We are live on ! Find out more
PRVA icon

Privia Health

248 hedge funds and large institutions have $2.58B invested in Privia Health in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 87 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $2.35B → $2.58B (+$231M)

7% more funds holding

Funds holding: 231248 (+17)

2% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 89

4% less call options, than puts

Call options by funds: $6.61M | Put options by funds: $6.89M

4.73% less ownership

Funds ownership: 100.07%95.33% (-4.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
87
Reduced
89
Closed
18
Calls
$6.61M
Puts
$6.89M
Net Calls
-$281K
Net Calls Change
-$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$410M -$2.29M -98,595 -0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$403M -$5.75M -247,534 -1%
DCP
3
Durable Capital Partners
Maryland
$258M
Vanguard Group
4
Vanguard Group
Pennsylvania
$253M -$3.47M -149,152 -1%
RP
5
Riverbridge Partners
Minnesota
$124M -$7.13M -306,788 -5%
State Street
6
State Street
Massachusetts
$92.3M -$3.1M -133,517 -3%
Principal Financial Group
7
Principal Financial Group
Iowa
$66.4M -$2.84M -122,333 -4%
UBS AM
8
UBS AM
Illinois
$59.1M +$39.4M +1,693,870 +180%
Bank of America
9
Bank of America
North Carolina
$57.5M +$35.8M +1,541,032 +151%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$56.1M +$2.1M +90,270 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$49.6M -$3.45M -148,646 -6%
VBA
12
Van Berkom & Associates
Quebec, Canada
$45.2M +$46.8M +2,013,672 New
Wellington Management Group
13
Wellington Management Group
Massachusetts
$41.9M -$649K -27,921 -1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$37.5M +$5.94M +255,508 +18%
Northern Trust
15
Northern Trust
Illinois
$32M +$725K +31,224 +2%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$31.1M -$737K -31,713 -2%
Franklin Resources
17
Franklin Resources
California
$29.6M +$176K +7,583 +0.6%
N
18
Nuveen
North Carolina
$26.9M -$6.76M -290,816 -20%
Charles Schwab
19
Charles Schwab
California
$26.8M +$1.36M +58,489 +5%
Morgan Stanley
20
Morgan Stanley
New York
$18.5M -$5.06M -217,854 -21%
EAM
21
Eventide Asset Management
Massachusetts
$18.5M +$232 +10 +0%
BCP
22
BlackBarn Capital Partners
New York
$16.8M +$2.01M +86,603 +13%
BG
23
Bellevue Group
Switzerland
$15.7M -$5.94M -255,856 -27%
Goldman Sachs
24
Goldman Sachs
New York
$15.4M -$5.6M -240,884 -26%
CWG
25
C WorldWide Group
Denmark
$13.7M

PRVA Hedge Fund Activity: Q1 2025 in Review

248 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Privia Health (PRVA) for Q1 2025, worth a combined $2.58B — up 9.8% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PRVA positions and 18 closed out — a net gain of 18 holders — while 87 added to existing stakes and 89 trimmed.

The largest buyer was Van Berkom & Associates, opening a new position worth an estimated $46.8M. The largest seller was Rubicon Founders, exiting entirely with an estimated $113M sold.

  • 248 institutional investors held Privia Health (PRVA) as of Q1 2025, up from 231 in Q4 2024.
  • Funds reported $2.58B of Privia Health stock for Q1 2025, up 9.8% quarter-over-quarter.
  • 36 funds opened new Privia Health positions in Q1 2025 and 18 closed out, a net change of +18 holders.
  • The largest Privia Health buyer in Q1 2025 was Van Berkom & Associates, an estimated $46.8M added.
  • The largest Privia Health seller in Q1 2025 was Rubicon Founders, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2025.