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BrightSpring Health Services

163 hedge funds and large institutions have $3.54B invested in BrightSpring Health Services in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

19% more funds holding

Funds holding: 137163 (+26)

6% more capital invested

Capital invested by funds: $3.35B → $3.54B (+$190M)

1.1% less ownership

Funds ownership: 113.09%111.98% (-1.1%)

14% less call options, than puts

Call options by funds: $904K | Put options by funds: $1.06M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
163
Holders Change
+26
Holders Change %
+18.98%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
45
Increased
60
Reduced
43
Closed
19
Calls
$904K
Puts
$1.06M
Net Calls
-$152K
Net Calls Change
-$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
176
Petrus Trust Company
Texas
-$181K -10,634 Closed
RS
177
R Squared
Hong Kong
-$73.9K -4,340 Closed
CAS
178
Coppell Advisory Solutions
Texas
-$20.9K -1,230 Closed
EC
179
Elequin Capital
New York
-$12.1K -710 Closed
VWM
180
Venturi Wealth Management
Texas
-$5.74K -337 Closed
QCG
181
Quadrant Capital Group
Ohio
-$3.29K -193 Closed
Osaic Holdings
182
Osaic Holdings
Arizona
-$187 -11 Closed

BTSG Hedge Fund Activity: Q1 2025 in Review

163 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services (BTSG) for Q1 2025, worth a combined $3.54B — up 5.7% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BTSG positions and 19 closed out — a net gain of 26 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $82.3M. The largest seller was Walgreens Boots Alliance, cutting an estimated $236M.

  • 163 institutional investors held BrightSpring Health Services (BTSG) as of Q1 2025, up from 137 in Q4 2024.
  • Funds reported $3.54B of BrightSpring Health Services stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 45 funds opened new BrightSpring Health Services positions in Q1 2025 and 19 closed out, a net change of +26 holders.
  • The largest BrightSpring Health Services buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $82.3M added.
  • The largest BrightSpring Health Services seller in Q1 2025 was Walgreens Boots Alliance, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2025.