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Surgery Partners

201 hedge funds and large institutions have $3.21B invested in Surgery Partners in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $95.7M | Put options by funds: $32.5M

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

2.59% more ownership

Funds ownership: 110.01%112.6% (+2.6%)

4% less capital invested

Capital invested by funds: $3.34B → $3.21B (-$129M)

9% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 43

3% less funds holding

Funds holding: 208201 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
201
Holders Change
-7
Holders Change %
-3.37%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
39
Increased
84
Reduced
58
Closed
43
Calls
$95.7M
Puts
$32.5M
Net Calls
+$63.2M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$1.11B
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$288M +$29.2M +1,311,865 +11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$251M +$26.6M +1,198,191 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$160M +$518K +23,283 +0.3%
PCM
5
Pentwater Capital Management
Florida
$156M +$94.6M +4,258,000 +155%
KSCM
6
King Street Capital Management
New York
$138M +$27.2M +1,225,000 +25%
BlackRock
7
BlackRock
New York
$130M -$7.59M -341,569 -6%
ClearBridge Investments
8
ClearBridge Investments
New York
$95.1M +$4.03M +181,249 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$86.1M +$5.15M +231,603 +6%
UBS Group
10
UBS Group
Switzerland
$54.5M +$16.9M +761,527 +45%
FCM
11
Farallon Capital Management
California
$42.8M +$42.8M +1,926,000 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42.6M +$219K +9,836 +0.5%
State Street
13
State Street
Massachusetts
$41.2M +$631K +28,401 +2%
Invesco
14
Invesco
Georgia
$37.4M +$2.57M +115,627 +7%
GCM
15
Glenview Capital Management
New York
$34M +$34M +1,529,225 New
Norges Bank
16
Norges Bank
Norway
$26.6M +$10.7M +479,944 +67%
UBS AM
17
UBS AM
Illinois
$25.8M +$14.4M +649,821 +127%
TAL
18
TIG Advisors LLC
New York
$22.8M -$21.1M -951,217 -48%
EOJOAM
19
E. Ohman J:or Asset Management
Sweden
$21.5M -$2.67M -120,131 -11%
Charles Schwab
20
Charles Schwab
California
$20.2M +$392K +17,616 +2%
Victory Capital Management
21
Victory Capital Management
Texas
$17.8M -$1.57M -70,623 -8%
Northern Trust
22
Northern Trust
Illinois
$15.8M -$650K -29,229 -4%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.2M +$13.2M +595,977 +1,377%
Raymond James Financial
24
Raymond James Financial
Florida
$13.7M +$469K +21,098 +4%
Morgan Stanley
25
Morgan Stanley
New York
$12.3M +$4.34M +195,440 +55%

SGRY Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q2 2025, worth a combined $3.21B — down 3.9% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SGRY and 39 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 84 added.

The largest buyer was Pentwater Capital Management, adding an estimated $94.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $168M sold.

  • 201 institutional investors held Surgery Partners (SGRY) as of Q2 2025, down from 208 in Q1 2025.
  • Funds reported $3.21B of Surgery Partners stock for Q2 2025, down 3.9% quarter-over-quarter.
  • 39 funds opened new Surgery Partners positions in Q2 2025 and 43 closed out, a net change of -4 holders.
  • The largest Surgery Partners buyer in Q2 2025 was Pentwater Capital Management, an estimated $94.6M added.
  • The largest Surgery Partners seller in Q2 2025 was Wellington Management Group, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2025.