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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
GI
126
GAMMA Investing
California
$7.04K +$1.94K +162 +48%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$5K +$1.37K +114 +48%
TWD
128
True Wealth Design
Ohio
$4.79K +$3.65K +304 +822%
Osaic Holdings
129
Osaic Holdings
Arizona
$4.08K +$3.48K +290 New
MCM
130
MAI Capital Management
Ohio
$3.11K +$2.65K +221 New
Raymond James Financial
131
Raymond James Financial
Florida
$3K -$825K -68,835 -100%
IA
132
IFP Advisors
Florida
$2.95K -$12 -1 Closed
SWP
133
Strategic Wealth Partners
Ohio
$2.74K +$2.34K +195 New
PWA
134
Physician Wealth Advisors
Utah
$2.49K +$2.12K +177 New
EP
135
Essential Partners
California
$2.22K +$1.9K +158 New
RIL
136
Rothschild Investment LLC
Illinois
$2.11K +$1.32K +110 +275%
SCM
137
Sterling Capital Management
North Carolina
$2.04K +$1.05K +88 +154%
US Bancorp
138
US Bancorp
Minnesota
$1.63K -$1.51K -126 -52%
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$1.34K -$3.01K -251 -73%
PA
140
Parallel Advisors
California
$506 -$2.89K -241 -87%
AAP
141
Arax Advisory Partners
Colorado
$436 +$372 +31 New
BIG
142
Brooklyn Investment Group
New York
$254 -$192 -16 -47%
TIM
143
Total Investment Management
Arizona
$14 +$12 +1 New
Capital International Investors
144
Capital International Investors
California
-$2.84M -251,338 Closed
PP
145
Praetorian PR
Puerto Rico
-$1.75M -155,000 Closed
TI
146
Trexquant Investment
Connecticut
-$1.14M -100,819 Closed
ECM
147
ExodusPoint Capital Management
New York
-$675K -59,800 Closed
TCM
148
TimesSquare Capital Management
New York
-$666K -59,000 Closed
FRM
149
Fox Run Management
Connecticut
-$504K -44,634 Closed
KWM
150
Kingsview Wealth Management
Oregon
-$349K -30,924 Closed

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.