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Patterson-UTI

378 hedge funds and large institutions have $3.25B invested in Patterson-UTI in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 133 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less capital invested

Capital invested by funds: $3.34B → $3.25B (-$91.1M)

1.36% less ownership

Funds ownership: 103.55%102.2% (-1.4%)

80% less call options, than puts

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

Holders
378
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
$7.29M
Puts
$36.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
326
Rothschild Investment LLC
Illinois
$14.6K
PP
327
PrairieView Partners
Minnesota
$14K
PS
328
Principal Securities
Iowa
$12.9K
RA
329
Rise Advisors
New York
$12.5K
EWA
330
EverSource Wealth Advisors
Alabama
$11.9K
FFA
331
Farther Finance Advisors
California
$11.8K
FFO
332
Fortitude Family Office
Arizona
$11.4K
UB
333
UMB Bank
Missouri
$11.4K
HI
334
Harbour Investments
Wisconsin
$10.2K
KIM
335
Kestra Investment Management
Texas
$8.89K
FCMT
336
Founders Capital Management (Texas)
Texas
$8.22K
PWMG
337
Private Wealth Management Group
New Jersey
$6.76K
GWM
338
Geneos Wealth Management
Colorado
$6.69K
SSG
339
Summit Securities Group
New York
$6.31K
BIG
340
Brooklyn Investment Group
New York
$6.28K
TCOV
341
Trust Company of Vermont
Vermont
$5.79K
PFBT
342
Parkside Financial Bank & Trust
Missouri
$5.41K
PHK
343
Point72 Hong Kong
Hong Kong
$4.93K
TWD
344
True Wealth Design
Ohio
$4.74K
ECM
345
Estabrook Capital Management
New York
$4.11K
AF
346
Abound Financial
California
$3.29K
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$3.28K
MAM
348
Meeder Asset Management
Ohio
$3.28K
NA
349
NewEdge Advisors
Louisiana
$2.9K
PWMG
350
Prestige Wealth Management Group
New Jersey
$2.75K