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Patterson-UTI

368 hedge funds and large institutions have $2.1B invested in Patterson-UTI in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 122 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 46

2% more funds holding

Funds holding: 361368 (+7)

6% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 130

3.15% less ownership

Funds ownership: 108.39%105.25% (-3.1%)

15% less capital invested

Capital invested by funds: $2.48B → $2.1B (-$381M)

59% less call options, than puts

Call options by funds: $9.17M | Put options by funds: $22.4M

Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
4.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
57
Increased
122
Reduced
130
Closed
46
Calls
$9.17M
Puts
$22.4M
Net Calls
-$13.3M
Net Calls Change
+$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$285M +$1.75M +304,105 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$222M -$2.02M -351,865 -0.8%
Blackstone Inc
3
Blackstone Inc
New York
$145M +$6 +1 +0%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$93M -$532K -92,468 -0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$88.1M +$1.75M +304,718 +2%
American Century Companies
6
American Century Companies
Missouri
$80.8M +$6.53M +1,135,704 +8%
State Street
7
State Street
Massachusetts
$78.7M +$1.97M +343,411 +2%
SG
8
Sourcerock Group
Colorado
$68M -$3.88M -674,866 -5%
Holocene Advisors
9
Holocene Advisors
New York
$47.8M +$33.9M +5,891,956 +177%
Millennium Management
10
Millennium Management
New York
$46.6M +$25.5M +4,442,700 +98%
Renaissance Technologies
11
Renaissance Technologies
New York
$45.3M +$2.52M +438,500 +5%
Macquarie Group
12
Macquarie Group
Australia
$44.4M -$4.1M -712,677 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$43.8M -$1.34M -233,865 -3%
AIM
14
ARGA Investment Management
Connecticut
$31.1M -$41.6M -7,235,578 -55%
Invesco
15
Invesco
Georgia
$31M -$259K -44,979 -0.7%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$30.2M -$7.8M -1,356,775 -19%
VanEck Associates
17
VanEck Associates
New York
$28.3M +$562K +97,727 +2%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$27.2M -$2.96M -515,393 -9%
Bank of America
19
Bank of America
North Carolina
$27.1M -$2.74M -477,452 -8%
Morgan Stanley
20
Morgan Stanley
New York
$26.2M -$12.7M -2,213,568 -30%
Goldman Sachs
21
Goldman Sachs
New York
$25.9M -$3M -521,114 -9%
Charles Schwab
22
Charles Schwab
California
$24.4M -$2.01M -350,245 -7%
Fisher Asset Management
23
Fisher Asset Management
Washington
$23.7M -$821K -142,814 -3%
Principal Financial Group
24
Principal Financial Group
Iowa
$22.9M -$742K -128,992 -3%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$20.5M +$672K +116,919 +3%

PTEN Hedge Fund Activity: Q3 2025 in Review

368 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Patterson-UTI (PTEN) for Q3 2025, worth a combined $2.1B — down 15% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PTEN positions and 46 closed out — a net gain of 11 holders — while 122 added to existing stakes and 130 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $33.9M. The largest seller was ARGA Investment Management, cutting an estimated $41.6M.

  • 368 institutional investors held Patterson-UTI (PTEN) as of Q3 2025, up from 361 in Q2 2025.
  • Funds reported $2.1B of Patterson-UTI stock for Q3 2025, down 15% quarter-over-quarter.
  • 57 funds opened new Patterson-UTI positions in Q3 2025 and 46 closed out, a net change of +11 holders.
  • The largest Patterson-UTI buyer in Q3 2025 was Holocene Advisors, an estimated $33.9M added.
  • The largest Patterson-UTI seller in Q3 2025 was ARGA Investment Management, an estimated $41.6M sold.

Based on aggregated 13F filings for Q3 2025.