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Brookdale Senior Living

186 hedge funds and large institutions have $1.4B invested in Brookdale Senior Living in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

24% more capital invested

Capital invested by funds: $1.12B → $1.4B (+$273M)

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

7% more funds holding

Funds holding: 174186 (+12)

6.13% more ownership

Funds ownership: 105.44%111.57% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

75% less call options, than puts

Call options by funds: $397K | Put options by funds: $1.62M

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
67
Reduced
56
Closed
20
Calls
$397K
Puts
$1.62M
Net Calls
-$1.22M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
151
Lazard Asset Management
New York
$55K -$5.25K -981 -10%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$48.2K -$606K -113,336 -94%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$46.7K +$39.9K +7,466 New
AB
154
Amalgamated Bank
New York
$41K +$1.02K +191 +3%
TRCT
155
Tower Research Capital (TRC)
New York
$36.2K -$3.06K -572 -9%
C
156
Covestor
United Kingdom
$33K -$1.86K -348 -6%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$32K +$3.37K +629 +14%
Nomura Asset Management
158
Nomura Asset Management
Japan
$28.8K
ACM
159
Aster Capital Management
United Arab Emirates
$21K +$8.4K +1,571 +74%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$18.9K +$2.31K +432 +17%
CCM
161
Coldstream Capital Management
Washington
$15.6K +$13.3K +2,492 New
CA
162
CoreCap Advisors
Michigan
$9.28K
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$7.4K +$6.32K +1,182 New
GI
164
GAMMA Investing
California
$7.18K +$4.31K +805 +235%
Optiver Holding
165
Optiver Holding
Netherlands
$6.57K +$4.45K +831 +381%
FFO
166
Fortitude Family Office
Arizona
$6.25K
SCM
167
Sterling Capital Management
North Carolina
$4.01K -$2.45K -458 -42%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.24K +231 +56%
QCG
169
Quadrant Capital Group
Ohio
$3.92K
FFA
170
Farther Finance Advisors
California
$2.82K
BIG
171
Brooklyn Investment Group
New York
$2.77K +$96 +18 +4%
CIAM
172
Caitong International Asset Management
Hong Kong
$2.59K +$2.21K +414 New
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$2.5K -$535 -100 -20%
LC
174
Lindbrook Capital
California
$2.15K
GWSG
175
GPS Wealth Strategies Group
Colorado
$1.88K +$1.6K +300 New

BKD Hedge Fund Activity: Q1 2025 in Review

186 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2025, worth a combined $1.4B — up 24% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BKD positions and 20 closed out — a net gain of 13 holders — while 67 added to existing stakes and 56 trimmed.

The largest buyer was Flat Footed LLC, adding an estimated $34.8M. The largest seller was Camber Capital Management, cutting an estimated $41.1M.

  • 186 institutional investors held Brookdale Senior Living (BKD) as of Q1 2025, up from 174 in Q4 2024.
  • Funds reported $1.4B of Brookdale Senior Living stock for Q1 2025, up 24% quarter-over-quarter.
  • 33 funds opened new Brookdale Senior Living positions in Q1 2025 and 20 closed out, a net change of +13 holders.
  • The largest Brookdale Senior Living buyer in Q1 2025 was Flat Footed LLC, an estimated $34.8M added.
  • The largest Brookdale Senior Living seller in Q1 2025 was Camber Capital Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2025.