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Patterson-UTI

359 hedge funds and large institutions have $2.1B invested in Patterson-UTI in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 120 increasing their positions, 128 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.3% less ownership

Funds ownership: 108.51%105.21% (-3.3%)

15% less capital invested

Capital invested by funds: $2.49B → $2.1B (-$385M)

59% less call options, than puts

Call options by funds: $9.17M | Put options by funds: $22.4M

Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.17M
Puts
$22.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WealthTrust Axiom
Pennsylvania
$136K
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$132K
Pathstone Holdings
228
Pathstone Holdings
New Jersey
$132K
RFC
229
Regions Financial Corp
Alabama
$130K
E3F
230
Eight 31 Financial
Texas
$129K
Wolverine Trading
231
Wolverine Trading
Illinois
$127K
SCM
232
Sterling Capital Management
North Carolina
$127K
SRC
233
Sage Rhino Capital
California
$123K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$123K
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
$116K
Mitsubishi UFJ Trust & Banking
236
Mitsubishi UFJ Trust & Banking
Japan
$116K
JG
237
Jain Global
New York
$111K
KAS
238
Kestra Advisory Services
Texas
$110K
BA
239
Bridgewater Associates
Connecticut
$110K
CGH
240
Crossmark Global Holdings
Texas
$109K
CCM
241
Chilton Capital Management
Texas
$109K
GFA
242
Gallagher Fiduciary Advisors
Illinois
$108K
PP
243
Pingora Partners
Wyoming
$106K
AAP
244
Arax Advisory Partners
Colorado
$104K
Lazard Asset Management
245
Lazard Asset Management
New York
$104K
FCM
246
Fourpath Capital Management
Oklahoma
$103K
QWP
247
Quotient Wealth Partners
Texas
$101K
OR
248
Olympiad Research
Connecticut
$99.8K
IFU
249
iSAM Funds (UK)
United Kingdom
$97.8K
PCM
250
Polymer Capital Management
New York
$97.5K