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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
PFSRSONJ
101
Police & Firemen's Retirement System of New Jersey
New Jersey
$463K +$85.2K +3,821 +22%
II
102
Inspire Investing
Idaho
$448K +$67.9K +3,042 +17%
Franklin Resources
103
Franklin Resources
California
$445K
ACM
104
ADAR1 Capital Management
Texas
$433K -$446K -20,000 -50%
TD Asset Management
105
TD Asset Management
Ontario, Canada
$430K +$443K +19,852 New
XT
106
XTX Topco
Cayman Islands
$423K -$1.58M -70,992 -78%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$417K
Creative Planning
108
Creative Planning
Kansas
$416K +$83.2K +3,728 +24%
Canada Life
109
Canada Life
Manitoba, Canada
$414K
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$410K -$51.6K -2,315 -11%
SPS
111
Susquehanna Portfolio Strategies
Pennsylvania
$404K -$489K -21,904 -54%
Handelsbanken Fonder
112
Handelsbanken Fonder
Sweden
$392K
AIM
113
Aigen Investment Management
New York
$384K +$396K +17,745 New
BC
114
Bayforest Capital
United Kingdom
$384K +$395K +17,728 New
SG Americas Securities
115
SG Americas Securities
New York
$369K +$146K +6,524 +62%
BHCM
116
Brevan Howard Capital Management
Jersey
$356K +$367K +16,464 New
Squarepoint
117
Squarepoint
New York
$352K -$821K -36,801 -69%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$350K
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$348K +$190K +8,504 +112%
KK
120
KLP Kapitalforvaltning
Norway
$342K
WLPWM
121
Walled Lake Planning & Wealth Management
Illinois
$338K
Natixis Advisors
122
Natixis Advisors
Massachusetts
$303K +$48.9K +2,193 +19%
CP
123
Camelot Portfolios
Ohio
$303K -$9.95K -446 -3%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$300K -$1.97M -88,405 -86%
ProShare Advisors
125
ProShare Advisors
Maryland
$286K -$58.8K -2,634 -17%

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.