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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
CC
101
Courier Capital
New York
$700K – – –
Wells Fargo
102
Wells Fargo
California
$675K -$341K -31,791 -32%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$675K +$270K +25,183 +61%
HF
104
HRT Financial
New York
$664K -$1.17M -109,218 -62%
Stifel Financial
105
Stifel Financial
Missouri
$663K -$953K -88,786 -58%
Verition Fund Management
106
Verition Fund Management
Connecticut
$649K -$329K -30,629 -32%
IC
107
IEQ Capital
California
$647K +$307K +28,611 +81%
SEI Investments
108
SEI Investments
Pennsylvania
$625K -$491K -45,779 -43%
PFM
109
Phillips Financial Management
Indiana
$614K – – –
Franklin Resources
110
Franklin Resources
California
$611K -$45.3K -4,222 -7%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$608K +$483K +45,027 +301%
Creative Planning
112
Creative Planning
Kansas
$600K +$47.1K +4,392 +8%
LCM
113
Legato Capital Management
California
$600K +$635K +59,135 New
IIM
114
INTECH Investment Management
Florida
$593K +$210K +19,569 +50%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$583K +$23.4K +2,177 +4%
SG Americas Securities
116
SG Americas Securities
New York
$577K +$135K +12,553 +28%
CF
117
Corebridge Financial
Texas
$517K -$8.12K -756 -1%
Invesco
118
Invesco
Georgia
$516K +$69.4K +6,467 +15%
HighTower Advisors
119
HighTower Advisors
Illinois
$511K -$21.9K -2,037 -4%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$507K – – –
VOYA Investment Management
121
VOYA Investment Management
Georgia
$503K +$200K +18,605 +60%
IFG
122
Independent Financial Group
California
$480K +$32.2K +3,000 +7%
CWP
123
Cyndeo Wealth Partners
Florida
$475K – – –
Ameriprise
124
Ameriprise
Minnesota
$470K -$107 -10 -0%
HNW
125
High Note Wealth
Minnesota
$456K – – –
3 4
5
6 7

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.