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Patterson-UTI

363 hedge funds and large institutions have $2.1B invested in Patterson-UTI in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 129 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:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.29% less ownership

Funds ownership: 108.51%105.22% (-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
363
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
WANY
326
Wealthspire Advisors (New York)
New York
$5.63K
FCMT
327
Founders Capital Management (Texas)
Texas
$5.18K
LFG
328
Larson Financial Group
Missouri
$4.52K
FFA
329
Farther Finance Advisors
California
$4.49K
FFO
330
Fortitude Family Office
Arizona
$3.77K
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$3.69K
TCOV
332
Trust Company of Vermont
Vermont
$3.65K
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$3.64K
CA
334
Clearstead Advisors
Ohio
$3.33K
BFS
335
Bare Financial Services
Pennsylvania
$3.33K
OP
336
ORG Partners
Indiana
$2.72K
Optiver Holding
337
Optiver Holding
Netherlands
$2.39K
PFBT
338
Parkside Financial Bank & Trust
Missouri
$2.02K
HHGA
339
Halbert Hargrove Global Advisors
California
$1.75K
HNB
340
Huntington National Bank
Ohio
$1.68K
IA
341
IFP Advisors
Florida
$1.29K
SHIM
342
Stone House Investment Management
Pennsylvania
$1.21K
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$1.09K
GRP
344
Global Retirement Partners
California
$1.08K
CMA
345
Cedar Mountain Advisors
Oregon
$1.01K
CB
346
CNB Bank
Pennsylvania
$974
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$948
PWMG
348
Prestige Wealth Management Group
New Jersey
$923
SS
349
SBI Securities
Japan
$699
BIA
350
Bell Investment Advisors
California
$518