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Privia Health

255 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, 102 increasing their positions, 85 reducing their positions, and 52 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: 279255 (-24)

38% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 52

Holders
255
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
UB
226
UMB Bank
Missouri
$7.89K
IA
227
IFP Advisors
Florida
$7.25K
JSAM
228
J. Safra Asset Management
New York
$6.75K
PTC
229
Private Trust Company
Ohio
$6.72K
FFA
230
Farther Finance Advisors
California
$6.5K
BFS
231
Bare Financial Services
Pennsylvania
$6.1K
PA
232
Parallel Advisors
California
$5.85K
GRP
233
Global Retirement Partners
California
$5.8K
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$5.6K
GWM
235
Geneos Wealth Management
Colorado
$5.38K
PS
236
Principal Securities
Iowa
$5.3K
HFS
237
Hantz Financial Services
Michigan
$5K
RIL
238
Rothschild Investment LLC
Illinois
$4.73K
BAM
239
Bellevue Asset Management
Washington
$3.63K
Optiver Holding
240
Optiver Holding
Netherlands
$3.19K
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$2.81K
AA
242
Ancora Advisors
Ohio
$2.56K
SS
243
SBI Securities
Japan
$1.54K
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$1.49K
CT
245
Clearstead Trust
Maine
$1.49K
FHC
246
First Horizon Corporation
Tennessee
$1.15K
PMAM
247
Picton Mahoney Asset Management
Ontario, Canada
$1K
WA
248
WPG Advisers
Maryland
$722
BIA
249
Bell Investment Advisors
California
$673
CPG
250
Cornerstone Planning Group
New Jersey
$551