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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
BlackRock
1
BlackRock
New York
$815M -$43.6M -460,453 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$638M +$24.4M +257,578 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$238M -$2.66M -28,037 -1%
State Street
4
State Street
Massachusetts
$207M +$2.33M +24,569 +1%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$207M -$5.08M -53,584 -2%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$170M +$4.99M +52,667 +3%
Invesco
7
Invesco
Georgia
$148M -$19.4M -205,276 -11%
Macquarie Group
8
Macquarie Group
Australia
$136M +$394K +4,154 +0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$134M +$3.75M +39,620 +3%
MC
10
Maverick Capital
Texas
$129M +$10.1M +106,897 +8%
Citadel Advisors
11
Citadel Advisors
Florida
$126M +$37.7M +398,002 +42%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$104M -$3.91M -41,235 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$99.4M +$14.7M +155,580 +17%
Morgan Stanley
14
Morgan Stanley
New York
$93.7M -$1.64M -17,323 -2%
Franklin Resources
15
Franklin Resources
California
$82.7M +$17.2M +181,815 +26%
JP Morgan Chase
16
JP Morgan Chase
New York
$79.7M -$3.81M -40,259 -5%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$74.2M -$23.6M -248,903 -24%
WHG
18
Westwood Holdings Group
Texas
$71.9M +$7.72M +81,469 +12%
Goldman Sachs
19
Goldman Sachs
New York
$70.8M +$3.56M +37,603 +5%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$69.1M +$13.1M +137,956 +23%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$68.5M -$1.87M -19,686 -3%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$68.1M +$22.3M +234,900 +48%
Northern Trust
23
Northern Trust
Illinois
$67.3M -$778K -8,206 -1%
Charles Schwab
24
Charles Schwab
California
$65.2M -$3.79M -40,035 -5%
Two Sigma Investments
25
Two Sigma Investments
New York
$62.9M +$12M +126,644 +23%

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.