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Privia Health
PRVA

Overview Fund Activity

247 hedge funds and large institutions have $2.71B invested in Privia Health in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
86
Reduced
89
Closed
17
Calls
$6.61M
Puts
$6.89M
Net Calls
-$281K
Net Calls Change
-$5.58M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$45.2M
2
UBS AM
UBS AM
Illinois
+$38M
3
Bank of America
Bank of America
North Carolina
+$34.6M
4
SAM
Silvercrest Asset Management
New York
+$12.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$8.87M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$79.8M
2
SFM
Soros Fund Management
New York
-$13.7M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$6.95M
4
RP
Riverbridge Partners
Minnesota
-$6.89M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$4.29K -$49.1K -2,189 -92%
PS
227
Principal Securities
Iowa
$4.18K – – –
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$3.91K +$1.02K +47 +35%
Amundi
229
Amundi
France
$3.83K +$1.22K +55 +47%
RIL
230
Rothschild Investment LLC
Illinois
$3.37K +$1.57K +70 +88%
GWM
231
Geneos Wealth Management
Colorado
$3.3K +$3.3K +147 New
WA
232
WPG Advisers
Maryland
$2.56K +$2.56K +114 New
BAM
233
Bellevue Asset Management
Washington
$2.38K – – –
SW
234
SVB Wealth
Massachusetts
$2.2K +$2.2K +98 New
BIG
235
Brooklyn Investment Group
New York
$1.39K -$471 -21 -25%
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$1.35K – – –
SPIA
237
Steward Partners Investment Advisory
New York
$1.33K – – –
JSAM
238
J. Safra Asset Management
New York
$1.1K -$247 -11 -18%
BFS
239
Bare Financial Services
Pennsylvania
$1.06K +$1.06K +47 New
PMAM
240
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
SO
241
Sierra Ocean
California
$898 +$898 +40 New
LC
242
Lindbrook Capital
California
$898 +$898 +40 New
SS
243
SBI Securities
Japan
$786 +$449 +20 +133%
AAP
244
Arax Advisory Partners
Colorado
$764 +$764 +34 New
SC
245
Stephens Consulting
Michigan
$674 +$674 +30 New
BIA
246
Bell Investment Advisors
California
$607 – – –
AWM
247
Abound Wealth Management
Tennessee
$113 -$113 -5 -50%
IA
248
IFP Advisors
Florida
$67 -$59 – –
SFM
249
Soros Fund Management
New York
– -$13.7M -700,000 Closed
Nordea Investment Management
250
Nordea Investment Management
Sweden
– -$6.95M -349,773 Closed
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