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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
MFIM
126
Mesirow Financial Investment Management
Illinois
$453K – – –
Los Angeles Capital Management
127
Los Angeles Capital Management
California
$450K +$477K +44,425 New
Mitsubishi UFJ Asset Management
128
Mitsubishi UFJ Asset Management
Japan
$413K +$19.2K +1,792 +5%
VFA
129
Valeo Financial Advisors
Indiana
$410K -$3.22K -300 -0.7%
OFG
130
Oxford Financial Group
Indiana
$406K – – –
TC
131
TownSquare Capital
Utah
$395K +$3.64K +339 +0.9%
PA
132
Procyon Advisors
Connecticut
$381K +$51.2K +4,769 +15%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$370K -$5.06K -471 -1%
NG
134
Norden Group
Utah
$362K – – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$346K – – –
BC
136
Birchview Capital
Vermont
$335K -$268K -25,000 -43%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$318K +$135K +12,598 +67%
ASRS
138
Arizona State Retirement System
Arizona
$309K -$891 -83 -0.3%
Osaic Holdings
139
Osaic Holdings
Arizona
$300K +$31.4K +2,921 +11%
EIA
140
Eldridge Investment Advisors
New Hampshire
$296K – – –
HSA
141
HBK Sorce Advisory
Pennsylvania
$289K -$537K -50,000 -64%
BL
142
BFSG LLC
California
$280K – – –
CI
143
CX Institutional
Indiana
$275K +$291K +27,080 New
Raymond James Financial
144
Raymond James Financial
Florida
$259K -$145K -13,531 -35%
DTL
145
Dynamic Technology Lab
Singapore
$257K +$272K +25,343 New
EC
146
EntryPoint Capital
New York
$256K +$271K +25,210 New
SAM
147
Shell Asset Management
Netherlands
$254K -$11.2K -1,042 -4%
AI
148
Atria Investments
North Carolina
$248K +$9.85K +918 +4%
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$243K – – –
RCAG
150
Rehmann Capital Advisory Group
Michigan
$243K – – –
4 5
6
7 8

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.