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Privia Health

248 hedge funds and large institutions have $2.58B invested in Privia Health in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 87 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $2.35B → $2.58B (+$231M)

7% more funds holding

Funds holding: 231248 (+17)

2% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 89

4% less call options, than puts

Call options by funds: $6.61M | Put options by funds: $6.89M

4.73% less ownership

Funds ownership: 100.07%95.33% (-4.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
87
Reduced
89
Closed
18
Calls
$6.61M
Puts
$6.89M
Net Calls
-$281K
Net Calls Change
-$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
226
Cornerstone Planning Group
New Jersey
$4.3K +$558 +24 +15%
EWA
227
EverSource Wealth Advisors
Alabama
$4.29K -$50.9K -2,189 -92%
PS
228
Principal Securities
Iowa
$4.18K
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$3.91K +$1.09K +47 +35%
Amundi
230
Amundi
France
$3.83K +$1.28K +55 +47%
RIL
231
Rothschild Investment LLC
Illinois
$3.37K +$1.63K +70 +88%
GWM
232
Geneos Wealth Management
Colorado
$3.3K +$3.42K +147 New
WA
233
WPG Advisers
Maryland
$2.56K +$2.65K +114 New
BAM
234
Bellevue Asset Management
Washington
$2.38K
SW
235
SVB Wealth
Massachusetts
$2.2K +$2.28K +98 New
BIG
236
Brooklyn Investment Group
New York
$1.39K -$488 -21 -25%
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$1.35K
SPIA
238
Steward Partners Investment Advisory
New York
$1.32K
BFS
239
Bare Financial Services
Pennsylvania
$1.05K +$1.09K +47 New
PMAM
240
Picton Mahoney Asset Management
Ontario, Canada
$1K
LC
241
Lindbrook Capital
California
$898 +$929 +40 New
SO
242
Sierra Ocean
California
$898 +$929 +40 New
SS
243
SBI Securities
Japan
$786 +$465 +20 +133%
AAP
244
Arax Advisory Partners
Colorado
$764 +$790 +34 New
APW
245
Aventura Private Wealth
Florida
$763
SC
246
Stephens Consulting
Michigan
$674 +$697 +30 New
BIA
247
Bell Investment Advisors
California
$607
AWM
248
Abound Wealth Management
Tennessee
$113 -$116 -5 -50%
IA
249
IFP Advisors
Florida
$67
RF
250
Rubicon Founders
Tennessee
-$113M -5,773,522 Closed

PRVA Hedge Fund Activity: Q1 2025 in Review

248 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Privia Health (PRVA) for Q1 2025, worth a combined $2.58B — up 9.8% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PRVA positions and 18 closed out — a net gain of 18 holders — while 87 added to existing stakes and 89 trimmed.

The largest buyer was Van Berkom & Associates, opening a new position worth an estimated $46.8M. The largest seller was Rubicon Founders, exiting entirely with an estimated $113M sold.

  • 248 institutional investors held Privia Health (PRVA) as of Q1 2025, up from 231 in Q4 2024.
  • Funds reported $2.58B of Privia Health stock for Q1 2025, up 9.8% quarter-over-quarter.
  • 36 funds opened new Privia Health positions in Q1 2025 and 18 closed out, a net change of +18 holders.
  • The largest Privia Health buyer in Q1 2025 was Van Berkom & Associates, an estimated $46.8M added.
  • The largest Privia Health seller in Q1 2025 was Rubicon Founders, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2025.