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Surgery Partners

201 hedge funds and large institutions have $3.21B invested in Surgery Partners in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $95.7M | Put options by funds: $32.5M

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

2.59% more ownership

Funds ownership: 110.01%112.6% (+2.6%)

4% less capital invested

Capital invested by funds: $3.34B → $3.21B (-$129M)

9% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 43

3% less funds holding

Funds holding: 208201 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
201
Holders Change
-7
Holders Change %
-3.37%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
39
Increased
84
Reduced
58
Closed
43
Calls
$95.7M
Puts
$32.5M
Net Calls
+$63.2M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
226
Summit Securities Group
New York
-$31.3K -1,318 Closed
QCG
227
Quadrant Capital Group
Ohio
-$30.9K -1,303 Closed
CCM
228
Coldstream Capital Management
Washington
-$12.1K -511 Closed
Barrow, Hanley, Mewhinney & Strauss
229
Barrow, Hanley, Mewhinney & Strauss
Texas
-$8.76K -369 Closed
BCMLT
230
Beacon Capital Management LLC (Tennessee)
Tennessee
-$5.77K -243 Closed
SO
231
Sierra Ocean
California
-$3.66K -154 Closed
HWP
232
Highline Wealth Partners
California
-$2.56K -108 Closed
RA
233
Rise Advisors
New York
-$950 -40 Closed
CA
234
CoreCap Advisors
Michigan
-$831 -35 Closed
SC
235
Stephens Consulting
Michigan
-$713 -30 Closed
HCP
236
Hexagon Capital Partners
Arkansas
-$641 -27 Closed
HFS
237
Hughes Financial Services
Virginia
-$493 -21 Closed
SW
238
SVB Wealth
Massachusetts
-$356 -15 Closed
JWA
239
JFS Wealth Advisors
Pennsylvania
-$309 -13 Closed
GFPC
240
Global Financial Private Client
Florida
-$119 -5 Closed
HWM
241
Hemington Wealth Management
Virginia
-$89 -4 -20%
AW
242
Avion Wealth
Texas
-$67 -3 -12%
HIA
243
HFM Investment Advisors
New Jersey
-$48 -2 Closed
PWM
244
Parkworth Wealth Management
California
-$24 -1 Closed

SGRY Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2025, worth a combined $3.21B — down 3.9% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SGRY and 39 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 84 added.

The largest buyer was Pentwater Capital Management, adding an estimated $94.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $168M sold.

  • 201 institutional investors held Surgery Partners (SGRY) as of Q2 2025, down from 208 in Q1 2025.
  • Funds reported $3.21B of Surgery Partners stock for Q2 2025, down 3.9% quarter-over-quarter.
  • 39 funds opened new Surgery Partners positions in Q2 2025 and 43 closed out, a net change of -4 holders.
  • The largest Surgery Partners buyer in Q2 2025 was Pentwater Capital Management, an estimated $94.6M added.
  • The largest Surgery Partners seller in Q2 2025 was Wellington Management Group, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2025.