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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
TRCT
126
Tower Research Capital (TRC)
New York
$172K +$123K +18,979 +328%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$170K
OF
128
Optimize Financial
California
$168K -$1.12K -172 -0.7%
AIP
129
Ameritas Investment Partners
Nebraska
$163K +$30.9K +4,751 +25%
QCM
130
Quantinno Capital Management
New York
$162K +$41.5K +6,388 +38%
BC
131
Bridgefront Capital
Texas
$160K +$150K +23,004 New
Osaic Holdings
132
Osaic Holdings
Arizona
$140K +$8.66K +1,331 +7%
IIM
133
Illumine Investment Management
Washington
$139K
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$136K -$2.43K -374 -2%
RS
135
R Squared
Hong Kong
$126K +$118K +18,154 New
X
136
Xponance
Pennsylvania
$123K +$21.7K +3,343 +23%
Principal Financial Group
137
Principal Financial Group
Iowa
$114K -$963K -148,025 -90%
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$111K +$26.9K +4,139 +35%
Canada Life
139
Canada Life
Manitoba, Canada
$109K
Simplex Trading
140
Simplex Trading
Illinois
$100K -$51.5K -7,920 -35%
NS
141
NBC Securities
Alabama
$95K +$89.6K +13,779 New
Squarepoint
142
Squarepoint
New York
$93.3K -$236K -36,251 -73%
Lazard Asset Management
143
Lazard Asset Management
New York
$87K +$23.7K +3,644 +41%
Corient Private Wealth
144
Corient Private Wealth
Florida
$74.8K -$7.75K -1,191 -10%
Russell Investments Group
145
Russell Investments Group
United Kingdom
$57.4K +$3.52K +542 +7%
AB
146
Amalgamated Bank
New York
$46K
C
147
Covestor
United Kingdom
$43K +$5.61K +863 +16%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.3K +$676 +104 +2%
Nomura Asset Management
149
Nomura Asset Management
Japan
$32K
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$29.1K -$21.4K -3,285 -44%

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.