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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
AFC
351
Ares Financial Consulting
California
$709 +$693 +116 New
PWMG
352
Private Wealth Management Group
New Jersey
$691 +$149 +25 +28%
ZBNA
353
Zions Bancorporation, National Association
Utah
$605 +$591 +99 New
SS
354
SBI Securities
Japan
$544 -$275 -46 -34%
TWD
355
True Wealth Design
Ohio
$416
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$415 -$3.79K -635 -90%
WAG
357
Wilkerson Advisory Group
Missouri
$409 +$400 +67 New
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$306 -$58.1K -9,732 -99%
NA
359
NewEdge Advisors
Louisiana
$269
CA
360
CoreCap Advisors
Michigan
$249 +$6 +1 +3%
TC
361
Trust Company
Kansas
$244 +$239 +40 New
HNB
362
Huntington National Bank
Ohio
$232 -$1.71K -287 -88%
AW
363
Ankerstar Wealth
Texas
$232 +$227 +38 New
WTC
364
WhitTier Trust Company
Nevada
$166
AWM
365
Abound Wealth Management
Tennessee
$123
GWM
366
Gilpin Wealth Management
Colorado
$110 +$107 +18 New
TFA
367
Transamerica Financial Advisors
Florida
$61 +$60 +10 New
SIC
368
SJS Investment Consulting
Ohio
$55 +$54 +9 New
DF
369
Dunhill Financial
United Kingdom
$40 +$36 +6 New
CH
370
CDKV Holdings
Colorado
$19 +$18 +3 New
HWM
371
HighMark Wealth Management
Minnesota
$4
Macquarie Group
372
Macquarie Group
Australia
-$44.4M -8,567,695 Closed
Squarepoint
373
Squarepoint
New York
-$8.21M -1,585,243 Closed
ACB
374
Aristotle Capital Boston
Massachusetts
-$6.12M -1,181,281 Closed
SCM
375
SIR Capital Management
New York
-$5.26M -1,015,181 Closed