BrightSpring Health Services Unit
BTSGU
34 hedge funds and large institutions have $659M invested in BrightSpring Health Services Unit in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
26% more capital invested
Capital invested by funds: $523M → $659M (+$136M)
3% more funds holding
Funds holding: 33 → 34 (+1)
0.2% more ownership
Funds ownership: 99.58% → 99.78% (+0.2%)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$89.3M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
+$29.6M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$24.3M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$15.5M |
| 5 |
AAI
Aequim Alternative Investments
Mill Valley,
California
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$85.2M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$37.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$19.2M |
| 4 |
HCM
Highbridge Capital Management
New York
|
-$16.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$9.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $2.71M | +$58.9K | +797 | +2% |
|
|
27
Bank of America
Charlotte,
North Carolina
| $2.32M | -$19.2M | -259,343 | -90% |
|
|
ACM
28
Advent Capital Management
New York
| $1.72M | -$5.79M | -78,298 | -79% |
|
29
Invesco
Atlanta,
Georgia
| $1.49M | – | – | – |
|
30
Jane Street
New York
| $870K | +$779K | +10,541 | New |
|
|
GI
31
GAMCO Investors
Greenwich,
Connecticut
| $495K | – | – | – |
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $406K | +$67.8K | +918 | +23% |
|
|
CPBTD
33
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $382K | – | – | – |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | – | – | – |
|
35
UBS Group
Zurich,
Switzerland
| $1.65K | +$1.48K | +20 | New |
|
36
Goldman Sachs
New York
| – | -$3.58M | -55,000 | Closed |
|
|
LA
37
Linden Advisors
New York
| – | -$2.31M | -35,000 | Closed |
|
38
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$104K | -1,600 | Closed |
|
BTSGU Hedge Fund Activity: Q2 2025 in Review
34 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services Unit (BTSGU) for Q2 2025, worth a combined $659M — up 26% from $523M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BTSGU positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $89.3M. The largest seller was D.E. Shaw & Co, cutting an estimated $85.2M.
- 34 institutional investors held BrightSpring Health Services Unit (BTSGU) as of Q2 2025, up from 33 in Q1 2025.
- Funds reported $659M of BrightSpring Health Services Unit stock for Q2 2025, up 26% quarter-over-quarter.
- 4 funds opened new BrightSpring Health Services Unit positions in Q2 2025 and 3 closed out, a net change of +1 holder.
- The largest BrightSpring Health Services Unit buyer in Q2 2025 was Bank of Montreal, an estimated $89.3M added.
- The largest BrightSpring Health Services Unit seller in Q2 2025 was D.E. Shaw & Co, an estimated $85.2M sold.
Based on aggregated 13F filings for Q2 2025.