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Merit Medical Systems

379 hedge funds and large institutions have $5.86B invested in Merit Medical Systems in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 134 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,164% more call options, than puts

Call options by funds: $85.5M | Put options by funds: $3.78M

6% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 50

6% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 134

0% more funds holding

Funds holding: 379379 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.3% less ownership

Funds ownership: 107.28%105.98% (-1.3%)

12% less capital invested

Capital invested by funds: $6.67B → $5.86B (-$816M)

Holders
379
Holders Change
Holders Change %
0%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
142
Reduced
134
Closed
50
Calls
$85.5M
Puts
$3.78M
Net Calls
+$81.7M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$278K -$4.45K -47 -2%
PA
252
Profund Advisors
Maryland
$274K +$20K +211 +8%
Capstone Investment Advisors
253
Capstone Investment Advisors
New York
$274K +$278K +2,929 New
DWM
254
Dakota Wealth Management
Florida
$270K +$8.53K +90 +3%
NAAA
255
New Age Alpha Advisors
New York
$270K -$9.1K -96 -3%
CC
256
Corton Capital
Ontario, Canada
$269K +$273K +2,879 New
EC
257
EntryPoint Capital
New York
$253K -$9.85K -104 -4%
TSS
258
Two Sigma Securities
New York
$251K +$254K +2,680 New
WS
259
Wedbush Securities
California
$248K +$52.4K +553 +26%
PWPS
260
Pinnacle Wealth Planning Services
Ohio
$247K +$250K +2,637 New
JSW
261
Journey Strategic Wealth
New Jersey
$243K +$246K +2,600 New
LA
262
Lindenwold Advisors
Pennsylvania
$242K -$8.43K -89 -3%
SFA
263
Sequoia Financial Advisors
Ohio
$237K +$4.55K +48 +2%
MIM
264
Marco Investment Management
Georgia
$234K
Envestnet Portfolio Solutions
265
Envestnet Portfolio Solutions
Illinois
$233K -$55.3K -584 -19%
AAS
266
Avantax Advisory Services
Texas
$228K +$1.14K +12 +0.5%
Wealth Enhancement Advisory Services
267
Wealth Enhancement Advisory Services
Minnesota
$227K -$8.62K -91 -4%
NG
268
Norden Group
Utah
$224K +$4.36K +46 +2%
Walleye Trading
269
Walleye Trading
New York
$222K +$34.3K +362 +18%
AWM
270
Angeles Wealth Management
California
$220K +$27K +285 +14%
AW
271
Apricus Wealth
South Carolina
$216K -$18.4K -194 -8%
LFS
272
Legacy Financial Strategies
Kansas
$210K +$213K +2,250 New
BMCM
273
Bryn Mawr Capital Management
Pennsylvania
$208K +$14.1K +149 +7%
ZIC
274
ZWJ Investment Counsel
Georgia
$208K +$19.9K +210 +10%
TPCW
275
TD Private Client Wealth
New York
$207K +$9.19K +97 +5%

MMSI Hedge Fund Activity: Q2 2025 in Review

379 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q2 2025, worth a combined $5.86B — down 12% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MMSI positions and 50 closed out — a net gain of 3 holders — while 142 added to existing stakes and 134 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $37.7M. The largest seller was BlackRock, cutting an estimated $43.6M.

  • 379 institutional investors held Merit Medical Systems (MMSI) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $5.86B of Merit Medical Systems stock for Q2 2025, down 12% quarter-over-quarter.
  • 53 funds opened new Merit Medical Systems positions in Q2 2025 and 50 closed out, a net change of +3 holders.
  • The largest Merit Medical Systems buyer in Q2 2025 was Citadel Advisors, an estimated $37.7M added.
  • The largest Merit Medical Systems seller in Q2 2025 was BlackRock, an estimated $43.6M sold.

Based on aggregated 13F filings for Q2 2025.