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Patterson-UTI

381 hedge funds and large institutions have $3.3B invested in Patterson-UTI in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 135 increasing their positions, 126 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 365381 (+16)

7% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 126

0.37% more ownership

Funds ownership: 103.58%103.95% (+0.37%)

1% less capital invested

Capital invested by funds: $3.34B → $3.3B (-$35.1M)

80% less call options, than puts

Call options by funds: $7.29M | Put options by funds: $36.7M

Holders
381
Holders Change
+16
Holders Change %
+4.38%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
65
Increased
135
Reduced
126
Closed
41
Calls
$7.29M
Puts
$36.7M
Net Calls
-$29.4M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
301
Hodges Capital Management
Texas
$82K +$83.9K +10,000 New
DekaBank Deutsche Girozentrale
302
DekaBank Deutsche Girozentrale
Germany
$81K
AssetMark Inc
303
AssetMark Inc
California
$69.8K -$13.9K -1,655 -16%
SAM
304
Smartleaf Asset Management
Massachusetts
$65.4K +$19.5K +2,323 +41%
BTI
305
Blue Trust Inc
Georgia
$58.9K +$18.1K +2,153 +43%
AIM
306
Arcadia Investment Management
Michigan
$56.2K -$28.9K -3,450 -34%
SOW
307
State of Wyoming
Wyoming
$54.2K +$55.3K +6,590 New
AAM
308
Advisors Asset Management
Colorado
$53.5K -$545 -65 -1%
C
309
Covestor
United Kingdom
$51K -$44.6K -5,313 -46%
Nomura Asset Management
310
Nomura Asset Management
Japan
$48.5K +$36.9K +4,400 +293%
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$43.3K -$3.44K -410 -7%
TRCT
312
Tower Research Capital (TRC)
New York
$37.9K -$90.6K -10,800 -70%
Jones Financial Companies
313
Jones Financial Companies
Missouri
$31.4K -$10.2K -1,212 -24%
LC
314
Lindbrook Capital
California
$30K -$780 -93 -2%
Mitsubishi UFJ Asset Management
315
Mitsubishi UFJ Asset Management
Japan
$28.3K
LI
316
LRI Investments
Florida
$27.3K
PA
317
Parallel Advisors
California
$27.1K -$327 -39 -1%
HCP
318
Hexagon Capital Partners
Arkansas
$24.5K -$2.07K -247 -8%
OWA
319
Opal Wealth Advisors
New York
$23.3K +$23.8K +2,837 New
CCM
320
Coldstream Capital Management
Washington
$22.8K +$23.3K +2,773 New
VCM
321
Versant Capital Management
Arizona
$21.4K +$4.4K +524 +25%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$20.1K +$5.56K +663 +37%
Optiver Holding
323
Optiver Holding
Netherlands
$20K +$3.52K +419 +21%
CI
324
CX Institutional
Indiana
$20K -$286K -34,064 -93%
WT
325
Whittier Trust
California
$18.2K

PTEN Hedge Fund Activity: Q1 2025 in Review

381 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Patterson-UTI (PTEN) for Q1 2025, worth a combined $3.3B — down 1.1% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PTEN positions and 41 closed out — a net gain of 24 holders — while 135 added to existing stakes and 126 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $76M. The largest seller was Pacer Advisors, cutting an estimated $147M.

  • 381 institutional investors held Patterson-UTI (PTEN) as of Q1 2025, up from 365 in Q4 2024.
  • Funds reported $3.3B of Patterson-UTI stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 65 funds opened new Patterson-UTI positions in Q1 2025 and 41 closed out, a net change of +24 holders.
  • The largest Patterson-UTI buyer in Q1 2025 was Dimensional Fund Advisors, an estimated $76M added.
  • The largest Patterson-UTI seller in Q1 2025 was Pacer Advisors, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2025.