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Privia Health

247 hedge funds and large institutions have $2.71B invested in Privia Health in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
86
Reduced
89
Closed
17
Calls
$6.61M
Puts
$6.89M
Net Calls
-$281K
Net Calls Change
-$5.58M
Name Holding Trade Value Shares
Change
Shares
Change %
PPC
201
Park Place Capital
Alabama
$48.1K +$8.76K +390 +22%
CCM
202
Coldstream Capital Management
Washington
$47K +$47K +2,092 New
FHA
203
First Horizon Advisors
Tennessee
$40.6K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$40K +$13.4K +604 +50%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$37.1K
TRCT
206
Tower Research Capital (TRC)
New York
$33.7K -$48.8K -2,175 -59%
Jones Financial Companies
207
Jones Financial Companies
Missouri
$25.1K +$16K +707 +175%
S
208
SignatureFD
Georgia
$23.3K
AF
209
Allworth Financial
California
$23.2K +$235 +10 +1%
Ohio Public Employees Retirement System (OPERS)
210
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.6K +$539 +24 +3%
VCM
211
Versant Capital Management
Arizona
$16.6K
QL
212
Quarry LP
New York
$16.5K -$61.5K -2,741 -79%
Osaic Holdings
213
Osaic Holdings
Arizona
$15.3K -$23.5K -1,046 -61%
CT
214
Colonial Trust
South Carolina
$14.1K
HNB
215
Huntington National Bank
Ohio
$13.8K -$314 -14 -2%
C
216
Covestor
United Kingdom
$10K -$47 -2 -0.5%
RA
217
Rise Advisors
New York
$7.59K +$7.59K +338 New
UB
218
UMB Bank
Missouri
$7.57K +$2.58K +115 +52%
WTA
219
Washington Trust Advisors
Massachusetts
$6.31K
PA
220
Parallel Advisors
California
$6.06K +$1.55K +69 +34%
GBT
221
Grove Bank & Trust
Florida
$5.77K +$5.68K +253 +6,325%
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$5.14K +$90 +4 +2%
PTC
223
Private Trust Company
Ohio
$4.83K +$4.83K +215 New
LFG
224
Larson Financial Group
Missouri
$4.36K +$4.33K +193 +19,300%
CPG
225
Cornerstone Planning Group
New Jersey
$4.3K +$561 +24 +15%