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Surgery Partners

182 hedge funds and large institutions have $1.9B invested in Surgery Partners in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $15.8M

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1.71% more ownership

Funds ownership: 121.26%122.97% (+1.7%)

1% more funds holding

Funds holding: 180182 (+2)

22% less capital invested

Capital invested by funds: $2.42B → $1.9B (-$526M)

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
66
Reduced
48
Closed
29
Calls
$20.9M
Puts
$15.8M
Net Calls
+$5.12M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
151
BNP Paribas Asset Management
France
$14.8K +$4.65K +324 +35%
OBC
152
Oakum Bay Capital
Connecticut
$14.4K +$3K +209 +21%
QCG
153
Quadrant Capital Group
Ohio
$11.9K -$1.35K -94 -9%
Nomura Asset Management
154
Nomura Asset Management
Japan
$10.7K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$8.24K +$7.84K +546 +377%
AF
156
Allworth Financial
California
$6.58K +$2.07K +144 +35%
PA
157
Parallel Advisors
California
$6.44K +$5.6K +390 +260%
US Bancorp
158
US Bancorp
Minnesota
$5.55K +$5.4K +376 +418%
Los Angeles Capital Management
159
Los Angeles Capital Management
California
$5.03K
Optiver Holding
160
Optiver Holding
Netherlands
$4.3K +$2.41K +168 +87%
GI
161
GAMMA Investing
California
$4.28K +$445 +31 +9%
Osaic Holdings
162
Osaic Holdings
Arizona
$2.29K -$7.76K -541 -74%
KG
163
Kilter Group
New York
$2.12K +$273 +19 +12%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$2.09K
HPBT
165
Hickory Point Bank & Trust
Illinois
$1.79K +$2.15K +150 New
IA
166
IFP Advisors
Florida
$1.37K
ASN
167
Advisory Services Network
Georgia
$1.27K +$1.54K +107 New
S
168
SignatureFD
Georgia
$1.01K +$1.22K +85 New
SAM
169
Smartleaf Asset Management
Massachusetts
$928 +$172 +12 +18%
SS
170
SBI Securities
Japan
$811 +$890 +62 +1,033%
FFA
171
Farther Finance Advisors
California
$711 -$4.08K -284 -83%
SFS
172
Sunrise Financial Services
Washington
$429 +$517 +36 New
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$358 +$431 +30 New
AT
174
Arlington Trust
Alabama
$346 +$416 +29 New
RIL
175
Rothschild Investment LLC
Illinois
$298