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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
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$236K -$58K -369 -19%
CAM
427
Cozad Asset Management
Illinois
$235K
GI
428
GAMMA Investing
California
$235K -$8.17K -52 -3%
CA
429
Clearstead Advisors
Ohio
$235K
BFIM
430
Beese Fulmer Investment Management
Ohio
$234K -$21.2K -135 -8%
BPA
431
Beacon Pointe Advisors
California
$232K +$3.46K +22 +1%
DWM
432
Dopkins Wealth Management
New York
$229K
PAA
433
Peregrine Asset Advisers
Oregon
$229K
Two Sigma Advisers
434
Two Sigma Advisers
New York
$229K +$236K +1,500 New
BMC
435
Beaton Management Company
Massachusetts
$229K +$236K +1,500 New
AAS
436
Avantax Advisory Services
Texas
$227K +$233K +1,484 New
PP
437
Paloma Partners
Connecticut
$224K +$230K +1,467 New
MYLI
438
Meiji Yasuda Life Insurance
Japan
$224K -$46.5K -296 -17%
CIA
439
Concurrent Investment Advisors
Florida
$223K +$229K +1,459 New
SA
440
Strategic Advocates
Utah
$221K +$1.26K +8 +0.6%
SW
441
SVB Wealth
Massachusetts
$221K +$227K +1,444 New
EDRH
442
Edmond de Rothschild Holding
Switzerland
$219K -$146K -932 -39%
FCG
443
Fielder Capital Group
Tennessee
$217K -$6.6K -42 -3%
SRC
444
Sage Rhino Capital
California
$217K
DMBA
445
Deseret Mutual Benefit Administrators
Utah
$216K -$38.6K -246 -15%
BAM
446
Blueshift Asset Management
New Jersey
$216K +$222K +1,413 New
HI
447
Humankind Investments
New York
$216K +$222K +1,412 New
HIS
448
Harvest Investment Services
Illinois
$215K -$1.73K -11 -0.8%
NMIMC
449
Northwestern Mutual Investment Management Company
Wisconsin
$214K -$5.03K -32 -2%
AssetMark Inc
450
AssetMark Inc
California
$213K -$2.83K -18 -1%

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.