shields Capital Management
New York
$839K
AF
2236
Arrow Financial
New York
$838K
CPW
2237
Cove Private Wealth
New York
$838K
FPCP
2238
Fort Point Capital Partners
California
$837K
BWP
2239
Balboa Wealth Partners
Arizona
$836K
TWP
2240
Tempus Wealth Planning
California
$834K
PPC
2241
Park Place Capital
Alabama
$834K
MCM
2242
Morton Capital Management
California
$834K
WCM
2243
Washington Capital Management
Washington
$834K
CB
2244
Centennial Bank
Arkansas
$833K
BFC
2245
Bedel Financial Consulting
Indiana
$833K
AMG
2246
Asset Management Group
Connecticut
$832K
TWM
2247
TCFG Wealth Management
California
$830K
TIA
2248
TCFG Investment Advisors
California
$830K
EFG
2249
Embree Financial Group
Illinois
$828K
HTHT
2250
Hemenway Trust Hemenway Trust
New Hampshire
$828K