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Patterson-UTI

366 hedge funds and large institutions have $2.57B invested in Patterson-UTI in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

0% more funds holding

Funds holding: 366366 (0)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
366
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$31.5M
Puts
$11.2M
Net Calls
Net Calls Change

Top Buyers

1 +$33.1M
2 +$29.7M
3 +$27.2M
4
Principal Financial Group
Principal Financial Group
Iowa
+$24.4M
5
MAM
Monaco Asset Management
Monaco
+$21.5M

Top Sellers

1 -$44.4M
2 -$34.7M
3 -$18M
4
Millennium Management
Millennium Management
New York
-$17.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
C
326
Covestor
United Kingdom
$8K
HI
327
Harbour Investments
Wisconsin
$7.61K
LFG
328
Larson Financial Group
Missouri
$5.49K
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$4.87K
PWMG
330
Prestige Wealth Management Group
New Jersey
$4.64K
PFBT
331
Parkside Financial Bank & Trust
Missouri
$4.57K
BBHC
332
Brown Brothers Harriman & Co
New York
$4.38K
TCOV
333
Trust Company of Vermont
Vermont
$4.31K
HNW
334
High Note Wealth
Minnesota
$2.59K
AF
335
Abound Financial
California
$2.44K
GFA
336
Godfrey Financial Associates
New York
$1.71K
BFS
337
Bare Financial Services
Pennsylvania
$1.63K
SHIM
338
Stone House Investment Management
Pennsylvania
$1.43K
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$1.28K
CMA
340
Cedar Mountain Advisors
Oregon
$1.19K
CB
341
CNB Bank
Pennsylvania
$1.15K
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.12K
CFO
343
CVA Family Office
Colorado
$1.09K
OP
344
ORG Partners
Indiana
$794
AFC
345
Ares Financial Consulting
California
$709
PWMG
346
Private Wealth Management Group
New Jersey
$691
ZBNA
347
Zions Bancorporation, National Association
Utah
$605
SS
348
SBI Securities
Japan
$544
TWD
349
True Wealth Design
Ohio
$416
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$415