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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
EC
201
EntryPoint Capital
New York
$203K +$209K +8,582 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$161K +$4.21K +173 +3%
AssetMark Inc
203
AssetMark Inc
California
$161K -$7.89K -324 -5%
KAS
204
Kemnay Advisory Services
New York
$142K +$146K +6,006 New
NAAA
205
New Age Alpha Advisors
New York
$131K +$134K +5,506 New
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$118K +$1.07K +44 +0.9%
C
207
Covestor
United Kingdom
$116K -$22.3K -915 -16%
PWPS
208
Pinnacle Wealth Planning Services
Ohio
$108K +$111K +4,561 New
TRCT
209
Tower Research Capital (TRC)
New York
$106K +$48.4K +1,987 +79%
A
210
AlphaQuest
New York
$103K
GI
211
GAMMA Investing
California
$102K +$69.8K +2,869 +199%
KAS
212
Kestra Advisory Services
Texas
$93K +$95.4K +3,921 New
KBC Group
213
KBC Group
Belgium
$85K
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$78.8K +$998 +41 +1%
BNP Paribas Asset Management
215
BNP Paribas Asset Management
France
$46K +$12K +494 +34%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$39.2K -$414 -17 -1%
PPC
217
Park Place Capital
Alabama
$38.3K
GRP
218
Global Retirement Partners
California
$37.6K +$32.9K +1,351 +580%
Bessemer Group
219
Bessemer Group
New Jersey
$34K +$18.5K +758 +112%
S
220
SignatureFD
Georgia
$32.3K -$341 -14 -1%
VCM
221
Versant Capital Management
Arizona
$30.9K +$13.7K +564 +76%
Jones Financial Companies
222
Jones Financial Companies
Missouri
$29.8K -$487 -20 -2%
AF
223
Allworth Financial
California
$27.9K -$828 -34 -3%
SAG
224
SageView Advisory Group
California
$27.4K +$28.1K +1,154 New
HFS
225
Hantz Financial Services
Michigan
$27K +$22.5K +926 +456%