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Patria Investments

139 hedge funds and large institutions have $473M invested in Patria Investments in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 38 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

5% more funds holding

Funds holding: 133139 (+6)

10.71% less ownership

Funds ownership: 78.36%67.65% (-11%)

13% less capital invested

Capital invested by funds: $544M → $473M (-$71.6M)

27% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 52

31% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.4M

Holders
139
Holders Change
+6
Holders Change %
+4.51%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
38
Reduced
52
Closed
22
Calls
$962K
Puts
$1.4M
Net Calls
-$438K
Net Calls Change
+$984K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$113K +$117K +10,003 New
AF
102
Advisornet Financial
Minnesota
$81.7K +$20.4K +1,750 +32%
MIP
103
Mondrian Investment Partners
United Kingdom
$74.5K -$115K -9,849 -60%
AIP
104
Ameritas Investment Partners
Nebraska
$60.6K
TRCT
105
Tower Research Capital (TRC)
New York
$60.2K +$48.9K +4,193 +369%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$58K +$27.3K +2,345 +85%
RF
107
Roxbury Financial
New Jersey
$52.7K +$641 +55 +1%
QCG
108
Quadrant Capital Group
Ohio
$48K -$63.5K -5,441 -56%
SS
109
SBI Securities
Japan
$47.6K +$8.5K +729 +21%
California State Teachers Retirement System (CalSTRS)
110
California State Teachers Retirement System (CalSTRS)
California
$46.5K
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$34.4K -$45.6K -3,907 -56%
AB
112
Amalgamated Bank
New York
$23K +$1.85K +159 +9%
S
113
SignatureFD
Georgia
$20.3K -$3.22K -276 -13%
QL
114
Quarry LP
New York
$19.6K +$20.2K +1,733 New
FCMT
115
Founders Capital Management (Texas)
Texas
$18.1K
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$12.6K
SPIA
117
Steward Partners Investment Advisory
New York
$11.7K +$152 +13 +1%
SFGP
118
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.3K +$11.7K +1,000 New
PS
119
Principal Securities
Iowa
$10.2K
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$3.91K +$2.41K +207 +149%
GI
121
GAMMA Investing
California
$3.83K -$560 -48 -12%
PA
122
Parallel Advisors
California
$3.13K -$2.51K -215 -44%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$3K -$23.9K -2,046 -90%
US Bancorp
124
US Bancorp
Minnesota
$2.73K -$956 -82 -25%
SAM
125
Smartleaf Asset Management
Massachusetts
$2.4K

PAX Hedge Fund Activity: Q1 2025 in Review

139 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Patria Investments (PAX) for Q1 2025, worth a combined $473M — down 13% from $544M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PAX positions and 22 closed out — a net gain of 6 holders — while 38 added to existing stakes and 52 trimmed.

The largest buyer was MHR Fund Management, opening a new position worth an estimated $2.33M. The largest seller was UBS Group, cutting an estimated $18.1M.

  • 139 institutional investors held Patria Investments (PAX) as of Q1 2025, up from 133 in Q4 2024.
  • Funds reported $473M of Patria Investments stock for Q1 2025, down 13% quarter-over-quarter.
  • 28 funds opened new Patria Investments positions in Q1 2025 and 22 closed out, a net change of +6 holders.
  • The largest Patria Investments buyer in Q1 2025 was MHR Fund Management, an estimated $2.33M added.
  • The largest Patria Investments seller in Q1 2025 was UBS Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2025.