We are live on ! Find out more
MMSI icon

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
Optiver Holding
351
Optiver Holding
Netherlands
$3.08K +$3.13K +33 New
AGWCA
352
Annis Gardner Whiting Capital Advisors
Florida
$2.9K +$1.42K +15 +94%
CT
353
Clearstead Trust
Maine
$2.9K +$2.94K +31 New
FNWA
354
Financial Network Wealth Advisors
Utah
$2.15K
HFS
355
Hantz Financial Services
Michigan
$2K +$948 +10 +143%
BWL
356
Bogart Wealth LLC
Virginia
$1.59K
PTC
357
Private Trust Company
Ohio
$1.4K -$3.32K -35 -70%
N
358
Natixis
France
$1.31K
LFG
359
Larson Financial Group
Missouri
$1.22K +$474 +5 +63%
AssetMark Inc
360
AssetMark Inc
California
$1.22K +$758 +8 +160%
FFO
361
Fortitude Family Office
Arizona
$1.12K +$1.14K +12 New
SC
362
SouthState Corp
Florida
$1.03K -$474 -5 -31%
BF
363
BOK Financial
Oklahoma
$935
PWA
364
Physician Wealth Advisors
Utah
$842 +$853 +9 New
WA
365
Whipplewood Advisors
Colorado
$841 -$5.59K -59 -87%
CFD
366
Creative Financial Designs
Indiana
$841
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$655
BIA
368
Bell Investment Advisors
California
$468
SIC
369
SJS Investment Consulting
Ohio
$374 -$284 -3 -43%
AWM
370
Abound Wealth Management
Tennessee
$374
HIA
371
HFM Investment Advisors
New Jersey
$280 +$190 +2 +200%
EP
372
Essential Partners
California
$187 +$190 +2 New
RWM
373
Rialto Wealth Management
New York
$187 +$190 +2 New
BHWM
374
Bay Harbor Wealth Management
Maryland
$186
TFM
375
TFC Financial Management
Massachusetts
$94

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.