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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
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$23.7K +$19.5K +3,000 +750%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$21.6K +$585 +90 +3%
WAM
153
Wolverine Asset Management
Illinois
$17.4K -$1.09M -168,294 -99%
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$13K +$12.2K +1,871 New
GI
155
GAMMA Investing
California
$11.2K +$3K +462 +40%
CA
156
CoreCap Advisors
Michigan
$10.3K
Optiver Holding
157
Optiver Holding
Netherlands
$10.2K +$2.75K +423 +40%
SCM
158
Sterling Capital Management
North Carolina
$8.8K +$4.05K +623 +97%
QL
159
Quarry LP
New York
$8.44K +$7.89K +1,213 New
IA
160
IFP Advisors
Florida
$7.78K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$7K +$2.83K +435 +68%
FFO
162
Fortitude Family Office
Arizona
$6.95K -$7 -1 -0.1%
CIAM
163
Caitong International Asset Management
Hong Kong
$3.75K +$813 +125 +30%
FFA
164
Farther Finance Advisors
California
$3.21K
RIL
165
Rothschild Investment LLC
Illinois
$3.2K +$1.72K +265 +136%
BIG
166
Brooklyn Investment Group
New York
$3.08K
EWA
167
EverSource Wealth Advisors
Alabama
$2.16K +$1.59K +244 +370%
GWSG
168
GPS Wealth Strategies Group
Colorado
$2.09K
AAP
169
Arax Advisory Partners
Colorado
$1.29K +$1.2K +185 New
Bessemer Group
170
Bessemer Group
New Jersey
$1K
GWSA
171
Global Wealth Strategies & Associates
Colorado
$988
GPFA
172
Game Plan Financial Advisors
Ohio
$814
MCM
173
MAI Capital Management
Ohio
$696
PFBT
174
Parkside Financial Bank & Trust
Missouri
$696
AWM
175
AllSquare Wealth Management
New York
$661

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.