SGRY icon

Surgery Partners

200 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, 82 increasing their positions, 58 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 43

3% less funds holding

Funds holding: 206200 (-6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$95.7M
Puts
$32.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$7.89K
Jones Financial Companies
177
Jones Financial Companies
Missouri
$6.52K
S
178
SignatureFD
Georgia
$5.58K
KIM
179
Kestra Investment Management
Texas
$5.19K
JSAM
180
J. Safra Asset Management
New York
$4.91K
PA
181
Parallel Advisors
California
$4.54K
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$3.89K
RIL
183
Rothschild Investment LLC
Illinois
$3.45K
GI
184
GAMMA Investing
California
$3.42K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$2.13K
SAM
186
Smartleaf Asset Management
Massachusetts
$1.21K
PWA
187
Physician Wealth Advisors
Utah
$1.04K
PFBT
188
Parkside Financial Bank & Trust
Missouri
$1K
KG
189
Kilter Group
New York
$979
IA
190
IFP Advisors
Florida
$577
EWA
191
EverSource Wealth Advisors
Alabama
$511
FFO
192
Fortitude Family Office
Arizona
$511
LFG
193
Larson Financial Group
Missouri
$445
TWD
194
True Wealth Design
Ohio
$378
WCM
195
WealthTrak Capital Management
Virginia
$112
CIAM
196
Caitong International Asset Management
Hong Kong
$111
DPW
197
DiNuzzo Private Wealth
Pennsylvania
$45
SS
198
SBI Securities
Japan
$44
Wellington Management Group
199
Wellington Management Group
Massachusetts
HPCM
200
Hein Park Capital Management
New York