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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
SAM
201
Smartleaf Asset Management
Massachusetts
$255K -$37.9K -1,681 -12%
MFS
202
Mirabella Financial Services
United Kingdom
$253K +$19.4K +860 +8%
BAM
203
Blueshift Asset Management
New Jersey
$252K +$36.7K +1,627 +15%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$251K +$121K +5,380 +79%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$245K
AWCI
206
Alpine Woods Capital Investors
New York
$231K +$253K +11,214 New
FDP
207
Financiere des Professionnels
Quebec, Canada
$229K +$251K +11,138 New
X
208
Xponance
Pennsylvania
$227K +$41.4K +1,837 +20%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$214K -$21.8K -966 -8%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$213K +$18.9K +840 +9%
SLAM
211
Swiss Life Asset Management
$204K +$224K +9,940 New
Ensign Peak Advisors
212
Ensign Peak Advisors
Utah
$200K
AIP
213
Ameritas Investment Partners
Nebraska
$198K
US Bancorp
214
US Bancorp
Minnesota
$192K -$120K -5,316 -36%
TRCT
215
Tower Research Capital (TRC)
New York
$164K +$78.5K +3,482 +78%
KAS
216
Kemnay Advisory Services
New York
$140K +$18.1K +802 +13%
AssetMark Inc
217
AssetMark Inc
California
$139K -$518 -23 -0.3%
NAAA
218
New Age Alpha Advisors
New York
$110K -$3.2K -142 -3%
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$104K +$2.03K +90 +2%
GI
220
GAMMA Investing
California
$86.9K -$1.96K -87 -2%
S
221
SignatureFD
Georgia
$78.8K +$55.7K +2,470 +181%
KBC Group
222
KBC Group
Belgium
$74K
VCM
223
Versant Capital Management
Arizona
$72.2K +$49.7K +2,207 +169%
C
224
Covestor
United Kingdom
$70K -$34.5K -1,530 -31%
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$65.7K +$28.5K +1,264 +66%