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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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$438K +$68.3K +10,503 +20%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$421K -$74.4K -11,437 -16%
Verition Fund Management
103
Verition Fund Management
Connecticut
$416K -$771K -118,517 -66%
EGM
104
Engineers Gate Manager
New York
$411K +$384K +59,086 New
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$367K -$15.7M -2,421,219 -98%
ASRS
106
Arizona State Retirement System
Arizona
$366K -$11.1K -1,706 -3%
PFSRSONJ
107
Police & Firemen's Retirement System of New Jersey
New Jersey
$366K +$63.9K +9,827 +23%
SOW
108
State of Wyoming
Wyoming
$366K -$90.3K -13,877 -21%
SAM
109
Shell Asset Management
Netherlands
$364K -$60.9K -9,361 -15%
VCM
110
Voleon Capital Management
California
$363K +$339K +52,164 New
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$359K
ProShare Advisors
112
ProShare Advisors
Maryland
$328K +$36.7K +5,643 +14%
WG
113
Winton Group
United Kingdom
$311K +$291K +44,689 New
QC
114
Quadrature Capital
United Kingdom
$247K +$230K +35,385 New
KK
115
KLP Kapitalforvaltning
Norway
$244K +$15K +2,300 +7%
Pictet Asset Management
116
Pictet Asset Management
Switzerland
$241K -$6.58K -1,011 -3%
LPL Financial
117
LPL Financial
California
$235K +$11.4K +1,747 +5%
AQR Capital Management
118
AQR Capital Management
Connecticut
$223K +$42.4K +6,520 +26%
Creative Planning
119
Creative Planning
Kansas
$209K +$3.26K +501 +2%
Prudential Financial
120
Prudential Financial
New Jersey
$203K +$91.3K +14,042 +93%
CWM
121
CIBC World Markets
New York
$197K -$92.3K -14,184 -33%
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$191K -$1.55K -239 -0.9%
CC
123
Centiva Capital
New York
$188K +$176K +27,013 New
I
124
InceptionR
California
$176K +$75.2K +11,560 +84%
AF
125
Allworth Financial
California
$175K +$164K +25,213 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.