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Patterson-UTI

361 hedge funds and large institutions have $2.48B invested in Patterson-UTI in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 121 increasing their positions, 125 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.44% more ownership

Funds ownership: 103.95%108.39% (+4.4%)

3% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 125

5% less funds holding

Funds holding: 381361 (-20)

23% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 70

25% less capital invested

Capital invested by funds: $3.3B → $2.48B (-$820M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

75% less call options, than puts

Call options by funds: $6.17M | Put options by funds: $24.2M

Holders
361
Holders Change
-20
Holders Change %
-5.25%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
54
Increased
121
Reduced
125
Closed
70
Calls
$6.17M
Puts
$24.2M
Net Calls
-$18.1M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$324M -$24.1M -3,998,784 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$256M -$3.58M -594,828 -1%
Blackstone Inc
3
Blackstone Inc
New York
$166M
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$107M +$6.8M +1,130,218 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$99M +$34.3M +5,689,354 +52%
State Street
6
State Street
Massachusetts
$88M -$3.38M -561,276 -4%
American Century Companies
7
American Century Companies
Missouri
$85.8M +$16.5M +2,746,159 +23%
SG
8
Sourcerock Group
Colorado
$81.9M +$43.4M +7,205,652 +109%
AIM
9
ARGA Investment Management
Connecticut
$78.5M +$2.73M +453,519 +4%
Macquarie Group
10
Macquarie Group
Australia
$55M -$2.46M -408,891 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$51.5M -$2.72M -451,770 -5%
Renaissance Technologies
12
Renaissance Technologies
New York
$49.2M +$21M +3,480,500 +72%
Morgan Stanley
13
Morgan Stanley
New York
$43.1M +$3.7M +614,576 +9%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$42.7M +$6.39M +1,061,980 +17%
Invesco
15
Invesco
Georgia
$35.8M -$900K -149,506 -2%
Voloridge Investment Management
16
Voloridge Investment Management
Florida
$34.2M +$34.7M +5,762,758 New
Bank of America
17
Bank of America
North Carolina
$33.9M +$499K +82,817 +1%
Goldman Sachs
18
Goldman Sachs
New York
$32.8M +$4.71M +781,594 +16%
VanEck Associates
19
VanEck Associates
New York
$31.9M -$6.01M -998,532 -16%
Charles Schwab
20
Charles Schwab
California
$30M -$3.42M -568,789 -10%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$28M +$9.27M +1,540,184 +48%
Fisher Asset Management
22
Fisher Asset Management
Washington
$27.9M -$3.57M -592,527 -11%
Principal Financial Group
23
Principal Financial Group
Iowa
$27M -$1.1M -181,883 -4%
Millennium Management
24
Millennium Management
New York
$27M +$5.8M +963,228 +27%
Norges Bank
25
Norges Bank
Norway
$26M -$11.8M -1,958,898 -31%

PTEN Hedge Fund Activity: Q2 2025 in Review

361 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Patterson-UTI (PTEN) for Q2 2025, worth a combined $2.48B — down 25% from $3.3B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of PTEN and 54 opened new positions — a net loss of 16 holders — while 125 trimmed existing stakes and 121 added.

The largest buyer was Sourcerock Group, adding an estimated $43.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $37.5M sold.

  • 361 institutional investors held Patterson-UTI (PTEN) as of Q2 2025, down from 381 in Q1 2025.
  • Funds reported $2.48B of Patterson-UTI stock for Q2 2025, down 25% quarter-over-quarter.
  • 54 funds opened new Patterson-UTI positions in Q2 2025 and 70 closed out, a net change of -16 holders.
  • The largest Patterson-UTI buyer in Q2 2025 was Sourcerock Group, an estimated $43.4M added.
  • The largest Patterson-UTI seller in Q2 2025 was Pacer Advisors, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2025.