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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
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$58.5K +$33.9K +1,519 +128%
AB
152
Amalgamated Bank
New York
$58K
KBC Group
153
KBC Group
Belgium
$55K
CIAM
154
Caitong International Asset Management
Hong Kong
$49.5K +$50.9K +2,282 +45,640%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$31.6K +$32.6K +1,460 New
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.1K +$3.81K +171 +15%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$26.8K +$20.7K +930 +313%
A
158
AlphaQuest
New York
$26.2K -$18.8K -844 -41%
QCG
159
Quadrant Capital Group
Ohio
$24.1K +$24.9K +1,115 New
PS
160
Principal Securities
Iowa
$22.8K +$4.48K +201 +24%
QL
161
Quarry LP
New York
$21.3K +$21.9K +984 New
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$19.5K +$1.56K +70 +8%
Nomura Asset Management
163
Nomura Asset Management
Japan
$19.5K
HCA
164
Harbor Capital Advisors
Illinois
$19K +$3.46K +155 +21%
Comerica Bank
165
Comerica Bank
Texas
$15.5K +$67 +3 +0.4%
BNP Paribas Asset Management
166
BNP Paribas Asset Management
France
$15K
Optiver Holding
167
Optiver Holding
Netherlands
$11K +$3.26K +146 +40%
PA
168
Parallel Advisors
California
$10.5K +$6.25K +280 +137%
FFA
169
Farther Finance Advisors
California
$10.4K -$12.7K -571 -54%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$10K -$5.31K -238 -35%
AF
171
Allworth Financial
California
$9.33K +$1.7K +76 +21%
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.66K +$8.92K +400 New
Osaic Holdings
173
Osaic Holdings
Arizona
$8.4K -$1K -45 -11%
S
174
SignatureFD
Georgia
$5.8K +$379 +17 +7%
US Bancorp
175
US Bancorp
Minnesota
$5.78K -$5.49K -246 -48%

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.