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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
CWP
2301
Core Wealth Partners
California
$775K
SAM
2302
Summit Asset Management
Tennessee
$775K
BONST
2303
Bank of Nova Scotia Trust
Ontario, Canada
$774K
LGA
2304
Lebenthal Global Advisors
New York
$774K
FMI
2305
F/M Investments
District of Columbia
$773K
AOWM
2306
Asset One Wealth Management
Washington
$768K
HC
2307
Hamilton Capital
Ohio
$768K
AIA
2308
Allied Investment Advisors
Montana
$768K
AA
2309
Addison Advisors
Vermont
$768K
HR
2310
Hardy Reed
Mississippi
$767K
BFG
2311
Beacon Financial Group
Texas
$766K
AP
2312
Appleton Partners
Massachusetts
$766K
GWAG
2313
Garrett Wealth Advisory Group
Texas
$766K
SWGC
2314
Summit Wealth Group (Colorado)
Colorado
$762K
MWS
2315
MFA Wealth Services
California
$761K
LT
2316
Legacy Trust
Michigan
$758K
AIM
2317
Aspen Investment Management
Michigan
$758K
CPCM
2318
Cardinal Point Capital Management
Ontario, Canada
$757K
IRAG
2319
Investment Research & Advisory Group
Georgia
$756K
CAC
2320
Certified Advisory Corp
Florida
$756K
SWM
2321
SHP Wealth Management
Massachusetts
$755K
AGP
2322
Aspire Growth Partners
Florida
$755K
CF
2323
Claris Financial
Virginia
$753K
IRP
2324
Investment Research Partners
Pennsylvania
$753K
LIM
2325
Longfellow Investment Management
Massachusetts
$753K