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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
RMC
501
Resources Management Corp
Connecticut
$46K
PS
502
Principal Securities
Iowa
$44.7K
AAP
503
Arax Advisory Partners
Colorado
$36.6K +$33K +210 +724%
YDMI
504
Y.D. More Investments
Israel
$35.5K +$36.5K +232 New
CWM
505
Copia Wealth Management
Oregon
$30.9K
National Pension Service
506
National Pension Service
South Korea
$30.1K +$13.2K +84 +74%
UB
507
UMB Bank
Missouri
$29.4K +$11.9K +76 +66%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$28.3K +$4.87K +31 +20%
OWP
509
ORG Wealth Partners
Texas
$26.1K -$52K -331 -66%
HFS
510
Hantz Financial Services
Michigan
$24K +$24.5K +156 New
SIM
511
Sentry Investment Management
Wisconsin
$23K -$5.97K -38 -20%
TIM
512
Tortoise Investment Management
New York
$22.9K +$7.86K +50 +50%
FFO
513
Fortitude Family Office
Arizona
$19.6K
HWM
514
Hemington Wealth Management
Virginia
$18K +$1.57K +10 +9%
AF
515
Allworth Financial
California
$17.3K -$471 -3 -2%
PWMG
516
Private Wealth Management Group
New Jersey
$16.8K
SWM
517
Spire Wealth Management
Virginia
$16.7K
JFGIW
518
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.4K
M
519
MOTCO
Texas
$16.1K +$16.5K +105 New
EWP
520
Elevation Wealth Partners
California
$15.3K
GGI
521
Godsey & Gibb Inc
Virginia
$15.3K
CAM
522
Costello Asset Management
Pennsylvania
$15.3K +$15.7K +100 New
WF
523
Wayfinding Financial
Washington
$15K +$15.6K +99 New
CFO
524
CVA Family Office
Colorado
$15K
SFCL
525
Strengthening Families & Communities LLC
Massachusetts
$14.4K +$14.8K +94 New

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.