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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
LFG
326
Larson Financial Group
Missouri
$4.52K
FFA
327
Farther Finance Advisors
California
$4.49K
FFO
328
Fortitude Family Office
Arizona
$3.77K
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$3.69K
TCOV
330
Trust Company of Vermont
Vermont
$3.65K
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$3.64K
CA
332
Clearstead Advisors
Ohio
$3.33K
BFS
333
Bare Financial Services
Pennsylvania
$3.33K
OP
334
ORG Partners
Indiana
$2.72K
Optiver Holding
335
Optiver Holding
Netherlands
$2.39K
PFBT
336
Parkside Financial Bank & Trust
Missouri
$2.02K
HHGA
337
Halbert Hargrove Global Advisors
California
$1.75K
HNB
338
Huntington National Bank
Ohio
$1.68K
SHIM
339
Stone House Investment Management
Pennsylvania
$1.21K
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$1.09K
GRP
341
Global Retirement Partners
California
$1.08K
CMA
342
Cedar Mountain Advisors
Oregon
$1.01K
CB
343
CNB Bank
Pennsylvania
$974
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$948
PWMG
345
Prestige Wealth Management Group
New Jersey
$923
SS
346
SBI Securities
Japan
$699
BIA
347
Bell Investment Advisors
California
$518
ASN
348
Advisory Services Network
Georgia
$518
WA
349
Westfuller Advisors
New York
$515
PWMG
350
Private Wealth Management Group
New Jersey
$456