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561 hedge funds and large institutions have $8.93B invested in DaVita in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 140 increasing their positions, 263 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% more ownership

Funds ownership: 93.28%94.1% (+0.82%)

5% less funds holding

Funds holding: 592561 (-31)

11% less capital invested

Capital invested by funds: $10B → $8.93B (-$1.1B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 96

47% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 263

52% less call options, than puts

Call options by funds: $87.1M | Put options by funds: $181M

Holders
561
Holders Change
-31
Holders Change %
-5.24%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
71
Increased
140
Reduced
263
Closed
96
Calls
$87.1M
Puts
$181M
Net Calls
-$93.9M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
476
Hemington Wealth Management
Virginia
$17K +$137 +1 +0.8%
CT
477
Coastline Trust
Rhode Island
$16.6K
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$15.9K -$1.37K -10 -8%
RFP
479
Root Financial Partners
California
$15.7K +$16.2K +118 New
JFGIW
480
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.3K +$1.1K +8 +7%
SIM
481
Sentry Investment Management
Wisconsin
$15K -$5.49K -40 -26%
EWP
482
Elevation Wealth Partners
California
$14.9K +$1.65K +12 +12%
MWPCG
483
Measured Wealth Private Client Group
New Hampshire
$14.7K +$15.2K +111 New
PWMG
484
Private Wealth Management Group
New Jersey
$14.6K
CAM
485
Costello Asset Management
Pennsylvania
$13.3K
GGI
486
Godsey & Gibb Inc
Virginia
$13.3K
ANBT
487
American National Bank & Trust
Texas
$13.3K +$13.7K +100 New
SFCL
488
Strengthening Families & Communities LLC
Massachusetts
$12.5K
CFO
489
CVA Family Office
Colorado
$12K -$1.65K -12 -12%
AGWCA
490
Annis Gardner Whiting Capital Advisors
Florida
$10.9K -$412 -3 -4%
PTC
491
Private Trust Company
Ohio
$10.1K -$1.24K -9 -11%
GRP
492
Global Retirement Partners
California
$9.96K -$1.92K -14 -16%
ATC
493
Adirondack Trust Company
New York
$9.96K
BONH
494
Bank of New Hampshire
New Hampshire
$9.96K
TWD
495
True Wealth Design
Ohio
$9.83K +$8.65K +63 +573%
SIC
496
Salem Investment Counselors
North Carolina
$9.57K
CCM
497
Chilton Capital Management
Texas
$8.77K +$9.06K +66 New
SGK
498
Steigerwald Gordon & Koch
Virginia
$8.77K +$9.06K +66 New
FRA
499
Front Row Advisors
California
$8.64K -$412 -3 -4%
PWA
500
Physician Wealth Advisors
Utah
$8.37K -$961 -7 -10%