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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
CIEC
51
Crédit Industriel et Commercial
France
$5.43M +$1.36M +61,111 +33%
TCA
52
Taconic Capital Advisors
New York
$4.84M -$3.81M -171,447 -44%
KCM
53
Kennedy Capital Management
Missouri
$4.8M -$3.87K -174 -0.1%
MFG
54
MidWestOne Financial Group
Iowa
$4.53M +$2.03M +91,207 +81%
JP Morgan Chase
55
JP Morgan Chase
New York
$4.3M -$4.76M -214,135 -53%
GLF
56
Groupe la Francaise
France
$4.14M +$869K +39,089 +27%
SBH
57
Segall Bryant & Hamill
Illinois
$3.97M +$670K +30,145 +20%
PC
58
Pier Capital
Connecticut
$3.88M +$3.86M +173,766 +22,335%
N
59
Nuveen
North Carolina
$3.78M -$3.24M -145,757 -46%
RC
60
Rangeley Capital
Connecticut
$3.69M +$1.67M +75,160 +83%
ECM
61
ExodusPoint Capital Management
New York
$3.63M +$260K +11,700 +8%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$3.35M +$7.67K +345 +0.2%
GCIA
63
Gabelli & Co Investment Advisers
New York
$3.25M +$1.52M +68,400 +88%
Swiss National Bank
64
Swiss National Bank
Switzerland
$3.25M +$238K +10,700 +8%
CM
65
Caption Management
Oklahoma
$3.02M +$3.02M +135,677 New
DFCM
66
Dark Forest Capital Management
Puerto Rico
$2.97M +$2.97M +133,568 New
SGH
67
Sivik Global Healthcare
Connecticut
$2.78M
ACA
68
AYAL Capital Advisors
Ontario, Canada
$2.78M +$2.78M +125,000 New
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$2.7M +$84.2K +3,788 +3%
WB
70
WesBanco Bank
West Virginia
$2.67M +$1.79M +80,637 +205%
CM
71
CastleKnight Management
New York
$2.64M +$2.64M +118,800 New
CAU
72
Caxton Associates (UK)
$2.3M -$1.77M -79,594 -43%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$2.27M +$319K +14,331 +16%
KC
74
Kryger Capital
United Kingdom
$2.24M +$2.24M +100,920 New
MCM
75
Moore Capital Management
New York
$2.22M +$667K +30,000 +43%

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.