586 hedge funds and large institutions have $10B invested in DaVita in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 181 increasing their positions, 238 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
7.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
68
Increased
181
Reduced
238
Closed
62
Calls
$110M
Puts
$206M
Net Calls
-$96.3M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
501
Bayforest Capital
United Kingdom
$17.9K -$446K -3,133 -96%
CT
502
Coastline Trust
Rhode Island
$17.8K -$33.5K -235 -65%
GWM
503
Geneos Wealth Management
Colorado
$17.8K -$1.85K -13 -9%
UB
504
UMB Bank
Missouri
$15.7K -$11.7K -82 -43%
PWMG
505
Private Wealth Management Group
New Jersey
$15.7K
SWM
506
Spire Wealth Management
Virginia
$15.7K +$142 +1 +0.9%
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.2K
CFO
508
CVA Family Office
Colorado
$14.5K +$570 +4 +4%
EWP
509
Elevation Wealth Partners
California
$14.2K
GGI
510
Godsey & Gibb Inc
Virginia
$14.2K
CAM
511
Costello Asset Management
Pennsylvania
$14.2K
SFCL
512
Strengthening Families & Communities LLC
Massachusetts
$13.4K
GRP
513
Global Retirement Partners
California
$12.7K +$12.7K +89 New
AGWCA
514
Annis Gardner Whiting Capital Advisors
Florida
$12.1K
PTC
515
Private Trust Company
Ohio
$12.1K
BONH
516
Bank of New Hampshire
New Hampshire
$10.7K
ATC
517
Adirondack Trust Company
New York
$10.7K
SIC
518
Salem Investment Counselors
North Carolina
$10.3K
PWA
519
Physician Wealth Advisors
Utah
$9.97K +$4.27K +30 +75%
WIM
520
Westside Investment Management
California
$9.83K +$9.83K +67 New
FRA
521
Front Row Advisors
California
$9.69K -$997 -7 -9%
BBHC
522
Brown Brothers Harriman & Co
New York
$9.26K +$4.99K +35 +117%
WSFS
523
Wilmington Savings Fund Society
Delaware
$9.12K
SS
524
Sunbelt Securities
Texas
$8.67K -$4.49K -30 -34%
SO
525
Sierra Ocean
California
$8.55K