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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
TRCT
126
Tower Research Capital (TRC)
New York
$280K +$80.9K +3,626 +39%
VCA
127
Verdence Capital Advisors
Maryland
$280K +$272K +12,209 New
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$268K -$1.27M -57,041 -82%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$263K -$1.03K -46 -0.4%
TSS
130
Two Sigma Securities
New York
$253K +$261K +11,685 New
AC
131
Aristeia Capital
Connecticut
$252K -$2.3K -103 -0.9%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$249K +$47.2K +2,116 +22%
C
133
Certuity
Florida
$246K +$253K +11,360 New
EF
134
Empowered Funds
Pennsylvania
$242K +$7.74K +347 +3%
OR
135
Olympiad Research
Connecticut
$236K
Wolverine Trading
136
Wolverine Trading
Illinois
$235K -$546K -24,462 -70%
NA
137
NewEdge Advisors
Louisiana
$227K
LFAS
138
Level Four Advisory Services
Texas
$226K +$233K +10,432 New
MWM
139
Modera Wealth Management
New Jersey
$222K
FIA
140
FNY Investment Advisers
New York
$221K +$112K +5,036 +97%
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$216K -$237K -10,608 -52%
Prudential Financial
142
Prudential Financial
New Jersey
$211K +$669 +30 +0.3%
PAP
143
Persistent Asset Partners
Hong Kong
$210K +$216K +9,704 New
Group One Trading
144
Group One Trading
Illinois
$177K -$54K -2,421 -23%
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$153K
SOADOR
146
State of Alaska Department of Revenue
Alaska
$151K +$157K +7,023 New
AIP
147
Ameritas Investment Partners
Nebraska
$140K -$26.9K -1,204 -16%
C
148
Covestor
United Kingdom
$132K -$296K -13,272 -68%
ACM
149
Aquatic Capital Management
Illinois
$121K +$125K +5,605 New
SCM
150
Sterling Capital Management
North Carolina
$116K +$73.6K +3,298 +160%

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.