We are live on ! Find out more
SGRY icon

Surgery Partners

180 hedge funds and large institutions have $2.42B invested in Surgery Partners in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.17% more ownership

Funds ownership: 118.09%121.26% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 199180 (-19)

16% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 67

26% less capital invested

Capital invested by funds: $3.28B → $2.42B (-$853M)

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

40% less call options, than puts

Call options by funds: $7.89M | Put options by funds: $13.2M

Holders
180
Holders Change
-19
Holders Change %
-9.55%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
56
Reduced
67
Closed
49
Calls
$7.89M
Puts
$13.2M
Net Calls
-$5.29M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
Larson Financial Group
Missouri
-$433 -20 Closed
TWD
227
True Wealth Design
Ohio
-$368 -17 Closed
EWA
228
EverSource Wealth Advisors
Alabama
-$216 -10 Closed