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Surgery Partners

208 hedge funds and large institutions have $3.34B invested in Surgery Partners in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $62.9M | Put options by funds: $17.4M

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more funds holding

Funds holding: 182208 (+26)

11% more capital invested

Capital invested by funds: $3B → $3.34B (+$339M)

1.38% less ownership

Funds ownership: 111.39%110.01% (-1.4%)

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

Holders
208
Holders Change
+26
Holders Change %
+14.29%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
64
Increased
54
Reduced
65
Closed
35
Calls
$62.9M
Puts
$17.4M
Net Calls
+$45.5M
Net Calls Change
+$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
51
Squarepoint
New York
$4.94M +$4.92M +208,037 New
Millennium Management
52
Millennium Management
New York
$4.8M +$4.49M +189,806 +1,522%
LOAME
53
Lombard Odier Asset Management (Europe)
United Kingdom
$4.73M
CAU
54
Caxton Associates (UK)
$4.35M +$4.34M +183,183 New
CIEC
55
Crédit Industriel et Commercial
France
$4.35M +$4.33M +183,001 New
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$4.27M -$37.1M -1,566,661 -90%
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$4.11M +$3.27M +138,210 +395%
KC
58
Kintayl Capital
New York
$3.9M +$3.89M +164,321 New
ECM
59
ExodusPoint Capital Management
New York
$3.6M -$723K -30,566 -17%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$3.57M -$330K -13,938 -8%
SBH
61
Segall Bryant & Hamill
Illinois
$3.53M -$3.57M -151,005 -50%
GLF
62
Groupe la Francaise
France
$3.49M +$3.48M +146,999 New
Walleye Capital
63
Walleye Capital
New York
$3.46M -$5.8M -244,992 -63%
GF
64
Gabelli Funds
New York
$3.44M +$3.43M +144,945 New
Swiss National Bank
65
Swiss National Bank
Switzerland
$3.22M -$37.9K -1,600 -1%
WAM
66
Weiss Asset Management
Massachusetts
$3.01M +$3M +126,647 New
SGH
67
Sivik Global Healthcare
Connecticut
$2.97M -$1.78M -75,000 -38%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$2.79M -$100K -4,225 -3%
DAM
69
Decagon Asset Management
United Kingdom
$2.73M +$2.72M +115,000 New
MFG
70
MidWestOne Financial Group
Iowa
$2.67M +$2M +84,569 +302%
AllianceBernstein
71
AllianceBernstein
Tennessee
$2.22M
Barclays
72
Barclays
United Kingdom
$2.21M -$1.14M -48,225 -34%
RC
73
Rangeley Capital
Connecticut
$2.16M +$2.15M +90,900 New
VOYA Investment Management
74
VOYA Investment Management
Georgia
$2.09M -$942K -39,791 -31%
Universal-Beteiligungs- und Servicegesellschaft
75
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2M +$1.99M +84,090 New

SGRY Hedge Fund Activity: Q1 2025 in Review

208 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q1 2025, worth a combined $3.34B — up 11% from $3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SGRY positions and 35 closed out — a net gain of 29 holders — while 54 added to existing stakes and 65 trimmed.

The largest buyer was Pentwater Capital Management, adding an estimated $54.8M. The largest seller was Fidelity Investments, cutting an estimated $146M.

  • 208 institutional investors held Surgery Partners (SGRY) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $3.34B of Surgery Partners stock for Q1 2025, up 11% quarter-over-quarter.
  • 64 funds opened new Surgery Partners positions in Q1 2025 and 35 closed out, a net change of +29 holders.
  • The largest Surgery Partners buyer in Q1 2025 was Pentwater Capital Management, an estimated $54.8M added.
  • The largest Surgery Partners seller in Q1 2025 was Fidelity Investments, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2025.