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Privia Health
PRVA

Overview Fund Activity

279 hedge funds and large institutions have $2.71B invested in Privia Health in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 107 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+32
Holders Change %
+12.96%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
53
Increased
107
Reduced
89
Closed
18
Calls
$5.48M
Puts
$1.03M
Net Calls
+$4.45M
Net Calls Change
+$4.73M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
$66.7M
2
SAM
Silvercrest Asset Management
New York
$28.7M
3
FGP
Freestone Grove Partners
California
$12.4M
4
BlackRock
BlackRock
New York
$431M
5
Millennium Management
Millennium Management
New York
$18.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$322M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.99M
3
Bank of America
Bank of America
North Carolina
$27.8M
4
RP
Riverbridge Partners
Minnesota
$114M
5
UBS AM
UBS AM
Illinois
$48.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
251
MAI Capital Management
Ohio
$4.6K +$4.6K +200 New
GRP
252
Global Retirement Partners
California
$4.09K +$4.09K +178 New
RIL
253
Rothschild Investment LLC
Illinois
$3.68K +$230 +10 +7%
CPG
254
Cornerstone Planning Group
New Jersey
$3.11K -$467 -24 -13%
KG
255
Kilter Group
New York
$2.76K +$2.76K +120 New
FFA
256
Farther Finance Advisors
California
$2.74K +$2.74K +119 New
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$2.6K -$1.54K -67 -37%
WA
258
WPG Advisers
Maryland
$2.51K -$115 -5 -4%
BAM
259
Bellevue Asset Management
Washington
$2.44K – – –
BIG
260
Brooklyn Investment Group
New York
$2.42K +$989 +43 +69%
AA
261
Ancora Advisors
Ohio
$2.37K +$2.37K +103 New
AAP
262
Arax Advisory Partners
Colorado
$2.16K +$1.38K +60 +176%
SO
263
Sierra Ocean
California
$1.89K +$966 +42 +105%
IA
264
IFP Advisors
Florida
$1.84K +$1.84K +8 New
HNW
265
High Note Wealth
Minnesota
$1.56K +$1.56K +68 New
CIAM
266
Caitong International Asset Management
Hong Kong
$1.45K -$75K -3,260 -98%
Russell Investments Group
267
Russell Investments Group
United Kingdom
$1.4K -$59.7K -2,596 -98%
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.38K – – –
CT
269
Clearstead Trust
Maine
$1.38K +$1.38K +60 New
GWM
270
Geneos Wealth Management
Colorado
$1.1K -$2.28K -99 -67%
JSAM
271
J. Safra Asset Management
New York
$1.08K – – –
SS
272
SBI Securities
Japan
$1.04K +$230 +10 +29%
PMAM
273
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
HFS
274
Hantz Financial Services
Michigan
$1K +$1K +57 New
PWA
275
Physician Wealth Advisors
Utah
$989 +$989 +43 New
8 9 10
11
12