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Brookdale Senior Living

238 hedge funds and large institutions have $2.59B invested in Brookdale Senior Living in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

31% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 65

29% more capital invested

Capital invested by funds: $2B → $2.59B (+$588M)

16% more funds holding

Funds holding: 205238 (+33)

0.61% more ownership

Funds ownership: 98.77%99.38% (+0.61%)

41% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $20.3M

Holders
238
Holders Change
+33
Holders Change %
+16.1%
% of All Funds
2.9%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
61
Increased
85
Reduced
65
Closed
22
Calls
$11.9M
Puts
$20.3M
Net Calls
-$8.39M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$836K -$10.9K -1,107 -1%
Acadian Asset Management
127
Acadian Asset Management
Massachusetts
$836K +$764K +77,692 New
RWP
128
RWA Wealth Partners
Massachusetts
$809K
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$784K
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$764K -$102K -10,408 -13%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$756K
Mackenzie Financial
132
Mackenzie Financial
Ontario, Canada
$686K +$27.6K +2,811 +5%
TC
133
TwinBeech Capital
New York
$685K +$624K +63,500 New
ASRS
134
Arizona State Retirement System
Arizona
$680K +$5.8K +590 +0.9%
PFSRSONJ
135
Police & Firemen's Retirement System of New Jersey
New Jersey
$679K -$6.4K -651 -1%
AIM
136
Aigen Investment Management
New York
$636K +$580K +58,962 New
BHCM
137
Brevan Howard Capital Management
Jersey
$631K +$458K +46,589 +391%
GAM
138
Gotham Asset Management
New York
$616K +$561K +57,075 New
Creative Planning
139
Creative Planning
Kansas
$614K +$154K +15,694 +38%
AQR Capital Management
140
AQR Capital Management
Connecticut
$601K +$122K +12,440 +29%
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
$580K +$4.81K +489 +0.9%
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$557K -$17.2K -1,752 -3%
JF
143
Jump Financial
Illinois
$520K +$474K +48,207 New
KK
144
KLP Kapitalforvaltning
Norway
$518K +$39.3K +4,000 +9%
QCM
145
Quantinno Capital Management
New York
$499K +$60K +6,100 +15%
OAM
146
Oxford Asset Management
United Kingdom
$494K -$200K -20,349 -31%
NS
147
NBC Securities
Alabama
$465K +$73K +7,421 +21%
SOW
148
State of Wyoming
Wyoming
$463K -$299K -30,404 -41%
ProShare Advisors
149
ProShare Advisors
Maryland
$459K +$32.1K +3,264 +8%
VOYA Investment Management
150
VOYA Investment Management
Georgia
$451K