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Privia Health

276 hedge funds and large institutions have $2.86B invested in Privia Health in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,842% more call options, than puts

Call options by funds: $939K | Put options by funds: $19K

81% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 27

44% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 77

7% more funds holding

Funds holding: 259276 (+17)

0.66% more ownership

Funds ownership: 97.54%98.2% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $2.98B → $2.86B (-$117M)

Holders
276
Holders Change
+17
Holders Change %
+6.56%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
111
Reduced
77
Closed
27
Calls
$939K
Puts
$19K
Net Calls
+$920K
Net Calls Change
-$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
B
226
Bayban
Minnesota
$25.6K +$26.3K +1,081 New
FMP
227
Financial Management Professionals
Texas
$23.3K
WTC
228
WhitTier Trust Company
Nevada
$21.9K +$21.8K +897 New
SL
229
Salomon & Ludwin
Virginia
$21.3K
Osaic Holdings
230
Osaic Holdings
Arizona
$19.9K -$17.7K -726 -46%
Ohio Public Employees Retirement System (OPERS)
231
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.9K -$998 -41 -5%
CT
232
Colonial Trust
South Carolina
$17.1K +$2.29K +94 +15%
Los Angeles Capital Management
233
Los Angeles Capital Management
California
$15.6K +$15.5K +636 New
PTC
234
Private Trust Company
Ohio
$14.7K +$8.54K +351 +130%
UB
235
UMB Bank
Missouri
$13.9K +$6.52K +268 +85%
EWA
236
EverSource Wealth Advisors
Alabama
$13.5K -$49 -2 -0.4%
IAIM
237
International Assets Investment Management
Florida
$13K +$13.3K +548 New
FHC
238
First Horizon Corporation
Tennessee
$12.2K +$11.4K +470 +1,022%
HNB
239
Huntington National Bank
Ohio
$10.8K -$3.8K -156 -25%
FFA
240
Farther Finance Advisors
California
$10.1K +$3.97K +163 +62%
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$9.74K -$4.94K -203 -33%
MFP
242
Meramec Financial Planners
Missouri
$9.65K +$10.7K +439 New
BFP
243
Birchwood Financial Partners
Minnesota
$9.53K +$9.79K +402 New
QL
244
Quarry LP
New York
$8.13K +$8.35K +343 New
LFG
245
Larson Financial Group
Missouri
$7.63K -$609 -25 -7%
PA
246
Parallel Advisors
California
$7.45K +$1.92K +79 +34%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$6.83K +$4.26K +175 +155%
JSAM
248
J. Safra Asset Management
New York
$6.42K
BFS
249
Bare Financial Services
Pennsylvania
$5.62K -$195 -8 -3%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$5.33K