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Surgery Partners

179 hedge funds and large institutions have $2.39B invested in Surgery Partners in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

27% less capital invested

Capital invested by funds: $3.28B → $2.39B (-$883M)

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

40% less call options, than puts

Call options by funds: $7.89M | Put options by funds: $13.2M

Holders
179
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.89M
Puts
$13.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$162K
Canada Life
127
Canada Life
Manitoba, Canada
$155K
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$152K
Citigroup
129
Citigroup
New York
$125K
SOADOR
130
State of Alaska Department of Revenue
Alaska
$112K
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$110K
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$109K
TRCT
133
Tower Research Capital (TRC)
New York
$103K
FIA
134
FNY Investment Advisers
New York
$100K
AIP
135
Ameritas Investment Partners
Nebraska
$99.8K
Russell Investments Group
136
Russell Investments Group
United Kingdom
$94.6K
C
137
Covestor
United Kingdom
$81K
SCM
138
Sterling Capital Management
North Carolina
$68.9K
KBC Group
139
KBC Group
Belgium
$39K
AB
140
Amalgamated Bank
New York
$38K
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$29.9K
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.5K
LIA
143
Luken Investment Analytics
Tennessee
$19.7K
QCG
144
Quadrant Capital Group
Ohio
$16.9K
OBC
145
Oakum Bay Capital
Connecticut
$15.4K
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$14K
Nomura Asset Management
147
Nomura Asset Management
Japan
$13.9K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$13.2K
HCA
149
Harbor Capital Advisors
Illinois
$13K
Jones Financial Companies
150
Jones Financial Companies
Missouri
$11.6K