Brookdale Senior Living
205 hedge funds and large institutions have $2B invested in Brookdale Senior Living in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 16 closing their positions.
169% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 16
27% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 60
24% more capital invested
Capital invested by funds: $1.61B → $2B (+$389M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
14% more funds holding
Funds holding: 180 → 205 (+25)
0.04% more ownership
Funds ownership: 98.73% → 98.77% (+0.04%)
31% less call options, than puts
Call options by funds: $11.7M | Put options by funds: $17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.9M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$19.2M |
| 3 |
MCM
Mason Capital Management
New York
|
+$18.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.4M |
| 5 |
BlackRock
New York
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28.9M |
| 2 |
DM
Deerfield Management
New York
|
-$28.4M |
| 3 |
FFL
Flat Footed LLC
Wilson,
Wyoming
|
-$21.3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$17.5M |
| 5 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
-$15.7M |
BKD Hedge Fund Activity: Q3 2025 in Review
205 of the 7,639 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q3 2025, worth a combined $2B — up 24% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BKD positions and 16 closed out — a net gain of 27 holders — while 76 added to existing stakes and 60 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.9M. The largest seller was Bank of America, cutting an estimated $28.9M.
- 205 institutional investors held Brookdale Senior Living (BKD) as of Q3 2025, up from 180 in Q2 2025.
- Funds reported $2B of Brookdale Senior Living stock for Q3 2025, up 24% quarter-over-quarter.
- 43 funds opened new Brookdale Senior Living positions in Q3 2025 and 16 closed out, a net change of +27 holders.
- The largest Brookdale Senior Living buyer in Q3 2025 was Morgan Stanley, an estimated $31.9M added.
- The largest Brookdale Senior Living seller in Q3 2025 was Bank of America, an estimated $28.9M sold.
Based on aggregated 13F filings for Q3 2025.