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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
HT
126
Headlands Technologies
Illinois
$368K +$186K +8,353 +102%
CGIM
127
Cannon Global Investment Management
Florida
$367K +$367K +16,500 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$359K -$111K -4,987 -24%
ProShare Advisors
129
ProShare Advisors
Maryland
$353K -$17K -767 -5%
KK
130
KLP Kapitalforvaltning
Norway
$351K +$64.5K +2,900 +22%
WLPWM
131
Walled Lake Planning & Wealth Management
Illinois
$347K
Creative Planning
132
Creative Planning
Kansas
$344K -$265K -11,941 -44%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$343K -$130K -5,846 -28%
SEI Investments
134
SEI Investments
Pennsylvania
$330K -$363K -16,320 -52%
CP
135
Camelot Portfolios
Ohio
$321K +$321K +14,442 New
Simplex Trading
136
Simplex Trading
Illinois
$321K +$321K +14,458 New
HHGC
137
Hunting Hill Global Capital
New York
$321K +$321K +14,435 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$271K +$356 +16 +0.1%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$262K -$10.7K -480 -4%
AC
140
Aristeia Capital
Connecticut
$261K +$261K +11,748 New
HSBC Holdings
141
HSBC Holdings
United Kingdom
$243K -$30.7K -1,381 -11%
OR
142
Olympiad Research
Connecticut
$243K +$243K +10,912 New
EF
143
Empowered Funds
Pennsylvania
$241K -$44.4K -1,997 -16%
Group One Trading
144
Group One Trading
Illinois
$236K +$236K +10,601 New
SG Americas Securities
145
SG Americas Securities
New York
$234K +$56.1K +2,523 +32%
NA
146
NewEdge Advisors
Louisiana
$233K +$233K +10,500 New
MWM
147
Modera Wealth Management
New Jersey
$228K
DC
148
Diametric Capital
Massachusetts
$222K -$105K -4,729 -32%
Prudential Financial
149
Prudential Financial
New Jersey
$219K +$216K +9,700 New
CWM
150
CIBC World Markets
New York
$212K -$167K -7,511 -44%

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.