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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
DB
301
Danske Bank
Denmark
$46.7K +$37.9K +400 +400%
TPW
302
Talon Private Wealth
Florida
$46.2K +$46.8K +494 New
IA
303
IFP Advisors
Florida
$44.5K -$7.49K -79 -26%
PA
304
Parallel Advisors
California
$39.8K
FFA
305
Farther Finance Advisors
California
$37.1K -$4.07K -43 -10%
VWA
306
Valued Wealth Advisors
Utah
$36.1K
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$35.1K +$12.7K +134 +56%
OWA
308
Opal Wealth Advisors
New York
$29.9K +$2.27K +24 +8%
HFM
309
Harvest Fund Management
China
$29K
MPW
310
MASECO Private Wealth
$28K +$28.3K +299 New
WTC
311
WhitTier Trust Company
Nevada
$24.8K -$190 -2 -0.7%
OAM
312
OP Asset Management
$24.5K +$24.8K +262 New
MCM
313
MAI Capital Management
Ohio
$23.4K +$20K +211 +541%
SCM
314
Sterling Capital Management
North Carolina
$22.7K +$17.4K +184 +312%
PFBT
315
Parkside Financial Bank & Trust
Missouri
$21.7K +$1.04K +11 +5%
UB
316
UMB Bank
Missouri
$20.9K +$1.04K +11 +5%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$20.8K -$13.6K -144 -39%
TPWA
318
Twin Peaks Wealth Advisors
California
$20.1K +$22.5K +237 New
GIA
319
GHP Investment Advisors
Colorado
$18.7K
QL
320
Quarry LP
New York
$17.2K +$17.4K +184 New
BIG
321
Brooklyn Investment Group
New York
$16.8K +$2.56K +27 +18%
WA
322
WPG Advisers
Maryland
$16.3K +$1.71K +18 +12%
KFI
323
Key Financial Inc
Pennsylvania
$16.1K
CA
324
Clearstead Advisors
Ohio
$15.1K +$5.68K +60 +59%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$15K -$1.42K -15 -9%

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.