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Brookdale Senior Living

238 hedge funds and large institutions have $2.59B invested in Brookdale Senior Living in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

31% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 65

29% more capital invested

Capital invested by funds: $2B → $2.59B (+$588M)

16% more funds holding

Funds holding: 205238 (+33)

0.61% more ownership

Funds ownership: 98.77%99.38% (+0.61%)

41% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $20.3M

Holders
238
Holders Change
+33
Holders Change %
+16.1%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
61
Increased
85
Reduced
65
Closed
22
Calls
$11.9M
Puts
$20.3M
Net Calls
-$8.39M
Net Calls Change
-$3.08M

BKD Hedge Fund Activity: Q4 2025 in Review

238 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2025, worth a combined $2.59B — up 29% from $2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BKD positions and 22 closed out — a net gain of 39 holders — while 85 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40M. The largest seller was Flat Footed LLC, cutting an estimated $41.4M.

  • 238 institutional investors held Brookdale Senior Living (BKD) as of Q4 2025, up from 205 in Q3 2025.
  • Funds reported $2.59B of Brookdale Senior Living stock for Q4 2025, up 29% quarter-over-quarter.
  • 61 funds opened new Brookdale Senior Living positions in Q4 2025 and 22 closed out, a net change of +39 holders.
  • The largest Brookdale Senior Living buyer in Q4 2025 was Fidelity Investments, an estimated $40M added.
  • The largest Brookdale Senior Living seller in Q4 2025 was Flat Footed LLC, an estimated $41.4M sold.

Based on aggregated 13F filings for Q4 2025.