We are live on ! Find out more

531 hedge funds and large institutions have $7.55B invested in DaVita in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 180 increasing their positions, 203 reducing their positions, and 100 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: $8.93B → $7.55B (-$1.37B)

21% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 100

27% less call options, than puts

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

Holders
531
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
WIM
451
Westside Investment Management
California
$15.3K
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$14.4K
CT
453
Coastline Trust
Rhode Island
$14.2K
TWD
454
True Wealth Design
Ohio
$14K
AGWCA
455
Annis Gardner Whiting Capital Advisors
Florida
$13.6K
SIM
456
Sentry Investment Management
Wisconsin
$13K
PWMG
457
Private Wealth Management Group
New Jersey
$12.5K
UB
458
UMB Bank
Missouri
$11.7K
CAM
459
Costello Asset Management
Pennsylvania
$11.4K
GGI
460
Godsey & Gibb Inc
Virginia
$11.4K
TSMHT
461
Thurston Springer Miller Herd & Titak
Indiana
$11.4K
MWPCG
462
Measured Wealth Private Client Group
New Hampshire
$11.1K
TCM
463
Triumph Capital Management
Colorado
$10.9K
SFCL
464
Strengthening Families & Communities LLC
Massachusetts
$10.7K
CFO
465
CVA Family Office
Colorado
$10.2K
RFP
466
Root Financial Partners
California
$9.32K
PTC
467
Private Trust Company
Ohio
$8.63K
BONH
468
Bank of New Hampshire
New Hampshire
$8.52K
ATC
469
Adirondack Trust Company
New York
$8.52K
OP
470
ORG Partners
Indiana
$8.52K
CCM
471
Chilton Capital Management
Texas
$7.5K
SGK
472
Steigerwald Gordon & Koch
Virginia
$7.5K
FRA
473
Front Row Advisors
California
$7.38K
JWA
474
JFS Wealth Advisors
Pennsylvania
$6.7K
BBHC
475
Brown Brothers Harriman & Co
New York
$6.7K