528 hedge funds and large institutions have $7.54B invested in DaVita in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 180 increasing their positions, 202 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

15% less capital invested

Capital invested by funds: $8.91B → $7.54B (-$1.37B)

21% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 99

27% less call options, than puts

Call options by funds: $92M | Put options by funds: $126M

Holders
528
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$92M
Puts
$126M
Net Calls
Net Calls Change

Top Sellers

1 -$79M
2 -$48.8M
3 -$48.2M
4
Amundi
Amundi
France
-$34.6M
5
AAF
Andra AP-fonden
Sweden
-$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
451
True Wealth Design
Ohio
$14K
AGWCA
452
Annis Gardner Whiting Capital Advisors
Florida
$13.6K
SIM
453
Sentry Investment Management
Wisconsin
$13K
PWMG
454
Private Wealth Management Group
New Jersey
$12.5K
UB
455
UMB Bank
Missouri
$11.7K
GGI
456
Godsey & Gibb Inc
Virginia
$11.4K
CAM
457
Costello Asset Management
Pennsylvania
$11.4K
TSMHT
458
Thurston Springer Miller Herd & Titak
Indiana
$11.4K
MWPCG
459
Measured Wealth Private Client Group
New Hampshire
$11.1K
TCM
460
Triumph Capital Management
Colorado
$10.9K
SFCL
461
Strengthening Families & Communities LLC
Massachusetts
$10.7K
CFO
462
CVA Family Office
Colorado
$10.2K
RFP
463
Root Financial Partners
California
$9.32K
PTC
464
Private Trust Company
Ohio
$8.63K
BONH
465
Bank of New Hampshire
New Hampshire
$8.52K
ATC
466
Adirondack Trust Company
New York
$8.52K
OP
467
ORG Partners
Indiana
$8.52K
CCM
468
Chilton Capital Management
Texas
$7.5K
SGK
469
Steigerwald Gordon & Koch
Virginia
$7.5K
FRA
470
Front Row Advisors
California
$7.38K
JWA
471
JFS Wealth Advisors
Pennsylvania
$6.7K
BBHC
472
Brown Brothers Harriman & Co
New York
$6.7K
SS
473
Sunbelt Securities
Texas
$6.59K
CFM
474
Cornerstone Financial Management
Massachusetts
$6.48K
APW
475
Aventura Private Wealth
Florida
$6.25K