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Surgery Partners

196 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, 67 increasing their positions, 64 reducing their positions, and 33 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: $ → $

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

2% less funds holding

Funds holding: 201196 (-5)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
196
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
RIL
179
Rothschild Investment LLC
Illinois
$2.92K
ASN
180
Advisory Services Network
Georgia
$2.51K
AAP
181
Arax Advisory Partners
Colorado
$1.8K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$1.62K
SAM
183
Smartleaf Asset Management
Massachusetts
$1.62K
Barrow, Hanley, Mewhinney & Strauss
184
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.39K
PWA
185
Physician Wealth Advisors
Utah
$1.02K
PFBT
186
Parkside Financial Bank & Trust
Missouri
$973
TFA
187
Transamerica Financial Advisors
Florida
$931
FFO
188
Fortitude Family Office
Arizona
$498
FC
189
Financial Consulate
Maryland
$455
LFG
190
Larson Financial Group
Missouri
$433
TWD
191
True Wealth Design
Ohio
$368
EWA
192
EverSource Wealth Advisors
Alabama
$216
SS
193
SBI Securities
Japan
$156
SPIA
194
Steward Partners Investment Advisory
New York
$87
RFP
195
Root Financial Partners
California
$65
Norges Bank
196
Norges Bank
Norway
TAL
197
TIG Advisors LLC
New York
AAM
198
Alpine Associates Management
Florida
Tudor Investment Corp
199
Tudor Investment Corp
Connecticut
Millennium Management
200
Millennium Management
New York