We are live on ! Find out more
BTSG icon

BrightSpring Health Services

285 hedge funds and large institutions have $7.9B invested in BrightSpring Health Services in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,646% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $683K

194% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 32

79% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 63

29% more capital invested

Capital invested by funds: $6.14B → $7.9B (+$1.76B)

25% more funds holding

Funds holding: 228285 (+57)

0.35% less ownership

Funds ownership: 117.25%116.9% (-0.35%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
285
Holders Change
+57
Holders Change %
+25%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
94
Increased
113
Reduced
63
Closed
32
Calls
$18.8M
Puts
$683K
Net Calls
+$18.1M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$2.32B -$508M -15,154,305 -20%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$849M -$78M -2,325,097 -9%
BlackRock
3
BlackRock
New York
$636M +$314M +9,372,929 +123%
Vanguard Group
4
Vanguard Group
Pennsylvania
$469M +$98.2M +2,928,953 +30%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$399M +$16M +478,436 +5%
Invesco
6
Invesco
Georgia
$397M +$41.9M +1,248,107 +13%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$229M +$36.6M +1,091,757 +22%
AllianceBernstein
8
AllianceBernstein
Tennessee
$165M -$24.8M -739,073 -14%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162M -$5.99M -178,504 -4%
State Street
10
State Street
Massachusetts
$151M +$67.4M +2,011,095 +99%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$117M +$34M +1,014,631 +48%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$115M +$10.6M +316,061 +12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$103M +$13M +386,186 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$92.8M +$9.34M +278,525 +13%
8KM
15
8 Knots Management
Texas
$78.2M +$11.9M +353,528 +20%
Brown Advisory
16
Brown Advisory
Maryland
$73M +$41.2M +1,229,113 +171%
Marshall Wace
17
Marshall Wace
United Kingdom
$63.2M +$14.1M +418,935 +33%
N
18
Nuveen
North Carolina
$61.5M -$2.45M -73,193 -4%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$50.7M +$302K +9,011 +0.7%
Charles Schwab
20
Charles Schwab
California
$50M +$7.97M +237,637 +22%
Goldman Sachs
21
Goldman Sachs
New York
$47.6M +$21.3M +635,601 +100%
AFCM
22
Alta Fox Capital Management
Texas
$46.3M +$26.1M +776,975 +169%
WP
23
Woodline Partners
California
$45.7M +$12.4M +370,410 +44%
B
24
Braidwell
Connecticut
$44.8M +$40.1M +1,195,786 New
Northern Trust
25
Northern Trust
Illinois
$38.9M +$6.78M +202,247 +24%

BTSG Hedge Fund Activity: Q4 2025 in Review

285 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services (BTSG) for Q4 2025, worth a combined $7.9B — up 29% from $6.14B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new BTSG positions and 32 closed out — a net gain of 62 holders — while 113 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $314M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $508M.

  • 285 institutional investors held BrightSpring Health Services (BTSG) as of Q4 2025, up from 228 in Q3 2025.
  • Funds reported $7.9B of BrightSpring Health Services stock for Q4 2025, up 29% quarter-over-quarter.
  • 94 funds opened new BrightSpring Health Services positions in Q4 2025 and 32 closed out, a net change of +62 holders.
  • The largest BrightSpring Health Services buyer in Q4 2025 was BlackRock, an estimated $314M added.
  • The largest BrightSpring Health Services seller in Q4 2025 was Kohlberg Kravis Roberts & Co, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2025.