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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
BlackRock
1
BlackRock
New York
$219M +$60M +9,217,451 +41%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M +$21.4M +3,296,728 +17%
FFL
3
Flat Footed LLC
Wyoming
$108M -$15.6M -2,404,505 -13%
DM
4
Deerfield Management
New York
$107M -$1.63M -250,000 -2%
AP
5
Antipodes Partners
Australia
$98.5M +$3.04M +467,273 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$64.9M +$5.93M +910,984 +11%
Renaissance Technologies
7
Renaissance Technologies
New York
$48.6M +$4.75M +730,418 +12%
CCM
8
Carronade Capital Management
Connecticut
$48M +$40.4M +6,215,477 +904%
MRCP
9
Maple Rock Capital Partners
Ontario, Canada
$45.8M +$42.8M +6,581,048 New
Bank of America
10
Bank of America
North Carolina
$45.3M +$1.55M +238,042 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$38.2M -$10.4M -1,598,165 -23%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$37.3M +$5.46M +838,862 +19%
EDRH
13
Edmond de Rothschild Holding
Switzerland
$36.6M -$9.95M -1,529,660 -23%
State Street
14
State Street
Massachusetts
$35.6M +$3.15M +484,837 +10%
Morgan Stanley
15
Morgan Stanley
New York
$28M +$5.11M +785,407 +24%
Deutsche Bank
16
Deutsche Bank
Germany
$25.4M -$2.16M -332,235 -8%
American Century Companies
17
American Century Companies
Missouri
$24M +$7.94M +1,220,068 +55%
Marshall Wace
18
Marshall Wace
United Kingdom
$23.7M +$1.82M +279,232 +9%
Charles Schwab
19
Charles Schwab
California
$23M +$1.76M +271,274 +9%
WCP
20
Waterfront Capital Partners
New York
$18M -$3.11M -478,779 -16%
UBS Group
21
UBS Group
Switzerland
$17.1M -$21M -3,235,911 -57%
Citadel Advisors
22
Citadel Advisors
Florida
$15.2M -$2.86M -439,138 -17%
CCM
23
Camber Capital Management
Massachusetts
$15M -$26.7M -4,100,000 -66%
Northern Trust
24
Northern Trust
Illinois
$14.9M +$902K +138,692 +7%
Victory Capital Management
25
Victory Capital Management
Texas
$14.9M -$2.34M -359,606 -14%

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.