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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
CPG
251
Cornerstone Planning Group
New Jersey
$5.24K +$5.04K +207 +900%
RIL
252
Rothschild Investment LLC
Illinois
$4.86K +$365 +15 +8%
SIS
253
Sound Income Strategies
Florida
$4.69K +$4.89K +201 New
EP
254
Essential Partners
California
$4.36K
CIAS
255
CBIZ Investment Advisory Services
Ohio
$4.17K +$4.28K +176 New
ACM
256
Aster Capital Management
United Arab Emirates
$3.53K +$3.63K +149 New
BAM
257
Bellevue Asset Management
Washington
$3.46K
AA
258
Ancora Advisors
Ohio
$2.44K
WA
259
WPG Advisers
Maryland
$1.9K +$1.24K +51 +176%
HNW
260
High Note Wealth
Minnesota
$1.61K +$1.66K +68 New
SS
261
SBI Securities
Japan
$1.47K
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$1.42K
PMAM
263
Picton Mahoney Asset Management
Ontario, Canada
$1.42K
KG
264
Kilter Group
New York
$1.3K
BIA
265
Bell Investment Advisors
California
$641
RWS
266
Retirement Wealth Solutions
Wisconsin
$570 +$122 +5 +26%
RFP
267
Root Financial Partners
California
$569 +$584 +24 New
IA
268
IFP Advisors
Florida
$522 -$1.12K -46 -68%
FHA
269
Flagship Harbor Advisors
Massachusetts
$356 +$365 +15 New
GWM
270
Gilpin Wealth Management
Colorado
$309 +$316 +13 New
AAP
271
Arax Advisory Partners
Colorado
$237 -$57.3K -2,354 -100%
AW
272
Ankerstar Wealth
Texas
$237 +$243 +10 New
AWM
273
Abound Wealth Management
Tennessee
$119
SS
274
Sunbelt Securities
Texas
$119
OC
275
Optima Capital
Oregon
$95 +$97 +4 New