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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
TCA
76
Troluce Capital Advisors
Puerto Rico
$2.22M +$2.22M +100,000 New
Ameriprise
77
Ameriprise
Minnesota
$2.22M +$1.93M +86,626 +660%
LOAME
78
Lombard Odier Asset Management (Europe)
United Kingdom
$2.11M -$2.31M -104,012 -52%
XT
79
XTX Topco
Cayman Islands
$2.01M +$1.56M +70,391 +349%
CC
80
Centiva Capital
New York
$2M +$889K +40,000 +80%
Holocene Advisors
81
Holocene Advisors
New York
$1.98M +$425K +19,139 +27%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.9M +$236K +10,607 +14%
AllianceBernstein
83
AllianceBernstein
Tennessee
$1.83M -$240K -10,800 -12%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$1.68M +$94.2K +4,239 +6%
LP
85
LMR Partners
United Kingdom
$1.65M +$261K +11,755 +19%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$1.54M +$336K +15,127 +28%
WAM
87
Wolverine Asset Management
Illinois
$1.48M
Principal Financial Group
88
Principal Financial Group
Iowa
$1.47M +$261K +11,739 +22%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$1.45M +$22.7K +1,021 +2%
Toronto Dominion Bank
90
Toronto Dominion Bank
Ontario, Canada
$1.44M +$1.44M +65,000 New
PCM
91
Prelude Capital Management
New York
$1.42M +$1.42M +63,939 New
TP
92
Tranquility Partners
Tennessee
$1.38M
Deutsche Bank
93
Deutsche Bank
Germany
$1.24M -$106K -4,752 -8%
TWC
94
TD Waterhouse Canada
Ontario, Canada
$1.21M +$1.19M +53,660 New
Wells Fargo
95
Wells Fargo
California
$1.21M +$74.9K +3,371 +7%
Squarepoint
96
Squarepoint
New York
$1.18M -$3.44M -154,971 -74%
MIM
97
MetLife Investment Management
New Jersey
$1.03M -$7.5M -337,278 -88%
Mirae Asset Global ETFs Holdings
98
Mirae Asset Global ETFs Holdings
Hong Kong
$942K -$73.4K -3,304 -7%
GL
99
Governors Lane
New York
$911K -$4.24M -190,800 -82%
SPS
100
Susquehanna Portfolio Strategies
Pennsylvania
$902K +$902K +40,592 New

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.