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Brookdale Senior Living

180 hedge funds and large institutions have $1.61B invested in Brookdale Senior Living in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

15% more capital invested

Capital invested by funds: $1.4B → $1.61B (+$213M)

11% more call options, than puts

Call options by funds: $5.23M | Put options by funds: $4.7M

3% less funds holding

Funds holding: 186180 (-6)

12.84% less ownership

Funds ownership: 111.57%98.73% (-13%)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

Holders
180
Holders Change
-6
Holders Change %
-3.23%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
72
Reduced
57
Closed
31
Calls
$5.23M
Puts
$4.7M
Net Calls
+$526K
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
51
Y-Intercept (HK)
Hong Kong
$3.73M +$3.49M +535,849 New
CCP
52
Clough Capital Partners
Massachusetts
$3.59M +$3.35M +515,600 New
Fidelity Investments
53
Fidelity Investments
Massachusetts
$3.26M +$2.12M +325,345 +227%
Barclays
54
Barclays
United Kingdom
$3.16M +$1.22M +187,522 +70%
NIMC
55
Nierenberg Investment Management Company
Washington
$2.85M
LDB
56
Lee, Danner & Bass
Tennessee
$2.83M -$195K -30,000 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
57
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.71M -$2.64M -405,200 -51%
CA
58
Continental Advisors
Utah
$2.67M
ICM
59
Invenomic Capital Management
Massachusetts
$2.66M -$350K -53,849 -12%
SAM
60
Storebrand Asset Management
Norway
$2.55M -$207K -31,864 -8%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$2.51M -$2.69M -413,011 -53%
Swiss National Bank
62
Swiss National Bank
Switzerland
$2.4M -$157K -24,200 -7%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$2.39M +$408K +62,739 +22%
Jane Street
64
Jane Street
New York
$2.25M +$1.51M +232,379 +254%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.24M -$153K -23,452 -7%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$2.23M -$177K -27,205 -8%
SEI Investments
67
SEI Investments
Pennsylvania
$2.1M -$382K -58,709 -16%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$2.1M -$7.43K -1,142 -0.4%
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.9M +$146K +22,500 +9%
Legal & General Group
70
Legal & General Group
United Kingdom
$1.53M +$6.81K +1,047 +0.5%
PP
71
Pingora Partners
Wyoming
$1.43M -$80.7K -12,400 -6%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$1.3M +$192K +29,588 +19%
MCP
73
Militia Capital Partners
Nevada
$1.27M +$1.02M +156,600 +612%
Citigroup
74
Citigroup
New York
$1.24M +$187K +28,736 +19%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$1.22M

BKD Hedge Fund Activity: Q2 2025 in Review

180 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q2 2025, worth a combined $1.61B — up 15% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BKD and 27 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 72 added.

The largest buyer was BlackRock, adding an estimated $60M. The largest seller was Rush Island Management, exiting entirely with an estimated $40.5M sold.

  • 180 institutional investors held Brookdale Senior Living (BKD) as of Q2 2025, down from 186 in Q1 2025.
  • Funds reported $1.61B of Brookdale Senior Living stock for Q2 2025, up 15% quarter-over-quarter.
  • 27 funds opened new Brookdale Senior Living positions in Q2 2025 and 31 closed out, a net change of -4 holders.
  • The largest Brookdale Senior Living buyer in Q2 2025 was BlackRock, an estimated $60M added.
  • The largest Brookdale Senior Living seller in Q2 2025 was Rush Island Management, an estimated $40.5M sold.

Based on aggregated 13F filings for Q2 2025.