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Surgery Partners

179 hedge funds and large institutions have $2.42B invested in Surgery Partners in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 49 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:

26% less capital invested

Capital invested by funds: $3.28B → $2.42B (-$853M)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

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
Jones Financial Companies
151
Jones Financial Companies
Missouri
$11.6K
Osaic Holdings
152
Osaic Holdings
Arizona
$11.3K
Comerica Bank
153
Comerica Bank
Texas
$10.5K
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$9.35K
A
155
AlphaQuest
New York
$7.71K
AF
156
Allworth Financial
California
$6.3K
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.18K
FFA
158
Farther Finance Advisors
California
$5.28K
GI
159
GAMMA Investing
California
$5.07K
JSAM
160
J. Safra Asset Management
New York
$3.41K
VCM
161
Versant Capital Management
Arizona
$3.08K
Optiver Holding
162
Optiver Holding
Netherlands
$2.98K
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$2.7K
KG
164
Kilter Group
New York
$2.46K
PA
165
Parallel Advisors
California
$2.32K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$2K
IA
167
IFP Advisors
Florida
$1.78K
QL
168
Quarry LP
New York
$1.7K
US Bancorp
169
US Bancorp
Minnesota
$1.39K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$1.16K
SAM
171
Smartleaf Asset Management
Massachusetts
$1.06K
BTI
172
Blue Trust Inc
Georgia
$649
RIL
173
Rothschild Investment LLC
Illinois
$386
GFA
174
Godfrey Financial Associates
New York
$324
TFA
175
Transamerica Financial Advisors
Florida
$124