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BrightSpring Health Services

228 hedge funds and large institutions have $6.14B invested in BrightSpring Health Services in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

35% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 65

28% more capital invested

Capital invested by funds: $4.79B → $6.14B (+$1.35B)

13% more funds holding

Funds holding: 201228 (+27)

1.68% more ownership

Funds ownership: 115.57%117.25% (+1.7%)

21% less call options, than puts

Call options by funds: $6.01M | Put options by funds: $7.58M

Holders
228
Holders Change
+27
Holders Change %
+13.43%
% of All Funds
2.99%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
64
Increased
88
Reduced
65
Closed
35
Calls
$6.01M
Puts
$7.58M
Net Calls
-$1.58M
Net Calls Change
+$6.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$2.28B -$23 -1 -0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$739M -$22.6M -971,085 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$301M +$164M +7,059,722 +226%
Vanguard Group
4
Vanguard Group
Pennsylvania
$284M +$13.4M +576,906 +6%
Invesco
5
Invesco
Georgia
$276M +$5.29M +227,717 +2%
BlackRock
6
BlackRock
New York
$225M +$26.5M +1,139,827 +18%
AllianceBernstein
7
AllianceBernstein
Tennessee
$152M -$6.99M -300,642 -6%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$149M +$3.22M +138,708 +3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$133M +$51.9M +2,232,679 +98%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$81.2M +$591K +25,425 +0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$69.8M +$10.6M +454,622 +24%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$65.2M -$8.73M -375,466 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$65M -$17.6M -759,279 -26%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$62M +$27M +1,160,500 +124%
State Street
15
State Street
Massachusetts
$59.8M +$9.57M +411,720 +26%
Alyeska Investment Group
16
Alyeska Investment Group
Illinois
$58.7M +$7.37M +316,965 +19%
8KM
17
8 Knots Management
Texas
$51.2M +$40.3M +1,733,548 New
N
18
Nuveen
North Carolina
$50.7M +$668K +28,722 +2%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$39.7M +$26.5M +1,138,965 +556%
Marshall Wace
20
Marshall Wace
United Kingdom
$37.5M +$21.7M +935,132 +281%
ITP
21
Iron Triangle Partners
Connecticut
$36.6M +$895K +38,520 +3%
SCPM
22
Sea Cliff Partners Management
California
$34.6M -$11.2M -481,171 -29%
IHAM
23
Integral Health Asset Management
New York
$34M -$2.32M -100,000 -8%
Charles Schwab
24
Charles Schwab
California
$32.4M +$8.57M +368,868 +51%
Bank of America
25
Bank of America
North Carolina
$30.9M +$906K +38,979 +4%

BTSG Hedge Fund Activity: Q3 2025 in Review

228 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services (BTSG) for Q3 2025, worth a combined $6.14B — up 28% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BTSG positions and 35 closed out — a net gain of 29 holders — while 88 added to existing stakes and 65 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $164M. The largest seller was Citadel Advisors, cutting an estimated $51.7M.

  • 228 institutional investors held BrightSpring Health Services (BTSG) as of Q3 2025, up from 201 in Q2 2025.
  • Funds reported $6.14B of BrightSpring Health Services stock for Q3 2025, up 28% quarter-over-quarter.
  • 64 funds opened new BrightSpring Health Services positions in Q3 2025 and 35 closed out, a net change of +29 holders.
  • The largest BrightSpring Health Services buyer in Q3 2025 was T. Rowe Price Associates, an estimated $164M added.
  • The largest BrightSpring Health Services seller in Q3 2025 was Citadel Advisors, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2025.