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Patrick Industries
PATK

Overview Fund Activity

311 hedge funds and large institutions have $3.02B invested in Patrick Industries in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
47
Increased
114
Reduced
109
Closed
33
Calls
$909K
Puts
$1.21M
Net Calls
-$300K
Net Calls Change
+$869K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$358M
2
Capital Research Global Investors
Capital Research Global Investors
California
$137M
3
SAM
Silvercrest Asset Management
New York
$38.4M
4
Capital World Investors
Capital World Investors
California
$103M
5
UBS Group
UBS Group
Switzerland
$23.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.41M
2
BCM
Bridgeway Capital Management
Texas
$0
3
BlackRock
BlackRock
New York
$429M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$144M
5
EF
Empowered Funds
Pennsylvania
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$18K +$6.94K +81 +63%
WF
252
Wayfinding Financial
Washington
$18K +$18K +218 New
GWM
253
Geneos Wealth Management
Colorado
$16.5K +$6.15K +22 +59%
PS
254
Principal Securities
Iowa
$15.7K – – –
HCA
255
Harbor Capital Advisors
Illinois
$15K -$943 -11 -6%
AA
256
Ancora Advisors
Ohio
$14.8K – – –
MG
257
Mather Group
Illinois
$14.8K +$5.33K +63 +56%
BIG
258
Brooklyn Investment Group
New York
$13.6K +$13.6K +161 New
ST
259
Smithfield Trust
Pennsylvania
$13K – – –
EWA
260
EverSource Wealth Advisors
Alabama
$12.7K +$930 +11 +8%
KIM
261
Kestra Investment Management
Texas
$12.3K -$13.4K -159 -52%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$10.1K +$1.02K +12 +11%
HFS
263
Hantz Financial Services
Michigan
$10K +$10K +114 New
Optiver Holding
264
Optiver Holding
Netherlands
$9.39K +$9.39K +111 New
Federated Hermes
265
Federated Hermes
Pennsylvania
$9.13K -$39.4K -466 -81%
RWS
266
Retirement Wealth Solutions
Wisconsin
$8.54K +$930 +11 +12%
AG
267
AmeriFlex Group
Nevada
$7.95K – – –
BI
268
Binnacle Investments
Iowa
$7.53K +$7.53K +89 New
FP
269
Financial Perspectives
Minnesota
$6.65K +$84 +1 +1%
PPC
270
Park Place Capital
Alabama
$6.34K +$676 +8 +12%
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$6.26K +$1.44K +17 +30%
RIL
272
Rothschild Investment LLC
Illinois
$6.26K +$3.3K +39 +111%
BIA
273
Bell Investment Advisors
California
$6.09K – – –
CTC
274
Cetera Trust Company
Minnesota
$5.07K – – –
SWM
275
Spire Wealth Management
Virginia
$5.07K +$5.07K +60 New
9 10
11
12 13