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Merit Medical Systems

379 hedge funds and large institutions have $6.67B invested in Merit Medical Systems in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 135 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,311% more call options, than puts

Call options by funds: $92.8M | Put options by funds: $2.1M

13% more capital invested

Capital invested by funds: $5.9B → $6.67B (+$768M)

2.55% more ownership

Funds ownership: 104.73%107.28% (+2.5%)

7% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 135

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 49

2% less funds holding

Funds holding: 385379 (-6)

Holders
379
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
49
Increased
145
Reduced
135
Closed
49
Calls
$92.8M
Puts
$2.1M
Net Calls
+$90.7M
Net Calls Change
-$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
351
JFS Wealth Advisors
Pennsylvania
$3.49K
WWM
352
Wolff Wiese Magana
California
$3.49K
BFS
353
Bare Financial Services
Pennsylvania
$2.54K +$2.48K +24 New
FNWA
354
Financial Network Wealth Advisors
Utah
$2.43K +$2.37K +23 New
MG
355
Mather Group
Illinois
$2.11K -$2.06K -20 -50%
BWL
356
Bogart Wealth LLC
Virginia
$1.8K -$1.75K -17 -50%
AGWCA
357
Annis Gardner Whiting Capital Advisors
Florida
$1.69K
SC
358
SouthState Corp
Florida
$1.69K +$1.65K +16 New
SC
359
Stephens Consulting
Michigan
$1.59K +$1.55K +15 New
N
360
Natixis
France
$1.46K -$20.8K -202 -94%
CFFP
361
Center for Financial Planning
Michigan
$1.38K
CPG
362
Cornerstone Planning Group
New Jersey
$1.31K
BF
363
BOK Financial
Oklahoma
$1.06K
HFS
364
Hantz Financial Services
Michigan
$1K +$722 +7 New
CFD
365
Creative Financial Designs
Indiana
$951 -$1.03K -10 -53%
WA
366
Whipplewood Advisors
Colorado
$951 +$6.09K +59 +656%
LFG
367
Larson Financial Group
Missouri
$846
DPW
368
DiNuzzo Private Wealth
Pennsylvania
$740
SIC
369
SJS Investment Consulting
Ohio
$740
GFPC
370
Global Financial Private Client
Florida
$634 +$413 +4 +200%
AssetMark Inc
371
AssetMark Inc
California
$529 -$5.67K -55 -92%
BIA
372
Bell Investment Advisors
California
$529
AWM
373
Abound Wealth Management
Tennessee
$423
BHWM
374
Bay Harbor Wealth Management
Maryland
$211 +$206 +2 New
HWP
375
Highline Wealth Partners
California
$211 +$206 +2 New