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Surgery Partners

201 hedge funds and large institutions have $3.21B invested in Surgery Partners in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $95.7M | Put options by funds: $32.5M

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

2.59% more ownership

Funds ownership: 110.01%112.6% (+2.6%)

4% less capital invested

Capital invested by funds: $3.34B → $3.21B (-$129M)

9% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 43

3% less funds holding

Funds holding: 208201 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
201
Holders Change
-7
Holders Change %
-3.37%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
39
Increased
84
Reduced
58
Closed
43
Calls
$95.7M
Puts
$32.5M
Net Calls
+$63.2M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
176
Optiver Holding
Netherlands
$8.07K -$2.8K -126 -26%
AF
177
Allworth Financial
California
$7.89K +$889 +40 +13%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$6.52K
S
179
SignatureFD
Georgia
$5.58K -$19.4K -874 -78%
KIM
180
Kestra Investment Management
Texas
$5.19K +$4.65K +209 +909%
JSAM
181
J. Safra Asset Management
New York
$4.91K
PA
182
Parallel Advisors
California
$4.54K +$622 +28 +16%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$3.89K
RIL
184
Rothschild Investment LLC
Illinois
$3.45K +$556 +25 +19%
GI
185
GAMMA Investing
California
$3.42K -$4.89K -220 -59%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$2.13K +$1.29K +58 +153%
SAM
187
Smartleaf Asset Management
Massachusetts
$1.21K +$1.22K +55 New
PWA
188
Physician Wealth Advisors
Utah
$1.04K +$1.04K +47 New
PFBT
189
Parkside Financial Bank & Trust
Missouri
$1K +$445 +20 +80%
KG
190
Kilter Group
New York
$979 +$978 +44 New
IA
191
IFP Advisors
Florida
$577 +$311 +14 New
EWA
192
EverSource Wealth Advisors
Alabama
$511 -$911 -41 -64%
FFO
193
Fortitude Family Office
Arizona
$511 +$511 +23 New
LFG
194
Larson Financial Group
Missouri
$445 +$445 +20 New
TWD
195
True Wealth Design
Ohio
$378 +$289 +13 +325%
WCM
196
WealthTrak Capital Management
Virginia
$112 +$111 +5 New
CIAM
197
Caitong International Asset Management
Hong Kong
$111 -$1.2K -54 -92%
DPW
198
DiNuzzo Private Wealth
Pennsylvania
$45 -$89 -4 -67%
SS
199
SBI Securities
Japan
$44
Wellington Management Group
200
Wellington Management Group
Massachusetts
-$168M -7,091,756 Closed

SGRY Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2025, worth a combined $3.21B — down 3.9% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SGRY and 39 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 84 added.

The largest buyer was Pentwater Capital Management, adding an estimated $94.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $168M sold.

  • 201 institutional investors held Surgery Partners (SGRY) as of Q2 2025, down from 208 in Q1 2025.
  • Funds reported $3.21B of Surgery Partners stock for Q2 2025, down 3.9% quarter-over-quarter.
  • 39 funds opened new Surgery Partners positions in Q2 2025 and 43 closed out, a net change of -4 holders.
  • The largest Surgery Partners buyer in Q2 2025 was Pentwater Capital Management, an estimated $94.6M added.
  • The largest Surgery Partners seller in Q2 2025 was Wellington Management Group, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2025.