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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
IAAG
2351
Innovative Asset Advisors Group
Connecticut
$731K
RGC
2352
Roberts, Glore & Co
Illinois
$729K
SFS
2353
Summit Financial Strategies
Ohio
$729K
S
2354
SimplyRich
California
$728K
TVPW
2355
Third View Private Wealth
Connecticut
$727K
SWM
2356
Steinberganna Wealth Management
New York
$727K
NCTC
2357
New Covenant Trust Company
Indiana
$726K
MPW
2358
MASECO Private Wealth
$724K
CII
2359
Capital International Inc
California
$723K
VCM
2360
Virtue Capital Management
Tennessee
$721K
WAM
2361
Weatherly Asset Management
California
$720K
BPW
2362
Bingham Private Wealth
California
$720K
AFT
2363
Alpha Family Trust
California
$719K
ACM
2364
Aljian Capital Management
Nevada
$718K
CCM
2365
Cohen Capital Management
California
$718K
GFA
2366
Gallagher Fiduciary Advisors
Illinois
$716K
WP
2367
WealthPLAN Partners
Nebraska
$716K
CCA
2368
Cottonwood Capital Advisors
Utah
$716K
SFG
2369
Shum Financial Group
California
$716K
SCA
2370
Southern Capital Advisors
Tennessee
$716K
GMFG
2371
Greater Midwest Financial Group
Minnesota
$715K
MCCA
2372
Mill Creek Capital Advisors
Pennsylvania
$714K
MWM
2373
Mattern Wealth Management
Kansas
$714K
RF
2374
Roxbury Financial
New Jersey
$713K
WP
2375
WealthShield Partners
North Carolina
$713K