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Patterson-UTI

410 hedge funds and large institutions have $4.59B invested in Patterson-UTI in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 135 increasing their positions, 128 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

79% more capital invested

Capital invested by funds: $2.57B → $4.59B (+$2.02B)

42% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $11.8M

10% more funds holding

Funds holding: 372410 (+38)

5% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 128

0.82% more ownership

Funds ownership: 110.91%111.73% (+0.82%)

Holders
410
Holders Change
+38
Holders Change %
+10.22%
% of All Funds
5.05%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
89
Increased
135
Reduced
128
Closed
41
Calls
$16.8M
Puts
$11.8M
Net Calls
+$4.96M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
351
Basecamp Wealth Advisors
Washington
$18.8K
RIL
352
Rothschild Investment LLC
Illinois
$18.7K +$2.79K +326 +23%
PWA
353
Physician Wealth Advisors
Utah
$17.1K +$582 +68 +5%
IA
354
IFP Advisors
Florida
$16.4K -$2.39K -279 -16%
EP
355
Essential Partners
California
$14.2K -$26 -3 -0.2%
SIS
356
Sound Income Strategies
Florida
$14.1K +$111 +13 +1%
Bessemer Group
357
Bessemer Group
New Jersey
$12K
BIAS
358
Beacon Investment Advisory Services
New Jersey
$10.8K +$8.56K +1,000 New
LFG
359
Larson Financial Group
Missouri
$10.4K +$548 +64 +7%
KG
360
Kilter Group
New York
$9.34K +$7.38K +862 New
PWMG
361
Prestige Wealth Management Group
New Jersey
$8.23K
GWSA
362
Global Wealth Strategies & Associates
Colorado
$8.14K +$6.44K +752 New
SS
363
SBI Securities
Japan
$8.05K +$5.6K +654 +735%
C
364
Covestor
United Kingdom
$8K -$5.32K -621 -45%
PFBT
365
Parkside Financial Bank & Trust
Missouri
$7.93K -$137 -16 -2%
KFAS
366
Keating Financial Advisory Services
Kansas
$7.42K +$5.86K +685 New
HNW
367
High Note Wealth
Minnesota
$7.34K +$2.17K +254 +60%
ASN
368
Advisory Services Network
Georgia
$6.93K +$5.48K +640 New
TPWA
369
Twin Peaks Wealth Advisors
California
$5.7K +$4.5K +526 New
AF
370
Abound Financial
California
$4.33K
BFS
371
Bare Financial Services
Pennsylvania
$3.25K +$283 +33 +12%
GFA
372
Godfrey Financial Associates
New York
$3.02K
SHIM
373
Stone House Investment Management
Pennsylvania
$2.53K
RFP
374
Root Financial Partners
California
$2.45K +$1.94K +226 New
HI
375
Harbour Investments
Wisconsin
$2.29K -$8.86K -1,035 -83%