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Surgery Partners
SGRY

Overview Fund Activity

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
Holders
205
Holders Change
+23
Holders Change %
+12.64%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
64
Increased
52
Reduced
63
Closed
36
Calls
$62.9M
Puts
$17.4M
Net Calls
+$45.5M
Net Calls Change
+$51.3M

Top Buyers

1
PCM
Pentwater Capital Management
Florida
+$55M
2
KSCM
King Street Capital Management
New York
+$52.3M
3
TAL
TIG Advisors LLC
New York
+$46.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.7M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$27.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$147M
2
BlackRock
BlackRock
New York
-$37.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$37.2M
4
American Century Companies
American Century Companies
Missouri
-$29.6M
5
SAM
Silvercrest Asset Management
New York
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
176
Jones Financial Companies
Missouri
$7.11K – – –
AF
177
Allworth Financial
California
$6.88K +$66 +3 +1%
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.77K +$5.77K +243 New
PA
179
Parallel Advisors
California
$4.18K +$618 +26 +17%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$4.16K +$4.11K +173 +8,650%
SO
181
Sierra Ocean
California
$3.66K +$3.66K +154 New
RIL
182
Rothschild Investment LLC
Illinois
$3.09K +$2.02K +85 +189%
HWP
183
Highline Wealth Partners
California
$2.57K +$2.57K +108 New
EWA
184
EverSource Wealth Advisors
Alabama
$1.52K +$974 +41 +178%
CIAM
185
Caitong International Asset Management
Hong Kong
$1.4K -$17.7K -744 -93%
RA
186
Rise Advisors
New York
$950 +$950 +40 New
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$903 -$855 -36 -49%
JSAM
188
J. Safra Asset Management
New York
$855 – – –
CA
189
CoreCap Advisors
Michigan
$831 +$285 +12 +52%
SC
190
Stephens Consulting
Michigan
$713 +$713 +30 New
HCP
191
Hexagon Capital Partners
Arkansas
$641 – – –
PFBT
192
Parkside Financial Bank & Trust
Missouri
$594 +$594 +25 New
KIM
193
Kestra Investment Management
Texas
$547 +$547 +23 New
HFS
194
Hughes Financial Services
Virginia
$493 +$493 +21 New
SW
195
SVB Wealth
Massachusetts
$356 +$356 +15 New
JWA
196
JFS Wealth Advisors
Pennsylvania
$309 -$95 -4 -24%
DPW
197
DiNuzzo Private Wealth
Pennsylvania
$143 -$24 -1 -14%
FFA
198
Farther Finance Advisors
California
$141 -$71 -3 -33%
GFPC
199
Global Financial Private Client
Florida
$119 – – –
TWD
200
True Wealth Design
Ohio
$95 +$95 +4 New
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