We are live on ! Find out more
PTEN icon

Patterson-UTI

372 hedge funds and large institutions have $2.57B invested in Patterson-UTI in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $11.2M

22% more capital invested

Capital invested by funds: $2.1B → $2.57B (+$469M)

18% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 60

5.67% more ownership

Funds ownership: 105.25%110.91% (+5.7%)

1% more funds holding

Funds holding: 368372 (+4)

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
372
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
4.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
71
Increased
124
Reduced
123
Closed
60
Calls
$31.5M
Puts
$11.2M
Net Calls
+$20.4M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
326
Sound Income Strategies
Florida
$9.64K +$8.05K +1,348 New
PWA
327
Physician Wealth Advisors
Utah
$9.22K +$9.01K +1,509 New
RIL
328
Rothschild Investment LLC
Illinois
$8.58K +$1.01K +169 +14%
MPW
329
MASECO Private Wealth
$8.01K +$7.84K +1,313 New
EP
330
Essential Partners
California
$8K +$4.2K +704 +116%
Bessemer Group
331
Bessemer Group
New Jersey
$8K -$3.49K -584 -34%
C
332
Covestor
United Kingdom
$8K -$6 -1 -0.1%
HI
333
Harbour Investments
Wisconsin
$7.61K
LFG
334
Larson Financial Group
Missouri
$5.49K +$155 +26 +3%
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$4.87K +$507 +85 +12%
PWMG
336
Prestige Wealth Management Group
New Jersey
$4.64K +$3.48K +582 +327%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$4.57K +$2.14K +358 +92%
BBHC
338
Brown Brothers Harriman & Co
New York
$4.38K +$4.28K +717 New
TCOV
339
Trust Company of Vermont
Vermont
$4.31K
HNW
340
High Note Wealth
Minnesota
$2.59K +$2.53K +424 New
AF
341
Abound Financial
California
$2.44K +$2.39K +400 New
GFA
342
Godfrey Financial Associates
New York
$1.71K +$1.67K +279 New
BFS
343
Bare Financial Services
Pennsylvania
$1.63K -$2.24K -375 -58%
SHIM
344
Stone House Investment Management
Pennsylvania
$1.43K
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$1.28K
CMA
346
Cedar Mountain Advisors
Oregon
$1.19K
CB
347
CNB Bank
Pennsylvania
$1.15K
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.12K
CFO
349
CVA Family Office
Colorado
$1.09K +$1.06K +178 New
OP
350
ORG Partners
Indiana
$794 -$2.36K -395 -75%