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Patria Investments

148 hedge funds and large institutions have $660M invested in Patria Investments in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $4.67M | Put options by funds: $1.15M

36% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 42

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $615M → $660M (+$44.6M)

3% more funds holding

Funds holding: 143148 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4.22% less ownership

Funds ownership: 72.18%67.96% (-4.2%)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
57
Reduced
42
Closed
18
Calls
$4.67M
Puts
$1.15M
Net Calls
+$3.52M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$134M -$7.14M -511,060 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$97M +$13.9M +994,876 +18%
BlackRock
3
BlackRock
New York
$79.3M +$6.84M +489,579 +10%
PP
4
Pertento Partners
United Kingdom
$58M +$9.15M +654,966 +20%
SC
5
Samlyn Capital
New York
$29M +$924K +66,161 +3%
MMA
6
Mizuho Markets Americas
New York
$21.9M +$21M +1,500,000 New
IMC
7
Inherent Management Corp
New York
$21.7M +$243K +17,368 +1%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$18.9M -$4.57M -327,291 -20%
State Street
9
State Street
Massachusetts
$18.7M -$107K -7,646 -0.6%
Millennium Management
10
Millennium Management
New York
$12.6M +$433K +30,978 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.2M +$63.9K +4,575 +0.6%
MFM
12
MHR Fund Management
New York
$11.7M +$2.4M +172,018 +27%
UBS Group
13
UBS Group
Switzerland
$11.5M -$13.2M -948,269 -55%
N
14
Nuveen
North Carolina
$10.2M -$1.99M -142,728 -17%
Northern Trust
15
Northern Trust
Illinois
$9.31M +$560K +40,103 +7%
Goldman Sachs
16
Goldman Sachs
New York
$6.75M +$4.61M +330,253 +250%
Vanguard Group
17
Vanguard Group
Pennsylvania
$6.28M +$99.6K +7,133 +2%
AC
18
Amitell Capital
Singapore
$5.83M -$2.82M -202,063 -34%
GPGA
19
Grandeur Peak Global Advisors
Utah
$5.76M -$5.83M -417,530 -51%
6CM
20
683 Capital Management
New York
$5.55M -$279K -20,000 -5%
Bank of America
21
Bank of America
North Carolina
$5.15M +$2.84M +203,615 +137%
Allianz Asset Management
22
Allianz Asset Management
Germany
$4.23M +$2.1M +150,000 +107%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.96M -$32.1K -2,297 -0.8%
Citigroup
24
Citigroup
New York
$3.82M +$974K +69,761 +36%
Invesco
25
Invesco
Georgia
$3.42M +$370K +26,500 +13%

PAX Hedge Fund Activity: Q3 2025 in Review

148 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Patria Investments (PAX) for Q3 2025, worth a combined $660M — up 7.2% from $615M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PAX positions and 18 closed out — a net gain of 5 holders — while 57 added to existing stakes and 42 trimmed.

The largest buyer was Mizuho Markets Americas, opening a new position worth an estimated $21M. The largest seller was UBS Group, cutting an estimated $13.2M.

  • 148 institutional investors held Patria Investments (PAX) as of Q3 2025, up from 143 in Q2 2025.
  • Funds reported $660M of Patria Investments stock for Q3 2025, up 7.2% quarter-over-quarter.
  • 23 funds opened new Patria Investments positions in Q3 2025 and 18 closed out, a net change of +5 holders.
  • The largest Patria Investments buyer in Q3 2025 was Mizuho Markets Americas, an estimated $21M added.
  • The largest Patria Investments seller in Q3 2025 was UBS Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2025.