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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less capital invested

Capital invested by funds: $3.34B → $3.25B (-$91.1M)

1.36% less ownership

Funds ownership: 103.55%102.2% (-1.4%)

80% less call options, than puts

Call options by funds: $7.29M | Put options by funds: $36.7M

Holders
378
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
$7.29M
Puts
$36.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Allworth Financial
California
$2.34K
SO
352
Sierra Ocean
California
$2.01K
HFS
353
Hantz Financial Services
Michigan
$2K
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$1.92K
CPG
355
Cornerstone Planning Group
New Jersey
$1.74K
WSFS
356
Wilmington Savings Fund Society
Delaware
$1.69K
CB
357
CNB Bank
Pennsylvania
$1.54K
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.5K
BFS
359
Bare Financial Services
Pennsylvania
$1.4K
SC
360
Stephens Consulting
Michigan
$1.11K
CA
361
CoreCap Advisors
Michigan
$1.09K
CFO
362
CVA Family Office
Colorado
$937
MG
363
Mather Group
Illinois
$896
BIA
364
Bell Investment Advisors
California
$822
CIAM
365
Caitong International Asset Management
Hong Kong
$740
TSMHT
366
Thurston Springer Miller Herd & Titak
Indiana
$615
SC
367
SouthState Corp
Florida
$584
SPIA
368
Steward Partners Investment Advisory
New York
$559
HNB
369
Huntington National Bank
Ohio
$526
SS
370
SBI Securities
Japan
$378
LFG
371
Larson Financial Group
Missouri
$312
SIS
372
Strategic Investment Solutions
Illinois
$247
WTC
373
WhitTier Trust Company
Nevada
$205
AWM
374
Abound Wealth Management
Tennessee
$165
CAWM
375
Capital A Wealth Management
Pennsylvania
$43