AdaptHealth
AHCO
242 hedge funds and large institutions have $1.68B invested in AdaptHealth in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 69 reducing their positions, and 33 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
45% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 33
29% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 69
21% more capital invested
Capital invested by funds: $1.39B → $1.68B (+$295M)
5% more funds holding
Funds holding: 231 → 242 (+11)
1.24% more ownership
Funds ownership: 102.69% → 103.93% (+1.2%)
69% less call options, than puts
Call options by funds: $8.16M | Put options by funds: $26.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCA
OEP Capital Advisors
New York
|
+$25.5M |
| 2 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$20.3M |
| 3 |
Goldman Sachs
New York
|
+$7.76M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$5.71M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
-$36.2M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$4.56M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$3.27M |
| 4 |
N
Natixis
Paris,
France
|
-$2.66M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.57M |
AHCO Hedge Fund Activity: Q1 2026 in Review
242 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q1 2026, worth a combined $1.68B — up 21% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new AHCO positions and 33 closed out — a net gain of 15 holders — while 89 added to existing stakes and 69 trimmed.
The largest buyer was OEP Capital Advisors, adding an estimated $25.5M. The largest seller was Jefferies Financial Group, cutting an estimated $36.2M.
- 242 institutional investors held AdaptHealth (AHCO) as of Q1 2026, up from 231 in Q4 2025.
- Funds reported $1.68B of AdaptHealth stock for Q1 2026, up 21% quarter-over-quarter.
- 48 funds opened new AdaptHealth positions in Q1 2026 and 33 closed out, a net change of +15 holders.
- The largest AdaptHealth buyer in Q1 2026 was OEP Capital Advisors, an estimated $25.5M added.
- The largest AdaptHealth seller in Q1 2026 was Jefferies Financial Group, an estimated $36.2M sold.
Based on aggregated 13F filings for Q1 2026.