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Surgery Partners

193 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, 65 increasing their positions, 63 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

4% less funds holding

Funds holding: 200193 (-7)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
193
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
$96.8M
Puts
$46.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
176
Advisory Services Network
Georgia
$2.51K
AAP
177
Arax Advisory Partners
Colorado
$1.8K
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$1.62K
SAM
179
Smartleaf Asset Management
Massachusetts
$1.62K
Barrow, Hanley, Mewhinney & Strauss
180
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.39K
PWA
181
Physician Wealth Advisors
Utah
$1.02K
PFBT
182
Parkside Financial Bank & Trust
Missouri
$973
TFA
183
Transamerica Financial Advisors
Florida
$931
FFO
184
Fortitude Family Office
Arizona
$498
FC
185
Financial Consulate
Maryland
$455
LFG
186
Larson Financial Group
Missouri
$433
TWD
187
True Wealth Design
Ohio
$368
EWA
188
EverSource Wealth Advisors
Alabama
$216
SS
189
SBI Securities
Japan
$156
SPIA
190
Steward Partners Investment Advisory
New York
$87
RFP
191
Root Financial Partners
California
$65
Norges Bank
192
Norges Bank
Norway
TAL
193
TIG Advisors LLC
New York
AAM
194
Alpine Associates Management
Florida
Tudor Investment Corp
195
Tudor Investment Corp
Connecticut
Millennium Management
196
Millennium Management
New York
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
AAP
198
Ardsley Advisory Partners
Connecticut
CIEC
199
Crédit Industriel et Commercial
France
TCA
200
Taconic Capital Advisors
New York