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Merit Medical Systems

378 hedge funds and large institutions have $5.04B invested in Merit Medical Systems in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 146 increasing their positions, 137 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,265% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $2.31M

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

7% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 137

0% less funds holding

Funds holding: 379378 (-1)

3.8% less ownership

Funds ownership: 105.98%102.18% (-3.8%)

14% less capital invested

Capital invested by funds: $5.86B → $5.04B (-$819M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
378
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
4.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
51
Increased
146
Reduced
137
Closed
45
Calls
$77.6M
Puts
$2.31M
Net Calls
+$75.3M
Net Calls Change
-$6.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$724M -$1.3M -14,872 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$553M -$16.2M -185,798 -3%
State Street
3
State Street
Massachusetts
$183M -$1.73M -19,843 -0.9%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$182M -$2.29M -26,324 -1%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$153M +$2.07M +23,736 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$135M -$80.2M -920,379 -36%
MC
7
Maverick Capital
Texas
$134M +$20.1M +230,806 +17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$121M +$1.27M +14,554 +1%
Macquarie Group
9
Macquarie Group
Australia
$111M -$10.9M -124,745 -9%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$103M +$85.4M +980,823 +378%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$98M +$5.98M +68,711 +6%
Citadel Advisors
12
Citadel Advisors
Florida
$97.9M -$15M -172,248 -13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$85.5M -$3.12M -35,871 -3%
Morgan Stanley
14
Morgan Stanley
New York
$80.7M -$2.87M -32,994 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$76.3M +$5.65M +64,920 +8%
WHG
16
Westwood Holdings Group
Texas
$73.1M +$9.53M +109,428 +14%
GF
17
Greenhouse Funds
Maryland
$72.6M +$24.7M +284,015 +48%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$71.9M +$10.8M +124,396 +17%
Franklin Resources
19
Franklin Resources
California
$70M -$3.77M -43,273 -5%
Goldman Sachs
20
Goldman Sachs
New York
$65.7M +$2.83M +32,440 +4%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$62.4M +$46.7M +536,072 +251%
Invesco
22
Invesco
Georgia
$59.5M -$75.6M -867,655 -55%
Northern Trust
23
Northern Trust
Illinois
$59.2M -$810K -9,305 -1%
CAM
24
Congress Asset Management
Massachusetts
$56M +$3.29M +37,812 +6%
Charles Schwab
25
Charles Schwab
California
$55.5M -$2.63M -30,222 -4%

MMSI Hedge Fund Activity: Q3 2025 in Review

378 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Merit Medical Systems (MMSI) for Q3 2025, worth a combined $5.04B — down 14% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MMSI positions and 45 closed out — a net gain of 6 holders — while 146 added to existing stakes and 137 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $85.4M. The largest seller was Fidelity Investments, cutting an estimated $80.2M.

  • 378 institutional investors held Merit Medical Systems (MMSI) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $5.04B of Merit Medical Systems stock for Q3 2025, down 14% quarter-over-quarter.
  • 51 funds opened new Merit Medical Systems positions in Q3 2025 and 45 closed out, a net change of +6 holders.
  • The largest Merit Medical Systems buyer in Q3 2025 was Wellington Management Group, an estimated $85.4M added.
  • The largest Merit Medical Systems seller in Q3 2025 was Fidelity Investments, an estimated $80.2M sold.

Based on aggregated 13F filings for Q3 2025.