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Patria Investments

142 hedge funds and large institutions have $615M invested in Patria Investments in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

4.53% more ownership

Funds ownership: 67.65%72.18% (+4.5%)

2% more funds holding

Funds holding: 139142 (+3)

Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.38M
Puts
$1.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$157K
IC
102
IEQ Capital
California
$155K
SC
103
Savant Capital
Illinois
$150K
WA
104
Waverly Advisors
Alabama
$144K
AF
105
Advisornet Financial
Minnesota
$125K
TRCT
106
Tower Research Capital (TRC)
New York
$115K
SG Americas Securities
107
SG Americas Securities
New York
$108K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$106K
AIP
109
Ameritas Investment Partners
Nebraska
$86.3K
RF
110
Roxbury Financial
New Jersey
$65.5K
California State Teachers Retirement System (CalSTRS)
111
California State Teachers Retirement System (CalSTRS)
California
$57.9K
SS
112
SBI Securities
Japan
$49K
Acadian Asset Management
113
Acadian Asset Management
Massachusetts
$40K
AB
114
Amalgamated Bank
New York
$28K
FCMT
115
Founders Capital Management (Texas)
Texas
$22.5K
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$18.3K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$16.8K
VCM
118
Versant Capital Management
Arizona
$15.1K
SPIA
119
Steward Partners Investment Advisory
New York
$14.8K
EWA
120
EverSource Wealth Advisors
Alabama
$14.5K
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$12.7K
PS
122
Principal Securities
Iowa
$12.3K
S
123
SignatureFD
Georgia
$10.4K
LFG
124
Larson Financial Group
Missouri
$9.2K
CA
125
Clearstead Advisors
Ohio
$7.21K