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Privia Health

257 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, 103 increasing their positions, 86 reducing their positions, and 50 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: $ → $

5.77% more ownership

Funds ownership: 91.76%97.53% (+5.8%)

8% less funds holding

Funds holding: 278257 (-21)

36% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 50

Holders
257
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
Name Holding Trade Value Shares
Change
Change in
Stake
UB
226
UMB Bank
Missouri
$7.89K
JSAM
227
J. Safra Asset Management
New York
$6.75K
PTC
228
Private Trust Company
Ohio
$6.72K
FFA
229
Farther Finance Advisors
California
$6.5K
BFS
230
Bare Financial Services
Pennsylvania
$6.1K
PA
231
Parallel Advisors
California
$5.85K
GRP
232
Global Retirement Partners
California
$5.8K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$5.6K
GWM
234
Geneos Wealth Management
Colorado
$5.38K
PS
235
Principal Securities
Iowa
$5.3K
HFS
236
Hantz Financial Services
Michigan
$5K
RIL
237
Rothschild Investment LLC
Illinois
$4.73K
BAM
238
Bellevue Asset Management
Washington
$3.63K
Optiver Holding
239
Optiver Holding
Netherlands
$3.19K
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$2.81K
AA
241
Ancora Advisors
Ohio
$2.56K
IA
242
IFP Advisors
Florida
$1.69K
SS
243
SBI Securities
Japan
$1.54K
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$1.49K
CT
245
Clearstead Trust
Maine
$1.49K
KG
246
Kilter Group
New York
$1.37K
FHC
247
First Horizon Corporation
Tennessee
$1.15K
PMAM
248
Picton Mahoney Asset Management
Ontario, Canada
$1K
WA
249
WPG Advisers
Maryland
$722
BIA
250
Bell Investment Advisors
California
$673