We are live on ! Find out more

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
TIA
2301
Tiemann Investment Advisors
California
$781K
Capstone Investment Advisors
2302
Capstone Investment Advisors
New York
$779K
OL
2303
one8zero8 LLC
North Carolina
$777K
TC
2304
TFR Capital
Texas
$776K
CWP
2305
Core Wealth Partners
California
$775K
SAM
2306
Summit Asset Management
Tennessee
$775K
BONST
2307
Bank of Nova Scotia Trust
Ontario, Canada
$774K
LGA
2308
Lebenthal Global Advisors
New York
$774K
FMI
2309
F/M Investments
District of Columbia
$773K
AOWM
2310
Asset One Wealth Management
Washington
$768K
HC
2311
Hamilton Capital
Ohio
$768K
AIA
2312
Allied Investment Advisors
Montana
$768K
AA
2313
Addison Advisors
Vermont
$768K
HR
2314
Hardy Reed
Mississippi
$767K
BFG
2315
Beacon Financial Group
Texas
$766K
AP
2316
Appleton Partners
Massachusetts
$766K
GWAG
2317
Garrett Wealth Advisory Group
Texas
$766K
SWGC
2318
Summit Wealth Group (Colorado)
Colorado
$762K
MWS
2319
MFA Wealth Services
California
$761K
LT
2320
Legacy Trust
Michigan
$758K
AIM
2321
Aspen Investment Management
Michigan
$758K
CPCM
2322
Cardinal Point Capital Management
Ontario, Canada
$757K
IRAG
2323
Investment Research & Advisory Group
Georgia
$756K
CAC
2324
Certified Advisory Corp
Florida
$756K
SWM
2325
SHP Wealth Management
Massachusetts
$755K