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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

more call options, than puts

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

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.8M
Puts
$46.5M
Net Calls
Net Calls Change
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
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$4.11K
IA
179
IFP Advisors
Florida
$3.53K
RIL
180
Rothschild Investment LLC
Illinois
$2.92K
ASN
181
Advisory Services Network
Georgia
$2.51K
AAP
182
Arax Advisory Partners
Colorado
$1.8K
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$1.62K
SAM
184
Smartleaf Asset Management
Massachusetts
$1.62K
Barrow, Hanley, Mewhinney & Strauss
185
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.39K
PWA
186
Physician Wealth Advisors
Utah
$1.02K
PFBT
187
Parkside Financial Bank & Trust
Missouri
$973
TFA
188
Transamerica Financial Advisors
Florida
$931
KG
189
Kilter Group
New York
$844
FFO
190
Fortitude Family Office
Arizona
$498
FC
191
Financial Consulate
Maryland
$455
LFG
192
Larson Financial Group
Missouri
$433
TWD
193
True Wealth Design
Ohio
$368
EWA
194
EverSource Wealth Advisors
Alabama
$216
SS
195
SBI Securities
Japan
$156
SPIA
196
Steward Partners Investment Advisory
New York
$87
RFP
197
Root Financial Partners
California
$65
Norges Bank
198
Norges Bank
Norway
TAL
199
TIG Advisors LLC
New York
AAM
200
Alpine Associates Management
Florida