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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
Holders
378
Holders Change
+14
Holders Change %
+3.85%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
66
Increased
133
Reduced
125
Closed
42
Calls
$7.29M
Puts
$36.7M
Net Calls
-$29.4M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
326
Rothschild Investment LLC
Illinois
$14.6K +$2.51K +305 +21%
PP
327
PrairieView Partners
Minnesota
$14K
PS
328
Principal Securities
Iowa
$12.9K
RA
329
Rise Advisors
New York
$12.5K +$3.97K +483 +47%
EWA
330
EverSource Wealth Advisors
Alabama
$11.9K +$3.07K +374 +35%
FFA
331
Farther Finance Advisors
California
$11.8K
FFO
332
Fortitude Family Office
Arizona
$11.5K
UB
333
UMB Bank
Missouri
$11.4K +$5.29K +643 +87%
HI
334
Harbour Investments
Wisconsin
$10.2K
KIM
335
Kestra Investment Management
Texas
$8.9K -$75.5K -9,184 -89%
FCMT
336
Founders Capital Management (Texas)
Texas
$8.22K
PWMG
337
Private Wealth Management Group
New Jersey
$6.76K +$3.32K +404 +97%
GWM
338
Geneos Wealth Management
Colorado
$6.69K +$5.9K +718 +748%
SSG
339
Summit Securities Group
New York
$6.31K +$6.31K +768 New
BIG
340
Brooklyn Investment Group
New York
$6.28K +$6.26K +762 +25,400%
TCOV
341
Trust Company of Vermont
Vermont
$5.8K
PFBT
342
Parkside Financial Bank & Trust
Missouri
$5.41K +$4.3K +523 +387%
PHK
343
Point72 Hong Kong
Hong Kong
$4.93K +$4.93K +600 New
TWD
344
True Wealth Design
Ohio
$4.74K +$4.74K +576 New
ECM
345
Estabrook Capital Management
New York
$4.11K
AF
346
Abound Financial
California
$3.29K +$3.29K +400 New
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$3.28K -$1.28K -235 -28%
MAM
348
Meeder Asset Management
Ohio
$3.28K -$35.2K -4,276 -91%
NA
349
NewEdge Advisors
Louisiana
$2.9K
PWMG
350
Prestige Wealth Management Group
New Jersey
$2.75K +$1.67K +203 +155%