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Surgery Partners
SGRY

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: 201 → 199 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-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

Top Buyers

1
PCM
Pentwater Capital Management
Florida
+$104M
2
KSCM
King Street Capital Management
New York
+$69.5M
3
UBS Group
UBS Group
Switzerland
+$27.7M
4
GCM
Glenview Capital Management
New York
+$22.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.1M

Top Sellers

1
FCM
Farallon Capital Management
California
-$23.5M
2
TAL
TIG Advisors LLC
New York
-$22.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.2M
4
AAM
Alpine Associates Management
Florida
-$12M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$1.08B – – –
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$282M +$1.82M +81,667 +0.6%
PCM
3
Pentwater Capital Management
Florida
$253M +$104M +4,681,000 +67%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$227M -$18.2M -817,656 -7%
KSCM
5
King Street Capital Management
New York
$202M +$69.5M +3,114,930 +50%
Vanguard Group
6
Vanguard Group
Pennsylvania
$165M +$9.47M +424,518 +6%
BlackRock
7
BlackRock
New York
$122M -$3.86M -173,046 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$105M +$22.1M +988,956 +26%
ClearBridge Investments
9
ClearBridge Investments
New York
$91.8M -$740K -33,187 -0.8%
UBS Group
10
UBS Group
Switzerland
$79.9M +$27.7M +1,239,549 +51%
GCM
11
Glenview Capital Management
New York
$55.1M +$22.7M +1,017,510 +67%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$41.8M +$350K +15,699 +0.8%
State Street
13
State Street
Massachusetts
$40.1M -$23.6K -1,057 -0.1%
Invesco
14
Invesco
Georgia
$38.1M +$1.7M +76,189 +5%
ICM
15
Irenic Capital Management
New York
$24.5M +$19.5M +874,704 +340%
UBS AM
16
UBS AM
Illinois
$22.6M -$2.6M -116,582 -10%
Morgan Stanley
17
Morgan Stanley
New York
$21.6M +$9.89M +443,370 +80%
EOJOAM
18
E. Ohman J:or Asset Management
Sweden
$20.9M – – –
HSBC Holdings
19
HSBC Holdings
United Kingdom
$20.6M +$20.9M +934,825 +8,495%
Bank of America
20
Bank of America
North Carolina
$20.4M +$14.3M +641,019 +212%
Charles Schwab
21
Charles Schwab
California
$20.1M +$496K +22,233 +2%
FCM
22
Farallon Capital Management
California
$18.9M -$23.5M -1,054,170 -55%
Raymond James Financial
23
Raymond James Financial
Florida
$18M +$4.8M +215,377 +35%
Victory Capital Management
24
Victory Capital Management
Texas
$17.2M -$123K -5,528 -0.7%
Northern Trust
25
Northern Trust
Illinois
$15.5M +$94.1K +4,218 +0.6%
1
2 3 4 5

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.