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BrightSpring Health Services

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: 285335 (+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: 66 (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
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$1.78B -$810M -20,117,773 -32%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$894M -$68.5M -1,700,926 -7%
BlackRock
3
BlackRock
New York
$835M +$105M +2,615,897 +15%
Invesco
4
Invesco
Georgia
$489M +$35.7M +886,924 +8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$455M +$460K +11,425 +0.1%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$342M +$324M +8,032,770 New
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$325M +$60.6M +1,505,286 +25%
VCM
8
Vanguard Capital Management
Pennsylvania
$268M +$254M +6,295,746 New
State Street
9
State Street
Massachusetts
$210M +$36.3M +900,792 +22%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$181M -$2.88M -71,493 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$152M +$33M +818,942 +30%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$139M +$7.54M +187,133 +6%
AllianceBernstein
13
AllianceBernstein
Tennessee
$133M -$34.6M -859,936 -19%
Citadel Advisors
14
Citadel Advisors
Florida
$132M +$118M +2,940,026 +1,988%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$123M -$8.81M -218,801 -7%
Marshall Wace
16
Marshall Wace
United Kingdom
$113M +$39M +967,143 +57%
Brown Advisory
17
Brown Advisory
Maryland
$92.3M +$8.75M +217,323 +11%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$86.8M +$27.6M +685,336 +51%
FCM
19
Farallon Capital Management
California
$68.9M +$64.3M +1,595,000 +7,250%
Charles Schwab
20
Charles Schwab
California
$67.6M +$10.2M +252,952 +19%
Goldman Sachs
21
Goldman Sachs
New York
$66.6M +$11.7M +290,424 +23%
Bank of America
22
Bank of America
North Carolina
$65.4M +$20.3M +502,786 +49%
N
23
Nuveen
North Carolina
$65M -$4.71M -116,977 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$63.9M -$39.4M -978,525 -39%
AFCM
25
Alta Fox Capital Management
Texas
$60.7M +$7.49M +185,900 +15%

BTSG Hedge Fund Activity: Q1 2026 in Review

335 of the 8,125 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.