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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
RIL
176
Rothschild Investment LLC
Illinois
$1.22K +$615 +115 +144%
Bessemer Group
177
Bessemer Group
New Jersey
$1K +$653 +122 New
GWSA
178
Global Wealth Strategies & Associates
Colorado
$889
GPFA
179
Game Plan Financial Advisors
Ohio
$732
MCM
180
MAI Capital Management
Ohio
$626
PFBT
181
Parkside Financial Bank & Trust
Missouri
$626 +$535 +100 New
AWM
182
AllSquare Wealth Management
New York
$595
EWA
183
EverSource Wealth Advisors
Alabama
$413 +$353 +66 New
SC
184
Stephens Consulting
Michigan
$407 +$348 +65 New
Amundi
185
Amundi
France
$263
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$138 +$118 +22 New
PCM
187
Penn Capital Management
Pennsylvania
-$8.9M -1,768,632 Closed
First Trust Advisors
188
First Trust Advisors
Illinois
-$2.69M -534,542 Closed
Franklin Resources
189
Franklin Resources
California
-$2.54M -504,655 Closed
BCM
190
Bridgeway Capital Management
Texas
-$1.24M -245,716 Closed
AI
191
Atria Investments
North Carolina
-$171K -34,009 Closed
GFA
192
Gallagher Fiduciary Advisors
Illinois
-$170K -33,864 Closed
EGM
193
Engineers Gate Manager
New York
-$151K -30,023 Closed
BC
194
Bridgefront Capital
Texas
-$145K -28,782 Closed
SPA
195
Sherbrooke Park Advisers
New York
-$79.9K -15,891 Closed
CM
196
Crestline Management
Texas
-$64K -12,729 Closed
Voloridge Investment Management
197
Voloridge Investment Management
Florida
-$60K -11,934 Closed
RS
198
R Squared
Hong Kong
-$33.4K -6,636 Closed
RCM
199
Raleigh Capital Management
North Carolina
-$5.03K -1,000 Closed
HCA
200
Harbor Capital Advisors
Illinois
-$4K -828 Closed

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.