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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
TAM
2401
Townsend Asset Management
North Carolina
$689K
FWMP
2402
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$689K
TCA
2403
Trifecta Capital Advisors
Illinois
$688K
CIA
2404
Cohen Investment Advisors
New Hampshire
$688K
APWM
2405
Argonautica Private Wealth Management
Massachusetts
$686K
AWM
2406
Atticus Wealth Management
Florida
$686K
IFS
2407
Ifrah Financial Services
Arkansas
$685K
GHA
2408
Granite Harbor Advisors
Texas
$684K
KPF
2409
K2 Principal Fund
Ontario, Canada
$684K
LWM
2410
Lyell Wealth Management
California
$683K
BF
2411
Brucke Financial
Indiana
$683K
PTCG
2412
Pring Turner Capital Group
California
$683K
LCM
2413
Lazari Capital Management
California
$682K
GKWIM
2414
Gerber Kawasaki Wealth & Investment Management
California
$681K
VA
2415
Verdad Advisers
Massachusetts
$681K
FGC
2416
First Growth Capital
Maryland
$681K
DIM
2417
Delta Investment Management
California
$679K
AAA
2418
American Alpha Advisors
New York
$679K
PWA
2419
Phoenix Wealth Advisors
North Carolina
$678K
IWP
2420
Invenio Wealth Partners
Florida
$677K
PAM
2421
PCG Asset Management
New Jersey
$677K
BWG
2422
Beta Wealth Group
California
$676K
ACA
2423
American Capital Advisory
Idaho
$676K
HP
2424
Holistic Planning
Texas
$676K
SJL
2425
Shayne & Jacobs LLC
Tennessee
$675K