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Patterson-UTI

366 hedge funds and large institutions have $2.1B invested in Patterson-UTI in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 122 increasing their positions, 128 reducing their positions, and 46 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:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.14% less ownership

Funds ownership: 108.37%105.23% (-3.1%)

15% less capital invested

Capital invested by funds: $2.48B → $2.1B (-$380M)

59% less call options, than puts

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

Holders
366
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
OC
226
Oarsman Capital
Wisconsin
$139K
WA
227
WealthTrust Axiom
Pennsylvania
$136K
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$132K
Pathstone Holdings
229
Pathstone Holdings
New Jersey
$132K
RFC
230
Regions Financial Corp
Alabama
$130K
E3F
231
Eight 31 Financial
Texas
$129K
Wolverine Trading
232
Wolverine Trading
Illinois
$127K
SCM
233
Sterling Capital Management
North Carolina
$127K
SRC
234
Sage Rhino Capital
California
$123K
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$123K
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$116K
Mitsubishi UFJ Trust & Banking
237
Mitsubishi UFJ Trust & Banking
Japan
$116K
JG
238
Jain Global
New York
$111K
KAS
239
Kestra Advisory Services
Texas
$110K
BA
240
Bridgewater Associates
Connecticut
$110K
CGH
241
Crossmark Global Holdings
Texas
$109K
CCM
242
Chilton Capital Management
Texas
$109K
GFA
243
Gallagher Fiduciary Advisors
Illinois
$108K
PP
244
Pingora Partners
Wyoming
$106K
AAP
245
Arax Advisory Partners
Colorado
$104K
Lazard Asset Management
246
Lazard Asset Management
New York
$104K
FCM
247
Fourpath Capital Management
Oklahoma
$103K
QWP
248
Quotient Wealth Partners
Texas
$101K
OR
249
Olympiad Research
Connecticut
$99.8K
IFU
250
iSAM Funds (UK)
United Kingdom
$97.8K