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Surgery Partners
SGRY

Overview Fund Activity

199 hedge funds and large institutions have $3.21B invested in Surgery Partners in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 42 closing their positions.

Holders
199
Holders Change
-6
Holders Change %
-2.93%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
40
Increased
83
Reduced
57
Closed
42
Calls
$95.7M
Puts
$32.5M
Net Calls
+$63.2M
Net Calls Change
+$17.7M

Top Buyers

1
PCM
1
Pentwater Capital Management
Florida
$156M
2
FCM
2
Farallon Capital Management
California
$42.8M
3
GCM
3
Glenview Capital Management
New York
$34M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$288M
5
KSCM
5
King Street Capital Management
New York
$138M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
HPCM
2
Hein Park Capital Management
New York
$0
3
TAL
3
TIG Advisors LLC
New York
$22.8M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$5.72M
5
WCM Investment Management
5
WCM Investment Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
176
Jones Financial Companies
Missouri
$6.52K – – –
S
177
SignatureFD
Georgia
$5.58K -$19.4K -874 -78%
KIM
178
Kestra Investment Management
Texas
$5.19K +$4.68K +209 +909%
PA
179
Parallel Advisors
California
$4.54K +$622 +28 +16%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$3.89K – – –
RIL
181
Rothschild Investment LLC
Illinois
$3.45K +$556 +25 +19%
GI
182
GAMMA Investing
California
$3.42K -$4.89K -220 -59%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$2.13K +$1.29K +58 +153%
SAM
184
Smartleaf Asset Management
Massachusetts
$1.21K +$1.21K +55 New
PWA
185
Physician Wealth Advisors
Utah
$1.05K +$1.05K +47 New
PFBT
186
Parkside Financial Bank & Trust
Missouri
$1K +$445 +20 +80%
KG
187
Kilter Group
New York
$979 +$979 +44 New
JSAM
188
J. Safra Asset Management
New York
$790 – – –
IA
189
IFP Advisors
Florida
$577 +$577 +14 New
EWA
190
EverSource Wealth Advisors
Alabama
$511 -$911 -41 -64%
FFO
191
Fortitude Family Office
Arizona
$511 +$511 +23 New
LFG
192
Larson Financial Group
Missouri
$445 +$445 +20 New
TWD
193
True Wealth Design
Ohio
$378 +$289 +13 +325%
WCM
194
WealthTrak Capital Management
Virginia
$112 +$112 +5 New
CIAM
195
Caitong International Asset Management
Hong Kong
$111 -$1.2K -54 -92%
DPW
196
DiNuzzo Private Wealth
Pennsylvania
$45 -$90 -4 -67%
SS
197
SBI Securities
Japan
$44 – – –
Wellington Management Group
198
Wellington Management Group
Massachusetts
– -$168M -7,091,756 Closed
HPCM
199
Hein Park Capital Management
New York
– -$32.6M -1,371,702 Closed
WCM Investment Management
200
WCM Investment Management
California
– -$12.2M -509,413 Closed
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