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BrightSpring Health Services
BTSG

335 hedge funds and large institutions have $8.9B invested in BrightSpring Health Services in 2026 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 151 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $21.8M | Put options by funds: $6.72M

169% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 35

122% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 68

18% more funds holding

Funds holding: 285 → 335 (+50)

13% more capital invested

Capital invested by funds: $7.9B → $8.9B (+$999M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

8.79% less ownership

Funds ownership: 116.9% → 108.11% (-8.8%)

Holders
335
Holders Change
+50
Holders Change %
+17.54%
% of All Funds
4.12%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
94
Increased
151
Reduced
68
Closed
35
Calls
$21.8M
Puts
$6.72M
Net Calls
+$15.1M
Net Calls Change
-$2.97M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$118M
2
BlackRock
BlackRock
New York
+$105M
3
FCM
Farallon Capital Management
California
+$64.3M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$60.6M
5
Franklin Resources
Franklin Resources
California
+$49.3M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$810M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.5M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$39.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
5
Walleye Capital
Walleye Capital
New York
-$20.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
301
CVA Family Office
Colorado
$4.39K +$4.15K +103 New
WSFG
302
Wall Street Financial Group
Illinois
$4.26K +$4.03K +100 New
LFG
303
Larson Financial Group
Missouri
$4.22K +$3.46K +86 +662%
MCM
304
MAI Capital Management
Ohio
$3.92K +$3.71K +92 New
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$3.75K +$1.45K +36 +69%
WWM
306
Wolff Wiese Magana
California
$3.62K – – –
PA
307
Parallel Advisors
California
$3.07K +$2.9K +72 New
GFA
308
Godfrey Financial Associates
New York
$2.85K – – –
JWA
309
JFS Wealth Advisors
Pennsylvania
$2.85K +$363 +9 +16%
MAM
310
Marquette Asset Management
Minnesota
$2.73K +$2.58K +64 New
FFO
311
Fortitude Family Office
Arizona
$2.6K +$1.49K +37 +154%
II
312
IFM Investors
Australia
$2.47K +$2.34K +58 New
ZBNA
313
Zions Bancorporation, National Association
Utah
$2.47K +$2.34K +58 New
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$2.34K – – –
SC
315
SouthState Corp
Florida
$1.79K – – –
RCM
316
Richardson Capital Management
Wisconsin
$1.7K +$1.61K +40 New
EP
317
Essential Partners
California
$1.58K – – –
CMA
318
Cedar Mountain Advisors
Oregon
$1.06K – – –
CMBA
319
C.M. Bidwell & Associates
Hawaii
$1.06K – – –
GWM
320
Gilpin Wealth Management
Colorado
$1.02K +$604 +15 +167%
RWM
321
Rialto Wealth Management
New York
$938 +$524 +13 +144%
SIC
322
SJS Investment Consulting
Ohio
$853 +$363 +9 +82%
AW
323
Ankerstar Wealth
Texas
$682 – – –
RF
324
Rossby Financial
Florida
$588 +$564 +14 New
DPW
325
DiNuzzo Private Wealth
Pennsylvania
$554 -$40 -1 -7%
11 12
13
14 15

BTSG Hedge Fund Activity: Q1 2026 in Review

335 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services (BTSG) for Q1 2026, worth a combined $8.9B — up 13% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new BTSG positions and 35 closed out — a net gain of 59 holders — while 151 added to existing stakes and 68 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $118M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $810M.

  • 335 institutional investors held BrightSpring Health Services (BTSG) as of Q1 2026, up from 285 in Q4 2025.
  • Funds reported $8.9B of BrightSpring Health Services stock for Q1 2026, up 13% quarter-over-quarter.
  • 94 funds opened new BrightSpring Health Services positions in Q1 2026 and 35 closed out, a net change of +59 holders.
  • The largest BrightSpring Health Services buyer in Q1 2026 was Citadel Advisors, an estimated $118M added.
  • The largest BrightSpring Health Services seller in Q1 2026 was Kohlberg Kravis Roberts & Co, an estimated $810M sold.

Based on aggregated 13F filings for Q1 2026.