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AdaptHealth

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.

New
Increased
Maintained
Reduced
Closed

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: 225231 (+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: 22 (0)

44% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $52.8M

Holders
231
Holders Change
+6
Holders Change %
+2.67%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
93
Reduced
76
Closed
18
Calls
$29.4M
Puts
$52.8M
Net Calls
-$23.4M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$156M +$4.21M +441,070 +3%
OCA
2
OEP Capital Advisors
New York
$138M
Vanguard Group
3
Vanguard Group
Pennsylvania
$117M +$4.69M +491,106 +4%
DM
4
Deerfield Management
New York
$114M
SC
5
SkyKnight Capital
California
$85.5M
RP
6
Reinhart Partners
Wisconsin
$80.7M +$7.39M +773,727 +11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$76M -$13M -1,362,002 -15%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$63.8M +$4.02M +420,629 +7%
State Street
9
State Street
Massachusetts
$43.5M +$40.2K +4,208 +0.1%
SBH
10
Segall Bryant & Hamill
Illinois
$39.1M -$3.58M -374,571 -9%
JFG
11
Jefferies Financial Group
New York
$37.4M -$7.69M -805,443 -18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$26.2M +$191K +19,998 +0.8%
ITP
13
Iron Triangle Partners
Connecticut
$26M +$6.54M +684,871 +36%
KCM
14
Kennedy Capital Management
Missouri
$24M +$3.04M +317,900 +15%
PCM
15
Palisade Capital Management
New Jersey
$22.8M -$2.97M -310,645 -12%
Charles Schwab
16
Charles Schwab
California
$22.2M +$3.12M +326,820 +17%
Principal Financial Group
17
Principal Financial Group
Iowa
$22.2M +$31.4K +3,284 +0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.1M -$561K -58,784 -3%
Invesco
19
Invesco
Georgia
$16.7M -$1.39M -145,629 -8%
Lazard Asset Management
20
Lazard Asset Management
New York
$12.3M +$1.6M +167,730 +16%
Ameriprise
21
Ameriprise
Minnesota
$12.3M -$309K -32,402 -3%
Northern Trust
22
Northern Trust
Illinois
$12M -$426K -44,642 -4%
Morgan Stanley
23
Morgan Stanley
New York
$10.3M +$2.1M +220,120 +27%
BCM
24
Bridgeway Capital Management
Texas
$9.94M -$150K -15,696 -2%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$8.38M +$112K +11,700 +1%