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Privia Health

253 hedge funds and large institutions have $2.98B invested in Privia Health in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 85 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

5.75% more ownership

Funds ownership: 91.78%97.53% (+5.7%)

9% less funds holding

Funds holding: 279253 (-26)

37% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 51

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.29M
Puts
$22K
Net Calls
Net Calls Change

Top Buyers

1 +$144M
2 +$32.3M
3 +$22.9M
4
VBA
Van Berkom & Associates
Quebec, Canada
+$21.7M
5
BlackRock
BlackRock
New York
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$6.72K
FFA
227
Farther Finance Advisors
California
$6.5K
BFS
228
Bare Financial Services
Pennsylvania
$6.1K
PA
229
Parallel Advisors
California
$5.85K
GRP
230
Global Retirement Partners
California
$5.8K
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$5.6K
GWM
232
Geneos Wealth Management
Colorado
$5.38K
PS
233
Principal Securities
Iowa
$5.3K
HFS
234
Hantz Financial Services
Michigan
$5K
RIL
235
Rothschild Investment LLC
Illinois
$4.73K
BAM
236
Bellevue Asset Management
Washington
$3.63K
Optiver Holding
237
Optiver Holding
Netherlands
$3.19K
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$2.81K
AA
239
Ancora Advisors
Ohio
$2.56K
SS
240
SBI Securities
Japan
$1.54K
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$1.49K
CT
242
Clearstead Trust
Maine
$1.49K
FHC
243
First Horizon Corporation
Tennessee
$1.15K
PMAM
244
Picton Mahoney Asset Management
Ontario, Canada
$1K
WA
245
WPG Advisers
Maryland
$722
BIA
246
Bell Investment Advisors
California
$673
CPG
247
Cornerstone Planning Group
New Jersey
$551
CA
248
Clearstead Advisors
Ohio
$474
RWS
249
Retirement Wealth Solutions
Wisconsin
$474
ASN
250
Advisory Services Network
Georgia
$249