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Privia Health

293 hedge funds and large institutions have $2.49B invested in Privia Health in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

6% more funds holding

Funds holding: 276293 (+17)

4% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 98

0.47% less ownership

Funds ownership: 98.2%97.73% (-0.47%)

13% less capital invested

Capital invested by funds: $2.86B → $2.49B (-$377M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
293
Holders Change
+17
Holders Change %
+6.16%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
102
Reduced
98
Closed
30
Calls
$2.67M
Puts
Net Calls
+$2.67M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
251
First Horizon Corporation
Tennessee
$9.24K -$1.51K -67 -13%
BFP
252
Birchwood Financial Partners
Minnesota
$8.27K
RIL
253
Rothschild Investment LLC
Illinois
$7.92K +$4.06K +180 +88%
OCWP
254
Owl Creek Wealth Partners
Colorado
$7.2K +$7.89K +350 New
BIA
255
Bell Investment Advisors
California
$5.92K +$5.88K +261 +967%
CPG
256
Cornerstone Planning Group
New Jersey
$5.59K
QL
257
Quarry LP
New York
$5.37K -$1.85K -82 -24%
EP
258
Essential Partners
California
$5.31K +$1.67K +74 +40%
IA
259
IFP Advisors
Florida
$4.75K +$4.71K +209 +950%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$4.63K
B
261
Bayban
Minnesota
$4.48K -$19.5K -863 -80%
SIS
262
Sound Income Strategies
Florida
$4.24K
JFA
263
JNBA Financial Advisors
Minnesota
$4.09K +$4.49K +199 New
BFS
264
Bare Financial Services
Pennsylvania
$3.76K -$1.22K -54 -23%
PWA
265
Physician Wealth Advisors
Utah
$3.35K +$3.67K +163 New
RF
266
Rossby Financial
Florida
$3.14K +$3.36K +149 New
ASN
267
Advisory Services Network
Georgia
$2.82K +$3.09K +137 New
ZBNA
268
Zions Bancorporation, National Association
Utah
$2.82K +$3.09K +137 New
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$2.49K -$6.54K -290 -71%
TPWA
270
Twin Peaks Wealth Advisors
California
$2.45K +$2.68K +119 New
AAP
271
Arax Advisory Partners
Colorado
$2.2K +$2.19K +97 +970%
AA
272
Ancora Advisors
Ohio
$2.12K
MCM
273
MAI Capital Management
Ohio
$1.81K +$1.98K +88 New
KFAS
274
Keating Financial Advisory Services
Kansas
$1.67K +$1.83K +81 New
Osaic Holdings
275
Osaic Holdings
Arizona
$1.34K -$17.4K -774 -92%