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Patterson-UTI

410 hedge funds and large institutions have $4.59B invested in Patterson-UTI in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 135 increasing their positions, 128 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

79% more capital invested

Capital invested by funds: $2.57B → $4.59B (+$2.02B)

42% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $11.8M

10% more funds holding

Funds holding: 372410 (+38)

5% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 128

0.82% more ownership

Funds ownership: 110.91%111.73% (+0.82%)

Holders
410
Holders Change
+38
Holders Change %
+10.22%
% of All Funds
5.05%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
89
Increased
135
Reduced
128
Closed
41
Calls
$16.8M
Puts
$11.8M
Net Calls
+$4.96M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Choate Investment Advisors
Massachusetts
$144K +$114K +13,300 New
KBC Group
302
KBC Group
Belgium
$143K
FFP
303
FourThought Financial Partners
Florida
$142K +$8.78K +1,025 +8%
AAP
304
Arax Advisory Partners
Colorado
$140K -$1.46K -170 -1%
CIS
305
Custom Index Systems
New York
$138K -$24.8K -2,897 -19%
Walleye Trading
306
Walleye Trading
New York
$137K -$2.05M -239,405 -95%
RWM
307
Ritholtz Wealth Management
New York
$137K +$108K +12,631 New
IRC
308
Investors Research Corp
Georgia
$134K -$2.57K -300 -2%
HWM
309
HB Wealth Management
Georgia
$131K +$103K +12,074 New
QC
310
Quent Capital
New York
$128K +$101K +11,850 New
SCM
311
Shelton Capital Management
Colorado
$127K -$10.2K -1,193 -9%
SA
312
Sanctuary Advisors
Indiana
$122K +$96.3K +11,253 New
JSW
313
Journey Strategic Wealth
New Jersey
$121K +$3.9K +456 +4%
LWAM
314
Legacy Wealth Asset Management
Minnesota
$120K -$50.8K -5,938 -35%
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$119K +$37.8K +4,420 +67%
SFA
316
Sequoia Financial Advisors
Ohio
$116K +$91.5K +10,689 New
BCI
317
Brinker Capital Investments
Pennsylvania
$115K -$65.9K -7,694 -42%
DekaBank Deutsche Girozentrale
318
DekaBank Deutsche Girozentrale
Germany
$113K
PP
319
PDS Planning
Ohio
$112K +$88.4K +10,324 New
AWA
320
Arkadios Wealth Advisors
Georgia
$112K -$1.11K -130 -1%
FTWA
321
Fifth Third Wealth Advisors
Ohio
$110K +$86.9K +10,152 New
CAM
322
Cidel Asset Management
Ontario, Canada
$110K +$86.6K +10,115 New
FIM
323
Fruth Investment Management
Texas
$109K
PEP
324
Pickering Energy Partners
Texas
$108K +$85.6K +10,000 New
S
325
SignatureFD
Georgia
$106K +$4.55K +532 +6%