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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
Raymond James Financial
76
Raymond James Financial
Florida
$1.11M +$1.04M +159,525 New
Mirae Asset Global ETFs Holdings
77
Mirae Asset Global ETFs Holdings
Hong Kong
$1.08M +$111K +17,142 +12%
HAM
78
Hedges Asset Management
Nevada
$1.06M -$572K -88,000 -37%
Walleye Capital
79
Walleye Capital
New York
$1.05M +$848K +130,415 +627%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$991K -$575K -88,387 -38%
QOP
81
Quinn Opportunity Partners
Virginia
$989K +$924K +142,090 New
VRS
82
Virginia Retirement Systems
Virginia
$973K -$420K -64,500 -32%
IIM
83
INTECH Investment Management
Florida
$967K +$196K +30,150 +28%
MIM
84
MetLife Investment Management
New Jersey
$955K +$149K +22,924 +20%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$857K -$74.9K -11,513 -9%
NRD
86
Nebula Research & Development
New York
$842K +$184K +28,363 +31%
MC
87
Maverick Capital
Texas
$756K
AWA
88
Aaron Wealth Advisors
Illinois
$644K -$54.5K -8,386 -8%
SC
89
SummitTX Capital
Texas
$590K -$1.33M -204,843 -71%
Polen Capital Management
90
Polen Capital Management
Florida
$585K +$546K +84,013 New
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$568K +$86.3K +13,267 +19%
Stifel Financial
92
Stifel Financial
Missouri
$542K +$64.5K +9,916 +15%
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$525K
RWP
94
RWA Wealth Partners
Massachusetts
$522K +$488K +75,000 New
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$506K +$158K +24,300 +50%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$488K
Jennison Associates
97
Jennison Associates
New York
$481K +$450K +69,159 New
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$453K +$34.3K +5,272 +9%
OAM
99
Oxford Asset Management
United Kingdom
$447K +$98.4K +15,128 +31%
BAM
100
Bosun Asset Management
Illinois
$442K +$413K +63,554 New

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.