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AdaptHealth

226 hedge funds and large institutions have $1.44B invested in AdaptHealth in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.25B → $1.44B (+$190M)

13% more funds holding

Funds holding: 200226 (+26)

9% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 66

0.93% more ownership

Funds ownership: 97.42%98.34% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less call options, than puts

Call options by funds: $68.2M | Put options by funds: $99M

Holders
226
Holders Change
+26
Holders Change %
+13%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
52
Increased
72
Reduced
66
Closed
25
Calls
$68.2M
Puts
$99M
Net Calls
-$30.8M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$627K
ECM
102
ExodusPoint Capital Management
New York
$614K +$570K +56,629 New
Wells Fargo
103
Wells Fargo
California
$605K +$12.4K +1,230 +2%
CF
104
Corebridge Financial
Texas
$578K -$10.6K -1,055 -2%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$570K +$21.7K +2,152 +4%
Lazard Asset Management
106
Lazard Asset Management
New York
$552K +$512K +50,847 +31,779%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$542K -$14.1K -1,400 -3%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$534K -$6.85K -681 -1%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$534K
Fuller & Thaler Asset Management
110
Fuller & Thaler Asset Management
California
$532K +$494K +49,115 New
SB
111
SIG Brokerage
New York
$512K +$475K +47,197 New
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$496K +$80.5K +7,997 +21%
RAM
113
Readystate Asset Management
Illinois
$478K +$444K +44,139 New
SOW
114
State of Wyoming
Wyoming
$477K +$134K +13,325 +43%
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$473K -$15.8K -1,571 -3%
XT
116
XTX Topco
Cayman Islands
$468K +$434K +43,160 New
YCM
117
Yousif Capital Management
Michigan
$431K -$8.97K -892 -2%
Comerica Bank
118
Comerica Bank
Texas
$420K -$3.73K -371 -0.9%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$407K
SPA
120
Sherbrooke Park Advisers
New York
$392K +$364K +36,149 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$376K +$61.5K +6,114 +21%
OAM
122
Oppenheimer Asset Management
New York
$356K +$20.9K +2,081 +7%
SCM
123
Sterling Capital Management
North Carolina
$355K -$8.56K -851 -3%
MAM
124
Martingale Asset Management
Massachusetts
$350K +$325K +32,296 New
Man Group
125
Man Group
United Kingdom
$343K +$318K +31,646 New

AHCO Hedge Fund Activity: Q1 2025 in Review

226 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q1 2025, worth a combined $1.44B — up 15% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AHCO positions and 25 closed out — a net gain of 27 holders — while 72 added to existing stakes and 66 trimmed.

The largest buyer was Jefferies Financial Group, adding an estimated $29.6M. The largest seller was Pacer Advisors, exiting entirely with an estimated $76.3M sold.

  • 226 institutional investors held AdaptHealth (AHCO) as of Q1 2025, up from 200 in Q4 2024.
  • Funds reported $1.44B of AdaptHealth stock for Q1 2025, up 15% quarter-over-quarter.
  • 52 funds opened new AdaptHealth positions in Q1 2025 and 25 closed out, a net change of +27 holders.
  • The largest AdaptHealth buyer in Q1 2025 was Jefferies Financial Group, an estimated $29.6M added.
  • The largest AdaptHealth seller in Q1 2025 was Pacer Advisors, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2025.