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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 %
BlackRock
1
BlackRock
New York
$410M -$2.21M -98,595 -0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$403M -$5.56M -247,534 -1%
DCP
3
Durable Capital Partners
Maryland
$258M
Vanguard Group
4
Vanguard Group
Pennsylvania
$253M -$3.35M -149,152 -1%
RF
5
Rubicon Founders
Tennessee
$130M
RP
6
Riverbridge Partners
Minnesota
$124M -$6.89M -306,788 -5%
State Street
7
State Street
Massachusetts
$92.3M -$3M -133,517 -3%
Principal Financial Group
8
Principal Financial Group
Iowa
$66.4M -$2.75M -122,333 -4%
UBS AM
9
UBS AM
Illinois
$59.1M +$38M +1,693,870 +180%
Bank of America
10
Bank of America
North Carolina
$57.5M +$34.6M +1,541,032 +151%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$56.1M +$2.03M +90,270 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$49.6M -$3.34M -148,646 -6%
VBA
13
Van Berkom & Associates
Quebec, Canada
$45.2M +$45.2M +2,013,672 New
Wellington Management Group
14
Wellington Management Group
Massachusetts
$41.9M -$627K -27,921 -1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$37.5M +$5.74M +255,508 +18%
Northern Trust
16
Northern Trust
Illinois
$32M +$701K +31,224 +2%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$31.1M -$712K -31,713 -2%
Franklin Resources
18
Franklin Resources
California
$29.6M +$170K +7,583 +0.6%
NL
19
Nuveen LLC
North Carolina
$26.9M +$26.9M +1,198,163 New
Charles Schwab
20
Charles Schwab
California
$26.8M +$1.31M +58,489 +5%
Morgan Stanley
21
Morgan Stanley
New York
$18.5M -$4.89M -217,854 -21%
EAM
22
Eventide Asset Management
Massachusetts
$18.5M +$225 +10 +0%
BCP
23
BlackBarn Capital Partners
New York
$16.8M +$1.94M +86,603 +13%
BG
24
Bellevue Group
Switzerland
$15.7M -$5.74M -255,856 -27%
Goldman Sachs
25
Goldman Sachs
New York
$15.4M -$5.41M -240,884 -26%