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Surgery Partners

199 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, 68 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $96.8M | Put options by funds: $46.5M

5.49% more ownership

Funds ownership: 112.6%118.09% (+5.5%)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

2% more capital invested

Capital invested by funds: $3.21B → $3.28B (+$68.7M)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

1% less funds holding

Funds holding: 201199 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
32
Increased
68
Reduced
65
Closed
32
Calls
$96.8M
Puts
$46.5M
Net Calls
+$50.3M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Weiss Asset Management
Massachusetts
$3.6M -$2.97M -133,362 -44%
MFG
52
MidWestOne Financial Group
Iowa
$3.44M -$995K -44,614 -22%
American Century Companies
53
American Century Companies
Missouri
$3.4M +$3.51M +157,344 New
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$3.26M +$3.77K +169 +0.1%
Swiss National Bank
55
Swiss National Bank
Switzerland
$3.23M +$64.7K +2,900 +2%
TS
56
Twin Securities
New York
$3.09M -$8.23M -368,844 -72%
ACA
57
AYAL Capital Advisors
Ontario, Canada
$2.71M
RC
58
Rangeley Capital
Connecticut
$2.68M -$938K -42,060 -25%
WB
59
WesBanco Bank
West Virginia
$2.6M
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$2.56M -$71.6K -3,211 -3%
DFCM
61
Dark Forest Capital Management
Puerto Rico
$2.54M -$359K -16,094 -12%
CAU
62
Caxton Associates (UK)
$2.24M
HM
63
Harvest Management
New York
$2.22M -$5.31M -237,904 -70%
Ameriprise
64
Ameriprise
Minnesota
$2.15M -$4.86K -218 -0.2%
LOAME
65
Lombard Odier Asset Management (Europe)
United Kingdom
$2.06M
HF
66
HRT Financial
New York
$1.86M +$1.92M +85,969 New
CM
67
CastleKnight Management
New York
$1.84M -$752K -33,700 -28%
ECM
68
ExodusPoint Capital Management
New York
$1.82M -$1.76M -79,104 -48%
Principal Financial Group
69
Principal Financial Group
Iowa
$1.81M +$392K +17,569 +27%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.79M
Legal & General Group
71
Legal & General Group
United Kingdom
$1.76M -$98.1K -4,396 -5%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$1.7M +$69K +3,092 +4%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$1.58M +$180K +8,049 +12%
TP
74
Tranquility Partners
Tennessee
$1.47M +$138K +6,170 +10%
WAM
75
Wolverine Asset Management
Illinois
$1.44M

SGRY Hedge Fund Activity: Q3 2025 in Review

199 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2025, worth a combined $3.28B — up 2.1% from $3.21B a quarter earlier.

Fund positioning in SGRY was balanced in Q3 2025: 32 funds opened new positions, 32 closed out, 68 added to existing stakes and 65 trimmed.

The largest buyer was Pentwater Capital Management, adding an estimated $104M. The largest seller was Farallon Capital Management, cutting an estimated $23.5M.

  • 199 institutional investors held Surgery Partners (SGRY) as of Q3 2025, down from 201 in Q2 2025.
  • Funds reported $3.28B of Surgery Partners stock for Q3 2025, up 2.1% quarter-over-quarter.
  • 32 funds opened new Surgery Partners positions in Q3 2025 and 32 closed out, a net change of 0 holders.
  • The largest Surgery Partners buyer in Q3 2025 was Pentwater Capital Management, an estimated $104M added.
  • The largest Surgery Partners seller in Q3 2025 was Farallon Capital Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2025.