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Surgery Partners

199 hedge funds and large institutions have $3.28B invested in Surgery Partners in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $96.8M | Put options by funds: $46.5M

5.49% more ownership

Funds ownership: 112.6%118.09% (+5.5%)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

2% more capital invested

Capital invested by funds: $3.21B → $3.28B (+$68.7M)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

1% less funds holding

Funds holding: 201199 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
32
Increased
68
Reduced
65
Closed
32
Calls
$96.8M
Puts
$46.5M
Net Calls
+$50.3M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
176
J. Safra Asset Management
New York
$4.78K
GI
177
GAMMA Investing
California
$4.61K +$1.32K +59 +38%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$4.11K +$335 +15 +9%
IA
179
IFP Advisors
Florida
$3.53K +$3.32K +149 +1,064%
RIL
180
Rothschild Investment LLC
Illinois
$2.92K -$446 -20 -13%
ASN
181
Advisory Services Network
Georgia
$2.51K +$2.59K +116 New
AAP
182
Arax Advisory Partners
Colorado
$1.8K +$1.85K +83 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$1.62K -$468 -21 -22%
SAM
184
Smartleaf Asset Management
Massachusetts
$1.62K +$424 +19 +35%
Barrow, Hanley, Mewhinney & Strauss
185
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.39K +$1.43K +64 New
PWA
186
Physician Wealth Advisors
Utah
$1.02K
PFBT
187
Parkside Financial Bank & Trust
Missouri
$973
TFA
188
Transamerica Financial Advisors
Florida
$931 +$959 +43 New
KG
189
Kilter Group
New York
$844 -$112 -5 -11%
FFO
190
Fortitude Family Office
Arizona
$498
FC
191
Financial Consulate
Maryland
$455 +$468 +21 New
LFG
192
Larson Financial Group
Missouri
$433
TWD
193
True Wealth Design
Ohio
$368
EWA
194
EverSource Wealth Advisors
Alabama
$216 -$290 -13 -57%
SS
195
SBI Securities
Japan
$156 +$803 +36 +1,800%
SPIA
196
Steward Partners Investment Advisory
New York
$87 +$89 +4 New
RFP
197
Root Financial Partners
California
$65 +$67 +3 New
Norges Bank
198
Norges Bank
Norway
-$26.6M -1,196,983 Closed
TAL
199
TIG Advisors LLC
New York
-$22.8M -1,023,621 Closed
AAM
200
Alpine Associates Management
Florida
-$12M -540,025 Closed

SGRY Hedge Fund Activity: Q3 2025 in Review

199 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q3 2025, worth a combined $3.28B — up 2.1% from $3.21B a quarter earlier.

Fund positioning in SGRY was balanced in Q3 2025: 32 funds opened new positions, 32 closed out, 68 added to existing stakes and 65 trimmed.

The largest buyer was Pentwater Capital Management, adding an estimated $104M. The largest seller was Farallon Capital Management, cutting an estimated $23.5M.

  • 199 institutional investors held Surgery Partners (SGRY) as of Q3 2025, down from 201 in Q2 2025.
  • Funds reported $3.28B of Surgery Partners stock for Q3 2025, up 2.1% quarter-over-quarter.
  • 32 funds opened new Surgery Partners positions in Q3 2025 and 32 closed out, a net change of 0 holders.
  • The largest Surgery Partners buyer in Q3 2025 was Pentwater Capital Management, an estimated $104M added.
  • The largest Surgery Partners seller in Q3 2025 was Farallon Capital Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2025.