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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
Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
28
Increased
62
Reduced
37
Closed
23
Calls
$1.38M
Puts
$1.07M
Net Calls
+$306K
Net Calls Change
+$744K
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
101
Mariner
Kansas
$157K -$14.2K -1,012 -8%
IC
102
IEQ Capital
California
$155K +$155K +11,019 New
SC
103
Savant Capital
Illinois
$150K +$150K +10,660 New
WA
104
Waverly Advisors
Alabama
$144K +$3.66K +260 +3%
AF
105
Advisornet Financial
Minnesota
$125K +$23.7K +1,685 +23%
TRCT
106
Tower Research Capital (TRC)
New York
$115K +$39.6K +2,818 +53%
SG Americas Securities
107
SG Americas Securities
New York
$108K -$229K -16,234 -68%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$106K +$34.1K +2,417 +47%
AIP
109
Ameritas Investment Partners
Nebraska
$86.3K +$10.9K +775 +14%
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 -$10.3K -733 -17%
Acadian Asset Management
113
Acadian Asset Management
Massachusetts
$40K +$40K +2,859 New
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 +$15.3K +1,088 +1,007%
VCM
118
Versant Capital Management
Arizona
$15.1K +$15.1K +1,072 New
SPIA
119
Steward Partners Investment Advisory
New York
$14.8K +$155 +11 +1%
EWA
120
EverSource Wealth Advisors
Alabama
$14.5K +$11.7K +833 +414%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$12.7K +$12K +853 +1,741%
PS
122
Principal Securities
Iowa
$12.3K
S
123
SignatureFD
Georgia
$10.4K -$14.9K -1,057 -59%
LFG
124
Larson Financial Group
Missouri
$9.2K +$7.11K +506 +342%
CA
125
Clearstead Advisors
Ohio
$7.21K +$7.21K +513 New