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Surgery Partners

205 hedge funds and large institutions have $3.32B invested in Surgery Partners in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

11% more capital invested

Capital invested by funds: $3B → $3.32B (+$320M)

2.02% less ownership

Funds ownership: 111.39%109.37% (-2%)

17% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 63

Holders
205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.9M
Puts
$17.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
176
Jones Financial Companies
Missouri
$7.11K
AF
177
Allworth Financial
California
$6.88K
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.77K
PA
179
Parallel Advisors
California
$4.18K
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$4.16K
SO
181
Sierra Ocean
California
$3.66K
RIL
182
Rothschild Investment LLC
Illinois
$3.09K
HWP
183
Highline Wealth Partners
California
$2.56K
EWA
184
EverSource Wealth Advisors
Alabama
$1.52K
CIAM
185
Caitong International Asset Management
Hong Kong
$1.4K
RA
186
Rise Advisors
New York
$950
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$903
JSAM
188
J. Safra Asset Management
New York
$855
CA
189
CoreCap Advisors
Michigan
$831
SC
190
Stephens Consulting
Michigan
$713
HCP
191
Hexagon Capital Partners
Arkansas
$641
PFBT
192
Parkside Financial Bank & Trust
Missouri
$594
KIM
193
Kestra Investment Management
Texas
$547
HFS
194
Hughes Financial Services
Virginia
$493
SW
195
SVB Wealth
Massachusetts
$356
JWA
196
JFS Wealth Advisors
Pennsylvania
$309
DPW
197
DiNuzzo Private Wealth
Pennsylvania
$143
FFA
198
Farther Finance Advisors
California
$141
GFPC
199
Global Financial Private Client
Florida
$119
TWD
200
True Wealth Design
Ohio
$95