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Alphatec Holdings
ATEC

230 hedge funds and large institutions have $2.64B invested in Alphatec Holdings in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

636% more call options, than puts

Call options by funds: $68.1M | Put options by funds: $9.26M

239% more capital invested

Capital invested by funds: $778M → $2.64B (+$1.86B)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

21.17% more ownership

Funds ownership: 59.75% → 80.93% (+21%)

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

1% more funds holding

Funds holding: 228 → 230 (+2)

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
81
Reduced
66
Closed
34
Calls
$68.1M
Puts
$9.26M
Net Calls
+$58.9M
Net Calls Change
+$47.1M

Top Buyers

1
N
Nuveen
North Carolina
+$116M
2
MIM
MetLife Investment Management
New Jersey
+$12.4M
3
DCM
Driehaus Capital Management
Illinois
+$11M
4
MFWM
Motley Fool Wealth Management
Virginia
+$9.6M
5
American Century Companies
American Century Companies
Missouri
+$9.03M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$10.8M
2
Millennium Management
Millennium Management
New York
-$7.82M
3
MF
Magnetar Financial
Illinois
-$6.52M
4
Goldman Sachs
Goldman Sachs
New York
-$3.45M
5
BlackRock
BlackRock
New York
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
26
Driehaus Capital Management
Illinois
$10.4M +$11M +1,025,449 New
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.2M +$1.74M +162,135 +19%
MFWM
28
Motley Fool Wealth Management
Virginia
$9.07M +$9.6M +894,471 New
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$8.71M +$1.48M +137,901 +19%
Charles Schwab
30
Charles Schwab
California
$8.4M -$192K -17,897 -2%
Goldman Sachs
31
Goldman Sachs
New York
$8.29M -$3.45M -321,656 -28%
CSS
32
Cubist Systematic Strategies
Connecticut
$7.77M +$2.78M +259,196 +51%
Lazard Asset Management
33
Lazard Asset Management
New York
$7.48M +$7.83M +729,276 +8,736%
First Eagle Investment Management
34
First Eagle Investment Management
New York
$7.2M +$558K +52,000 +8%
AQR Capital Management
35
AQR Capital Management
Connecticut
$6.86M +$515K +47,939 +8%
Two Sigma Investments
36
Two Sigma Investments
New York
$6.57M +$2.97M +276,651 +75%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$6.54M -$183K -17,081 -3%
MFAM
38
Motley Fool Asset Management
Virginia
$6.35M +$6.72M +625,800 New
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$5.68M -$403K -37,536 -6%
Citadel Advisors
40
Citadel Advisors
Florida
$5.67M +$4.85M +451,400 +419%
JP Morgan Chase
41
JP Morgan Chase
New York
$4.93M -$2.21M -205,994 -30%
PHP
42
Parkman Healthcare Partners
Connecticut
$4.52M +$2.34M +217,772 +95%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$4.51M -$503K -46,837 -10%
CAM
44
Congress Asset Management
Massachusetts
$4.39M -$22K -2,054 -0.5%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$4.24M -$1.81M -168,199 -29%
LPL Financial
46
LPL Financial
California
$4.21M +$51.8K +4,826 +1%
GIP
47
Granite Investment Partners
California
$4.15M -$1.77M -165,347 -29%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$4.06M +$171K +15,955 +4%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$3.96M +$51K +4,754 +1%
KFO
50
Kopp Family Office
Minnesota
$3.76M +$3.98M +370,360 New
1
2
3 4 5

ATEC Hedge Fund Activity: Q1 2025 in Review

230 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Alphatec Holdings (ATEC) for Q1 2025, worth a combined $2.64B — up 239% from $778M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ATEC positions and 34 closed out — a net gain of 7 holders — while 81 added to existing stakes and 66 trimmed.

The largest buyer was Nuveen, adding an estimated $116M. The largest seller was Artisan Partners, exiting entirely with an estimated $10.8M sold.

  • 230 institutional investors held Alphatec Holdings (ATEC) as of Q1 2025, up from 228 in Q4 2024.
  • Funds reported $2.64B of Alphatec Holdings stock for Q1 2025, up 239% quarter-over-quarter.
  • 41 funds opened new Alphatec Holdings positions in Q1 2025 and 34 closed out, a net change of +7 holders.
  • The largest Alphatec Holdings buyer in Q1 2025 was Nuveen, an estimated $116M added.
  • The largest Alphatec Holdings seller in Q1 2025 was Artisan Partners, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2025.