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3,820 hedge funds and large institutions have $253B invested in Merck in 2026 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 1,628 increasing their positions, 1,491 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 117

8% more capital invested

Capital invested by funds: $234B → $253B (+$19.7B)

1.83% more ownership

Funds ownership: 78.1%79.93% (+1.8%)

9% more repeat investments, than reductions

Existing positions increased: 1,628 | Existing positions reduced: 1,491

1% more funds holding

Funds holding: 3,7963,820 (+24)

0% less call options, than puts

Call options by funds: $3.18B | Put options by funds: $3.18B

12% less funds holding in top 10

Funds holding in top 10: 8978 (-11)

Holders
3,820
Holders Change
+24
Holders Change %
+0.63%
% of All Funds
46.14%
Holding in Top 10
78
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.36%
% of All Funds
0.94%
New
209
Increased
1,628
Reduced
1,491
Closed
117
Calls
$3.18B
Puts
$3.18B
Net Calls
-$2.75M
Net Calls Change
-$654M
Name Holding Trade Value Shares
Change
Change in
Stake
BWG
2401
Beta Wealth Group
California
$748K +$23.6K +202 +4%
PWP
2402
Ponta Wealth Partners
Florida
$747K +$43.2K +369 +7%
LWM
2403
Lionshead Wealth Management
New York
$744K +$5.15K +44 +0.8%
SWGC
2404
Summit Wealth Group (Colorado)
Colorado
$743K -$65.1K -556 -9%
FMC
2405
First Merchants Corp
Indiana
$741K
RIS
2406
Retirement Income Solutions
Michigan
$741K +$28.4K +243 +4%
AAG
2407
Asset Advisory Group
New Jersey
$741K
VP
2408
Verum Partners
North Carolina
$740K +$172K +1,469 +34%
AWM
2409
Atticus Wealth Management
Florida
$740K +$6.55K +56 +1%
DFG
2410
Demars Financial Group
Washington
$739K +$117 +1 +0%
EV
2411
EJMK Ventures
Illinois
$738K +$53.1K +454 +9%
TCA
2412
Trifecta Capital Advisors
Illinois
$738K +$1.99K +17 +0.3%
MWA
2413
Madson Wealth Advisors
California
$736K +$68.4K +584 +11%
TAM
2414
Townsend Asset Management
North Carolina
$735K -$819 -7 -0.1%
APWM
2415
Argonautica Private Wealth Management
Massachusetts
$734K +$1.05K +9 +0.2%
HCM
2416
Hodges Capital Management
Texas
$734K -$954K -8,148 -59%
AW
2417
Alteri Wealth
California
$734K +$29.5K +252 +5%
LCM
2418
Lazari Capital Management
California
$734K +$5.15K +44 +0.8%
AAA
2419
American Alpha Advisors
New York
$733K +$7.72K +66 +1%
GKWIM
2420
Gerber Kawasaki Wealth & Investment Management
California
$732K +$3.75K +32 +0.6%
AWM
2421
Ariadne Wealth Management
California
$732K -$101K -862 -13%
IFS
2422
Ifrah Financial Services
Arkansas
$732K +$117 +1 +0%
MHR
2423
Matthew Hamilton Rosenberg
$729K +$63.4K +542 +11%
RWP
2424
Revolve Wealth Partners
New Jersey
$728K +$39.3K +336 +6%
SIA
2425
SeaBridge Investment Advisors
New Jersey
$727K +$43.9K +375 +7%

MRK Hedge Fund Activity: Q2 2026 in Review

3,820 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2026, worth a combined $253B — up 8.4% from $234B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new MRK positions and 117 closed out — a net gain of 92 holders — while 1,628 added to existing stakes and 1,491 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.7B. The largest seller was JP Morgan Chase, cutting an estimated $1.06B.

  • 3,820 institutional investors held Merck (MRK) as of Q2 2026, up from 3,796 in Q1 2026.
  • Funds reported $253B of Merck stock for Q2 2026, up 8.4% quarter-over-quarter.
  • 209 funds opened new Merck positions in Q2 2026 and 117 closed out, a net change of +92 holders.
  • The largest Merck buyer in Q2 2026 was Capital International Investors, an estimated $1.7B added.
  • The largest Merck seller in Q2 2026 was JP Morgan Chase, an estimated $1.06B sold.

Based on aggregated 13F filings for Q2 2026.