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Patria Investments

143 hedge funds and large institutions have $615M invested in Patria Investments in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $473M → $615M (+$143M)

29% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $1.07M

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

4.52% more ownership

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

3% more funds holding

Funds holding: 139143 (+4)

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
29
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
Change in
Stake
Mariner
101
Mariner
Kansas
$157K -$12.1K -1,012 -8%
IC
102
IEQ Capital
California
$155K +$132K +11,019 New
SC
103
Savant Capital
Illinois
$146K +$124K +10,369 New
WA
104
Waverly Advisors
Alabama
$144K +$3.12K +260 +3%
AF
105
Advisornet Financial
Minnesota
$125K +$20.2K +1,685 +23%
TRCT
106
Tower Research Capital (TRC)
New York
$115K +$33.8K +2,818 +53%
SG Americas Securities
107
SG Americas Securities
New York
$108K -$195K -16,234 -68%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$106K +$29K +2,417 +47%
AIP
109
Ameritas Investment Partners
Nebraska
$86.3K +$9.29K +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 -$8.79K -733 -17%
Acadian Asset Management
113
Acadian Asset Management
Massachusetts
$40K +$34.3K +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 +$13K +1,088 +1,007%
VCM
118
Versant Capital Management
Arizona
$15.1K +$12.9K +1,072 New
SPIA
119
Steward Partners Investment Advisory
New York
$14.8K +$132 +11 +1%
EWA
120
EverSource Wealth Advisors
Alabama
$14.5K +$9.99K +833 +414%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$12.7K +$10.2K +853 +1,741%
PS
122
Principal Securities
Iowa
$12.3K
S
123
SignatureFD
Georgia
$10.4K -$12.7K -1,057 -59%
LFG
124
Larson Financial Group
Missouri
$9.2K +$6.07K +506 +342%
CA
125
Clearstead Advisors
Ohio
$7.21K +$6.15K +513 New

PAX Hedge Fund Activity: Q2 2025 in Review

143 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Patria Investments (PAX) for Q2 2025, worth a combined $615M — up 30% from $473M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PAX positions and 23 closed out — a net gain of 6 holders — while 62 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $16.9M. The largest seller was Grandeur Peak Global Advisors, cutting an estimated $9.74M.

  • 143 institutional investors held Patria Investments (PAX) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $615M of Patria Investments stock for Q2 2025, up 30% quarter-over-quarter.
  • 29 funds opened new Patria Investments positions in Q2 2025 and 23 closed out, a net change of +6 holders.
  • The largest Patria Investments buyer in Q2 2025 was UBS Group, an estimated $16.9M added.
  • The largest Patria Investments seller in Q2 2025 was Grandeur Peak Global Advisors, an estimated $9.74M sold.

Based on aggregated 13F filings for Q2 2025.