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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
AWE
176
Avidian Wealth Enterprises
Texas
$117K – – –
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$114K +$121K +11,245 New
Victory Capital Management
178
Victory Capital Management
Texas
$113K -$12.8K -1,194 -10%
PAS
179
PKS Advisory Services
New York
$111K +$118K +10,951 New
AIP
180
Ameritas Investment Partners
Nebraska
$110K – – –
State of Wisconsin Investment Board
181
State of Wisconsin Investment Board
Wisconsin
$108K +$114K +10,615 New
Assenagon Asset Management
182
Assenagon Asset Management
Luxembourg
$106K -$22.3K -2,079 -17%
CIC
183
Chilton Investment Company
Connecticut
$105K -$13K -1,208 -10%
PCA
184
Pallas Capital Advisors
Massachusetts
$105K +$111K +10,320 New
CAM
185
CenterStar Asset Management
Illinois
$103K -$17.2K -1,600 -14%
FC
186
FORA Capital
Florida
$102K +$108K +10,100 New
SWM
187
Segment Wealth Management
Texas
$101K +$107K +10,000 New
T
188
Tidemark
California
$91.8K – – –
A
189
AlphaQuest
New York
$88.4K – – –
NOI
190
Newton One Investments
Delaware
$55.8K – – –
LFG
191
Larson Financial Group
Missouri
$53.9K +$57.1K +5,317 New
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$47.3K – – –
AB
193
Amalgamated Bank
New York
$37K +$4.92K +458 +15%
Canada Pension Plan Investment Board
194
Canada Pension Plan Investment Board
Ontario, Canada
$33.5K +$35.4K +3,300 New
RMP
195
Richards, Merrill & Peterson
Washington
$30.4K – – –
Comerica Bank
196
Comerica Bank
Texas
$29K -$2.76K -257 -8%
MCM
197
MAI Capital Management
Ohio
$25.4K – – –
TRCT
198
Tower Research Capital (TRC)
New York
$23.6K -$168K -15,620 -87%
AF
199
Allworth Financial
California
$20K – – –
MA
200
MCF Advisors
Kentucky
$19.6K +$8.47K +789 +69%
6 7
8
9 10

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.