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Surgery Partners

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.

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: $ → $

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

3% less funds holding

Funds holding: 205199 (-6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
199
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
Jones Financial Companies
176
Jones Financial Companies
Missouri
$6.52K
S
177
SignatureFD
Georgia
$5.58K
KIM
178
Kestra Investment Management
Texas
$5.19K
PA
179
Parallel Advisors
California
$4.54K
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$3.89K
RIL
181
Rothschild Investment LLC
Illinois
$3.45K
GI
182
GAMMA Investing
California
$3.42K
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$2.13K
SAM
184
Smartleaf Asset Management
Massachusetts
$1.21K
PWA
185
Physician Wealth Advisors
Utah
$1.04K
PFBT
186
Parkside Financial Bank & Trust
Missouri
$1K
KG
187
Kilter Group
New York
$979
JSAM
188
J. Safra Asset Management
New York
$790
IA
189
IFP Advisors
Florida
$577
EWA
190
EverSource Wealth Advisors
Alabama
$511
FFO
191
Fortitude Family Office
Arizona
$511
LFG
192
Larson Financial Group
Missouri
$445
TWD
193
True Wealth Design
Ohio
$378
WCM
194
WealthTrak Capital Management
Virginia
$112
CIAM
195
Caitong International Asset Management
Hong Kong
$111
DPW
196
DiNuzzo Private Wealth
Pennsylvania
$45
SS
197
SBI Securities
Japan
$44
Wellington Management Group
198
Wellington Management Group
Massachusetts
HPCM
199
Hein Park Capital Management
New York
WCM Investment Management
200
WCM Investment Management
California