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Privia Health

280 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, 90 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.71B → $2.71B (-$2.75M)

3.61% less ownership

Funds ownership: 100.12%96.52% (-3.6%)

Holders
280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.48M
Puts
$1.03M
Net Calls
Net Calls Change

Top Buyers

1 +$20.4M
2 +$15.5M
3 +$12.4M
4
BlackRock
BlackRock
New York
+$11M
5
Millennium Management
Millennium Management
New York
+$10.5M

Top Sellers

1 -$91.6M
2 -$38M
3 -$31.1M
4
RP
Riverbridge Partners
Minnesota
-$13.1M
5
UBS AM
UBS AM
Illinois
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
251
Principal Securities
Iowa
$4.95K
MCM
252
MAI Capital Management
Ohio
$4.6K
GRP
253
Global Retirement Partners
California
$4.09K
RIL
254
Rothschild Investment LLC
Illinois
$3.68K
CPG
255
Cornerstone Planning Group
New Jersey
$3.11K
KG
256
Kilter Group
New York
$2.76K
FFA
257
Farther Finance Advisors
California
$2.74K
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$2.6K
WA
259
WPG Advisers
Maryland
$2.51K
BAM
260
Bellevue Asset Management
Washington
$2.44K
BIG
261
Brooklyn Investment Group
New York
$2.42K
AA
262
Ancora Advisors
Ohio
$2.37K
AAP
263
Arax Advisory Partners
Colorado
$2.16K
SO
264
Sierra Ocean
California
$1.89K
IA
265
IFP Advisors
Florida
$1.84K
HNW
266
High Note Wealth
Minnesota
$1.56K
CIAM
267
Caitong International Asset Management
Hong Kong
$1.45K
Russell Investments Group
268
Russell Investments Group
United Kingdom
$1.4K
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.38K
CT
270
Clearstead Trust
Maine
$1.38K
GWM
271
Geneos Wealth Management
Colorado
$1.1K
JSAM
272
J. Safra Asset Management
New York
$1.08K
SS
273
SBI Securities
Japan
$1.03K
PMAM
274
Picton Mahoney Asset Management
Ontario, Canada
$1K
HFS
275
Hantz Financial Services
Michigan
$1K