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Privia Health

280 hedge funds and large institutions have $2.57B invested in Privia Health in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

434% more call options, than puts

Call options by funds: $5.48M | Put options by funds: $1.03M

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

13% more funds holding

Funds holding: 248280 (+32)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $2.58B → $2.57B (-$6.32M)

3.57% less ownership

Funds ownership: 95.33%91.77% (-3.6%)

Holders
280
Holders Change
+32
Holders Change %
+12.9%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
108
Reduced
89
Closed
19
Calls
$5.48M
Puts
$1.03M
Net Calls
+$4.45M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
251
Principal Securities
Iowa
$4.95K +$23 +1 +0.5%
MCM
252
MAI Capital Management
Ohio
$4.6K +$4.63K +200 New
GRP
253
Global Retirement Partners
California
$4.09K +$4.12K +178 New
EP
254
Essential Partners
California
$4.05K +$4.08K +176 New
RIL
255
Rothschild Investment LLC
Illinois
$3.68K +$232 +10 +7%
CPG
256
Cornerstone Planning Group
New Jersey
$3.11K -$556 -24 -13%
KG
257
Kilter Group
New York
$2.76K +$2.78K +120 New
FFA
258
Farther Finance Advisors
California
$2.74K +$2.75K +119 New
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$2.6K -$1.55K -67 -37%
WA
260
WPG Advisers
Maryland
$2.51K -$116 -5 -4%
BAM
261
Bellevue Asset Management
Washington
$2.44K
BIG
262
Brooklyn Investment Group
New York
$2.42K +$996 +43 +69%
AA
263
Ancora Advisors
Ohio
$2.37K +$2.38K +103 New
AAP
264
Arax Advisory Partners
Colorado
$2.16K +$1.39K +60 +176%
SO
265
Sierra Ocean
California
$1.89K +$972 +42 +105%
IA
266
IFP Advisors
Florida
$1.84K +$185 +8 New
HNW
267
High Note Wealth
Minnesota
$1.56K +$1.57K +68 New
CIAM
268
Caitong International Asset Management
Hong Kong
$1.45K -$75.5K -3,260 -98%
Russell Investments Group
269
Russell Investments Group
United Kingdom
$1.4K -$60.1K -2,596 -98%
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$1.38K
CT
271
Clearstead Trust
Maine
$1.38K +$1.39K +60 New
GWM
272
Geneos Wealth Management
Colorado
$1.1K -$2.29K -99 -67%
SS
273
SBI Securities
Japan
$1.03K +$232 +10 +29%
PMAM
274
Picton Mahoney Asset Management
Ontario, Canada
$1K
HFS
275
Hantz Financial Services
Michigan
$1K +$1.32K +57 New

PRVA Hedge Fund Activity: Q2 2025 in Review

280 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Privia Health (PRVA) for Q2 2025, worth a combined $2.57B — down 0.25% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PRVA positions and 19 closed out — a net gain of 34 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was Van Berkom & Associates, adding an estimated $20.6M. The largest seller was Fidelity Investments, cutting an estimated $92.2M.

  • 280 institutional investors held Privia Health (PRVA) as of Q2 2025, up from 248 in Q1 2025.
  • Funds reported $2.57B of Privia Health stock for Q2 2025, down 0.25% quarter-over-quarter.
  • 53 funds opened new Privia Health positions in Q2 2025 and 19 closed out, a net change of +34 holders.
  • The largest Privia Health buyer in Q2 2025 was Van Berkom & Associates, an estimated $20.6M added.
  • The largest Privia Health seller in Q2 2025 was Fidelity Investments, an estimated $92.2M sold.

Based on aggregated 13F filings for Q2 2025.