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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 29 funds opening new positions, 38 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

13% less capital invested

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

25% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 51

31% less call options, than puts

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

Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$962K
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$113K
AF
102
Advisornet Financial
Minnesota
$81.7K
MIP
103
Mondrian Investment Partners
United Kingdom
$74.5K
AIP
104
Ameritas Investment Partners
Nebraska
$60.6K
TRCT
105
Tower Research Capital (TRC)
New York
$60.2K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$58K
RF
107
Roxbury Financial
New Jersey
$52.7K
QCG
108
Quadrant Capital Group
Ohio
$48K
SS
109
SBI Securities
Japan
$47.6K
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
AB
112
Amalgamated Bank
New York
$23K
S
113
SignatureFD
Georgia
$20.3K
QL
114
Quarry LP
New York
$19.6K
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
SFG
118
Stonebridge Financial Group
Pennsylvania
$11.3K
PS
119
Principal Securities
Iowa
$10.2K
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$3.91K
GI
121
GAMMA Investing
California
$3.83K
PA
122
Parallel Advisors
California
$3.13K
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$3K
US Bancorp
124
US Bancorp
Minnesota
$2.73K
SAM
125
Smartleaf Asset Management
Massachusetts
$2.4K