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BrightSpring Health Services

201 hedge funds and large institutions have $4.79B invested in BrightSpring Health Services in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 89 increasing their positions, 33 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 33

144% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 27

35% more capital invested

Capital invested by funds: $3.54B → $4.79B (+$1.25B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more funds holding

Funds holding: 163201 (+38)

3.59% more ownership

Funds ownership: 111.98%115.57% (+3.6%)

75% less call options, than puts

Call options by funds: $2.54M | Put options by funds: $10.2M

Holders
201
Holders Change
+38
Holders Change %
+23.31%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
66
Increased
89
Reduced
33
Closed
27
Calls
$2.54M
Puts
$10.2M
Net Calls
-$7.68M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
176
Larson Financial Group
Missouri
$19.4K +$17.2K +824 New
Jones Financial Companies
177
Jones Financial Companies
Missouri
$19.4K
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$18K +$4.51K +216 +39%
BNP Paribas Asset Management
179
BNP Paribas Asset Management
France
$17K +$14.8K +710 New
JSAM
180
J. Safra Asset Management
New York
$16.3K +$9.28K +445 +181%
MTC
181
Matrix Trust Company
Colorado
$16K -$104 -5 -0.7%
Russell Investments Group
182
Russell Investments Group
United Kingdom
$12.5K +$10.2K +491 +1,228%
Optiver Holding
183
Optiver Holding
Netherlands
$12.5K +$4.92K +236 +81%
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.65K +$3.75K +180 +79%
CA
185
Clearstead Advisors
Ohio
$8.4K
HNB
186
Huntington National Bank
Ohio
$5.14K
RIL
187
Rothschild Investment LLC
Illinois
$4.01K +$1.36K +65 +62%
Osaic Holdings
188
Osaic Holdings
Arizona
$3.28K +$2.9K +139 New
PWMG
189
Private Wealth Management Group
New Jersey
$2.64K
WWM
190
Wolff Wiese Magana
California
$2.01K
SS
191
SBI Securities
Japan
$1.06K +$542 +26 +137%
SO
192
Sierra Ocean
California
$1.04K +$918 +44 New
SC
193
SouthState Corp
Florida
$991
GRP
194
Global Retirement Partners
California
$826 +$730 +35 New
PFBT
195
Parkside Financial Bank & Trust
Missouri
$708
CMBA
196
C.M. Bidwell & Associates
Hawaii
$495 +$438 +21 New
KG
197
Kilter Group
New York
$449 +$396 +19 New
S
198
SignatureFD
Georgia
$330
FFA
199
Farther Finance Advisors
California
$142 +$125 +6 New
AF
200
Allworth Financial
California
$71 +$63 +3 New

BTSG Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services (BTSG) for Q2 2025, worth a combined $4.79B — up 35% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BTSG positions and 27 closed out — a net gain of 39 holders — while 89 added to existing stakes and 33 trimmed.

The largest buyer was Invesco, adding an estimated $61.5M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $331M.

  • 201 institutional investors held BrightSpring Health Services (BTSG) as of Q2 2025, up from 163 in Q1 2025.
  • Funds reported $4.79B of BrightSpring Health Services stock for Q2 2025, up 35% quarter-over-quarter.
  • 66 funds opened new BrightSpring Health Services positions in Q2 2025 and 27 closed out, a net change of +39 holders.
  • The largest BrightSpring Health Services buyer in Q2 2025 was Invesco, an estimated $61.5M added.
  • The largest BrightSpring Health Services seller in Q2 2025 was Kohlberg Kravis Roberts & Co, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2025.