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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
Wells Fargo
76
Wells Fargo
California
$1.38M +$207K +9,281 +17%
Deutsche Bank
77
Deutsche Bank
Germany
$1.36M +$155K +6,958 +12%
PCM
78
Prelude Capital Management
New York
$1.32M -$61K -2,734 -4%
Citigroup
79
Citigroup
New York
$1.26M +$501K +22,469 +63%
TWC
80
TD Waterhouse Canada
Ontario, Canada
$1.17M +$36K +1,615 +3%
MCM
81
Moore Capital Management
New York
$1.08M -$1.12M -50,000 -50%
GCIA
82
Gabelli & Co Investment Advisers
New York
$1.04M -$2.19M -98,050 -67%
MIM
83
MetLife Investment Management
New Jersey
$1M
HT
84
Headlands Technologies
Illinois
$868K +$526K +23,567 +142%
Marshall Wace
85
Marshall Wace
United Kingdom
$828K +$853K +38,241 New
Mirae Asset Global ETFs Holdings
86
Mirae Asset Global ETFs Holdings
Hong Kong
$778K -$144K -6,454 -15%
Citadel Advisors
87
Citadel Advisors
Florida
$748K -$4.78M -214,408 -86%
CM
88
Caption Management
Oklahoma
$700K -$2.3M -103,315 -76%
KeyBank National Association
89
KeyBank National Association
Ohio
$695K +$716K +32,098 New
Holocene Advisors
90
Holocene Advisors
New York
$665K -$1.3M -58,180 -65%
CHAM
91
Clear Harbor Asset Management
Connecticut
$656K +$676K +30,311 New
IIM
92
INTECH Investment Management
Florida
$636K -$156K -6,978 -19%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$622K -$89.5K -4,014 -12%
SA
94
Sanctuary Advisors
Indiana
$590K -$15.5K -696 -2%
Toronto Dominion Bank
95
Toronto Dominion Bank
Ontario, Canada
$541K -$892K -40,000 -62%
LPL Financial
96
LPL Financial
California
$516K +$92.6K +4,150 +21%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$507K
ASRS
98
Arizona State Retirement System
Arizona
$492K +$9.48K +425 +2%
Two Sigma Investments
99
Two Sigma Investments
New York
$477K +$92.3K +4,137 +23%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$472K +$143K +6,423 +42%

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.