SGRY icon

Surgery Partners

193 hedge funds and large institutions have $3.28B invested in Surgery Partners in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

4% less funds holding

Funds holding: 200193 (-7)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.8M
Puts
$46.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Weiss Asset Management
Massachusetts
$3.6M
MFG
52
MidWestOne Financial Group
Iowa
$3.44M
American Century Companies
53
American Century Companies
Missouri
$3.4M
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$3.26M
Swiss National Bank
55
Swiss National Bank
Switzerland
$3.23M
TS
56
Twin Securities
New York
$3.09M
ACA
57
AYAL Capital Advisors
Ontario, Canada
$2.71M
RC
58
Rangeley Capital
Connecticut
$2.68M
WB
59
WesBanco Bank
West Virginia
$2.6M
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$2.56M
DFCM
61
Dark Forest Capital Management
Puerto Rico
$2.54M
CAU
62
Caxton Associates (UK)
$2.24M
HM
63
Harvest Management
New York
$2.22M
Ameriprise
64
Ameriprise
Minnesota
$2.15M
LOAME
65
Lombard Odier Asset Management (Europe)
United Kingdom
$2.06M
HF
66
HRT Financial
New York
$1.86M
CM
67
CastleKnight Management
New York
$1.84M
ECM
68
ExodusPoint Capital Management
New York
$1.82M
Principal Financial Group
69
Principal Financial Group
Iowa
$1.81M
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.79M
Legal & General Group
71
Legal & General Group
United Kingdom
$1.76M
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$1.7M
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$1.58M
TP
74
Tranquility Partners
Tennessee
$1.47M
WAM
75
Wolverine Asset Management
Illinois
$1.44M