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595 hedge funds and large institutions have $10.9B invested in DaVita in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 179 increasing their positions, 234 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 75

0% more funds holding

Funds holding: 595595 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.65% less ownership

Funds ownership: 89.7%89.05% (-0.65%)

1% less capital invested

Capital invested by funds: $11B → $10.9B (-$106M)

24% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 234

36% less call options, than puts

Call options by funds: $164M | Put options by funds: $258M

Holders
595
Holders Change
Holders Change %
0%
% of All Funds
7.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
84
Increased
179
Reduced
234
Closed
75
Calls
$164M
Puts
$258M
Net Calls
-$93.7M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
376
Heartland Bank & Trust
Illinois
$353K +$362K +2,305 New
CW
377
CreativeOne Wealth
Kansas
$351K -$226K -1,436 -39%
SAM
378
Securian Asset Management
Minnesota
$344K
EI
379
Ethic Inc
New York
$343K -$328K -2,087 -48%
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$339K +$23.3K +148 +7%
MSRPS
381
Maryland State Retirement & Pension System
Maryland
$337K -$49.3K -314 -12%
Axa
382
Axa
France
$336K -$28.6K -182 -8%
PP
383
Prudential plc
United Kingdom
$333K -$856K -5,449 -71%
EFM
384
E Fund Management
China
$329K -$6.91K -44 -2%
DAS
385
Dynamic Advisor Solutions
Arizona
$328K +$4.24K +27 +1%
WPC
386
Wedmont Private Capital
Pennsylvania
$326K +$49.8K +317 +18%
LSA
387
Leonteq Securities AG
Switzerland
$324K +$214K +1,362 +180%
FIM
388
Freedom Investment Management
Connecticut
$321K +$48.5K +309 +17%
NMERB
389
New Mexico Educational Retirement Board
New Mexico
$319K -$15.7K -100 -5%
EF
390
Empirical Finance
Pennsylvania
$319K +$18.5K +118 +6%
SGAM
391
Smith Group Asset Management
Texas
$317K -$676K -4,300 -68%
MPM
392
MBB Public Markets
Illinois
$317K +$325K +2,070 New
KW
393
KWB Wealth
California
$316K +$6.76K +43 +2%
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
$314K -$15.4K -98 -5%
PTC
395
Petrus Trust Company
Texas
$313K +$36.1K +230 +13%
QCG
396
Quadrant Capital Group
Ohio
$312K +$243K +1,544 +311%
VCP
397
Verus Capital Partners
Arizona
$311K +$87.2K +555 +38%
SRL
398
Scientech Research LLC
New Jersey
$310K +$319K +2,028 New
TIAA Trust, National Association
399
TIAA Trust, National Association
North Carolina
$309K -$712K -4,532 -69%
TSMHT
400
Thurston Springer Miller Herd & Titak
Indiana
$308K +$60.5K +385 +24%

DVA Hedge Fund Activity: Q1 2025 in Review

595 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q1 2025, worth a combined $10.9B — down 0.97% from $11B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new DVA positions and 75 closed out — a net gain of 9 holders — while 179 added to existing stakes and 234 trimmed.

The largest buyer was Freestone Grove Partners, opening a new position worth an estimated $30.6M. The largest seller was Berkshire Hathaway, cutting an estimated $150M.

  • 595 institutional investors held DaVita (DVA) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $10.9B of DaVita stock for Q1 2025, down 0.97% quarter-over-quarter.
  • 84 funds opened new DaVita positions in Q1 2025 and 75 closed out, a net change of +9 holders.
  • The largest DaVita buyer in Q1 2025 was Freestone Grove Partners, an estimated $30.6M added.
  • The largest DaVita seller in Q1 2025 was Berkshire Hathaway, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2025.