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Surgery Partners

180 hedge funds and large institutions have $2.42B invested in Surgery Partners in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.16% more ownership

Funds ownership: 118.1%121.26% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 200180 (-20)

16% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 67

26% less capital invested

Capital invested by funds: $3.28B → $2.42B (-$853M)

36% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 50

40% less call options, than puts

Call options by funds: $7.89M | Put options by funds: $13.2M

Holders
180
Holders Change
-20
Holders Change %
-10%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
56
Reduced
67
Closed
50
Calls
$7.89M
Puts
$13.2M
Net Calls
-$5.29M
Net Calls Change
-$55.6M

SGRY Hedge Fund Activity: Q4 2025 in Review

180 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Surgery Partners (SGRY) for Q4 2025, worth a combined $2.42B — down 26% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SGRY and 32 opened new positions — a net loss of 18 holders — while 67 trimmed existing stakes and 56 added.

The largest buyer was UBS Group, adding an estimated $75.6M. The largest seller was Fidelity Investments, cutting an estimated $71.9M.

  • 180 institutional investors held Surgery Partners (SGRY) as of Q4 2025, down from 200 in Q3 2025.
  • Funds reported $2.42B of Surgery Partners stock for Q4 2025, down 26% quarter-over-quarter.
  • 32 funds opened new Surgery Partners positions in Q4 2025 and 50 closed out, a net change of -18 holders.
  • The largest Surgery Partners buyer in Q4 2025 was UBS Group, an estimated $75.6M added.
  • The largest Surgery Partners seller in Q4 2025 was Fidelity Investments, an estimated $71.9M sold.

Based on aggregated 13F filings for Q4 2025.