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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
CAM
451
Claret Asset Management
Quebec, Canada
$213K -$219K -1,392 Closed
NSIM
452
North Star Investment Management
Illinois
$213K
FFM
453
Forum Financial Management
Illinois
$207K +$1.1K +7 +0.5%
SAM
454
Secure Asset Management
Michigan
$207K -$5.34K -34 -2%
OIA
455
OneDigital Investment Advisors
Kansas
$200K +$206K +1,310 New
TWC
456
TD Waterhouse Canada
Ontario, Canada
$191K +$43.5K +277 +28%
MG
457
Mather Group
Illinois
$184K +$12.4K +79 +7%
GFM
458
GF Fund Management
China
$176K
BIG
459
Brooklyn Investment Group
New York
$166K +$1.41K +9 +0.8%
FFA
460
Farther Finance Advisors
California
$163K +$112K +713 +200%
IA
461
IFP Advisors
Florida
$150K -$7.07K -45 -4%
ETC
462
Exchange Traded Concepts
Oklahoma
$148K +$12.4K +79 +9%
Federated Hermes
463
Federated Hermes
Pennsylvania
$138K -$23M -146,428 -99%
HNB
464
Huntington National Bank
Ohio
$136K -$2.51K -16 -2%
CI Investments Inc
465
CI Investments Inc
Ontario, Canada
$131K -$75.4K -480 -36%
CFD
466
Creative Financial Designs
Indiana
$121K -$43.2K -275 -26%
MSA
467
MUFG Securities Americas
New York
$119K +$17.8K +113 +17%
CIAM
468
Caitong International Asset Management
Hong Kong
$112K +$115K +732 New
SAM
469
Smartleaf Asset Management
Massachusetts
$107K +$157 +1 +0.1%
SSB
470
Sandy Spring Bank
Maryland
$105K
LS
471
Livforsakringsbolaget Skandia
Sweden
$102K
ECM
472
Estabrook Capital Management
New York
$99.4K
HI
473
Horizon Investments
North Carolina
$96.5K +$314 +2 +0.3%
TC
474
Tacita Capital
Ontario, Canada
$91.8K -$102K -650 -52%
BTI
475
Blue Trust Inc
Georgia
$86.7K +$53.6K +341 +151%

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.