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Patria Investments

159 hedge funds and large institutions have $647M invested in Patria Investments in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $450K | Put options by funds: $270K

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

5.53% more ownership

Funds ownership: 71.64%77.17% (+5.5%)

3% more funds holding

Funds holding: 154159 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 56

15% less capital invested

Capital invested by funds: $757M → $647M (-$110M)

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
1.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
51
Reduced
56
Closed
24
Calls
$450K
Puts
$270K
Net Calls
+$180K
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$13.7K +$197 +14 +1%
VCM
127
Versant Capital Management
Arizona
$13.5K -$1.97K -140 -12%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$11.1K -$295 -21 -2%
Optiver Holding
129
Optiver Holding
Netherlands
$9.35K +$5.43K +386 +108%
GI
130
GAMMA Investing
California
$9.16K -$5.32K -378 -34%
TWC
131
TD Waterhouse Canada
Ontario, Canada
$7.4K +$8.24K +586 New
AF
132
Allworth Financial
California
$6.94K +$4.97K +353 +178%
FC
133
Financial Consulate
Maryland
$6.3K
S
134
SignatureFD
Georgia
$5.99K -$4.87K -346 -42%
SCM
135
Sterling Capital Management
North Carolina
$5.43K
Osaic Holdings
136
Osaic Holdings
Arizona
$4.52K -$436 -31 -8%
TWD
137
True Wealth Design
Ohio
$4.3K -$816 -58 -15%
RIL
138
Rothschild Investment LLC
Illinois
$4.06K +$957 +68 +27%
EP
139
Essential Partners
California
$3.86K +$760 +54 +21%
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$3.45K
SWP
141
Strategic Wealth Partners
Ohio
$2.46K
MCM
142
MAI Capital Management
Ohio
$2.39K +$1.7K +121 +175%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$2.17K +$2.63K +187 New
EWA
144
EverSource Wealth Advisors
Alabama
$2.12K -$352 -25 -13%
IA
145
IFP Advisors
Florida
$2.1K -$478 -34 -17%
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$1.79K +$295 +21 +17%
PWA
147
Physician Wealth Advisors
Utah
$1.59K -$717 -51 -29%
US Bancorp
148
US Bancorp
Minnesota
$1.46K
RFP
149
Root Financial Partners
California
$1.25K +$1.39K +99 New
CIAM
150
Caitong International Asset Management
Hong Kong
$1.07K +$1.2K +85 New