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Patterson-UTI

371 hedge funds and large institutions have $2.57B invested in Patterson-UTI in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 124 increasing their positions, 123 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:

1% more funds holding

Funds holding: 368371 (+3)

1% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 123

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
371
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
PWA
326
Physician Wealth Advisors
Utah
$9.22K
RIL
327
Rothschild Investment LLC
Illinois
$8.58K
MPW
328
MASECO Private Wealth
$8.01K
EP
329
Essential Partners
California
$8K
Bessemer Group
330
Bessemer Group
New Jersey
$8K
C
331
Covestor
United Kingdom
$8K
HI
332
Harbour Investments
Wisconsin
$7.61K
LFG
333
Larson Financial Group
Missouri
$5.49K
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$4.87K
PWMG
335
Prestige Wealth Management Group
New Jersey
$4.64K
PFBT
336
Parkside Financial Bank & Trust
Missouri
$4.57K
BBHC
337
Brown Brothers Harriman & Co
New York
$4.38K
TCOV
338
Trust Company of Vermont
Vermont
$4.31K
HNW
339
High Note Wealth
Minnesota
$2.59K
AF
340
Abound Financial
California
$2.44K
GFA
341
Godfrey Financial Associates
New York
$1.71K
BFS
342
Bare Financial Services
Pennsylvania
$1.63K
SHIM
343
Stone House Investment Management
Pennsylvania
$1.43K
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$1.28K
CMA
345
Cedar Mountain Advisors
Oregon
$1.19K
CB
346
CNB Bank
Pennsylvania
$1.15K
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.12K
CFO
348
CVA Family Office
Colorado
$1.09K
OP
349
ORG Partners
Indiana
$794
AFC
350
Ares Financial Consulting
California
$709