AdaptHealth
AHCO
231 hedge funds and large institutions have $1.39B invested in AdaptHealth in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 18 closing their positions.
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
22% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 76
13% more capital invested
Capital invested by funds: $1.23B → $1.39B (+$160M)
3% more funds holding
Funds holding: 225 → 231 (+6)
1.54% more ownership
Funds ownership: 101.17% → 102.71% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
44% less call options, than puts
Call options by funds: $29.4M | Put options by funds: $52.8M
Top Buyers
| 1 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$7.39M |
| 2 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$6.54M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.69M |
| 4 |
BlackRock
New York
|
+$4.21M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.02M |
Top Sellers
AHCO Hedge Fund Activity: Q4 2025 in Review
231 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q4 2025, worth a combined $1.39B — up 13% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new AHCO positions and 18 closed out — a net gain of 11 holders — while 93 added to existing stakes and 76 trimmed.
The largest buyer was Reinhart Partners, adding an estimated $7.39M. The largest seller was Fidelity Investments, cutting an estimated $13M.
- 231 institutional investors held AdaptHealth (AHCO) as of Q4 2025, up from 225 in Q3 2025.
- Funds reported $1.39B of AdaptHealth stock for Q4 2025, up 13% quarter-over-quarter.
- 29 funds opened new AdaptHealth positions in Q4 2025 and 18 closed out, a net change of +11 holders.
- The largest AdaptHealth buyer in Q4 2025 was Reinhart Partners, an estimated $7.39M added.
- The largest AdaptHealth seller in Q4 2025 was Fidelity Investments, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2025.