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BrightSpring Health Services Unit

35 hedge funds and large institutions have $719M invested in BrightSpring Health Services Unit in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

9% more capital invested

Capital invested by funds: $659M → $719M (+$60M)

3% more funds holding

Funds holding: 3435 (+1)

10.95% less ownership

Funds ownership: 99.78%88.83% (-11%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 19

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
2
Increased
7
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAI
1
Aequim Alternative Investments
California
$130M
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$122M
BlackRock
3
BlackRock
New York
$64.1M +$163 +2 +0%
VOYA Investment Management
4
VOYA Investment Management
Georgia
$60.1M -$3.57M -43,705 -7%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$59M +$30.6M +374,999 +181%
WAM
6
Wolverine Asset Management
Illinois
$56.2M +$9.74M +119,322 +27%
Calamos Advisors
7
Calamos Advisors
Illinois
$30.4M -$21.8K -267 -0.1%
VanEck Associates
8
VanEck Associates
New York
$24.7M +$408K +4,999 +2%
Ameriprise
9
Ameriprise
Minnesota
$22.8M -$1.43M -17,500 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.2M -$4.08M -50,000 -20%
SC
11
Sculptor Capital
New York
$18M -$8.26M -101,209 -36%
Mirae Asset Global ETFs Holdings
12
Mirae Asset Global ETFs Holdings
Hong Kong
$15.8M -$617K -7,555 -5%
SIM
13
SSI Investment Management
California
$15.2M -$20K -245 -0.2%
WAM
14
Weiss Asset Management
Massachusetts
$11.2M -$16.3M -200,000 -64%
State Street
15
State Street
Massachusetts
$10.7M +$988K +12,096 +13%
HCM
16
Highbridge Capital Management
New York
$10.1M -$10.2M -125,016 -56%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$9.63M -$425K -5,200 -5%
BCM
18
BlueCrest Capital Management
Jersey
$6.92M -$13.8M -168,399 -71%
GF
19
Gabelli Funds
New York
$6.91M -$887K -10,860 -14%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$5.18M
JP Morgan Chase
21
JP Morgan Chase
New York
$4.12M -$256K -3,131 -7%
Morgan Stanley
22
Morgan Stanley
New York
$3.53M -$10.2M -125,339 -78%
Barclays
23
Barclays
United Kingdom
$3.32M
Invesco
24
Invesco
Georgia
$1.82M
ACM
25
Advent Capital Management
New York
$1.71M -$329K -4,030 -19%

BTSGU Hedge Fund Activity: Q3 2025 in Review

35 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services Unit (BTSGU) for Q3 2025, worth a combined $719M — up 9.1% from $659M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BTSGU positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 19 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $30.6M. The largest seller was CSS LLC, cutting an estimated $32.4M.

  • 35 institutional investors held BrightSpring Health Services Unit (BTSGU) as of Q3 2025, up from 34 in Q2 2025.
  • Funds reported $719M of BrightSpring Health Services Unit stock for Q3 2025, up 9.1% quarter-over-quarter.
  • 2 funds opened new BrightSpring Health Services Unit positions in Q3 2025 and 1 closed out, a net change of +1 holder.
  • The largest BrightSpring Health Services Unit buyer in Q3 2025 was D.E. Shaw & Co, an estimated $30.6M added.
  • The largest BrightSpring Health Services Unit seller in Q3 2025 was CSS LLC, an estimated $32.4M sold.

Based on aggregated 13F filings for Q3 2025.