We are live on ! Find out more

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
SSG
501
Summit Securities Group
New York
$8.24K +$4.67K +34 +121%
SS
502
Sunbelt Securities
Texas
$7.71K
S
503
Sachetta
Massachusetts
$7.44K +$2.2K +16 +40%
ACM
504
Anfield Capital Management
California
$7.17K
NICM
505
Neo Ivy Capital Management
New York
$6.91K +$7.14K +52 New
GWSG
506
GPS Wealth Strategies Group
Colorado
$6.64K
AssetMark Inc
507
AssetMark Inc
California
$6.39K -$165K -1,204 -96%
GBT
508
Grove Bank & Trust
Florida
$6.38K
PWMG
509
Prestige Wealth Management Group
New Jersey
$6.38K
FFO
510
Fortitude Family Office
Arizona
$6.25K +$275 +2 +4%
CAL
511
Capital Advisors Ltd
Ohio
$6K
JWA
512
JFS Wealth Advisors
Pennsylvania
$5.98K -$412 -3 -6%
MEG
513
Millstone Evans Group
Colorado
$5.85K
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$5.71K
MCM
515
Manchester Capital Management
Vermont
$5.58K -$824 -6 -13%
MCM
516
MV Capital Management
Maryland
$5.32K -$412 -3 -7%
WA
517
WPG Advisers
Maryland
$4.92K
1IA
518
1620 Investment Advisors
Massachusetts
$4.38K
SL
519
Salomon & Ludwin
Virginia
$4.2K +$4.39K +32 New
LI
520
LRI Investments
Florida
$3.32K
RTL
521
Red Tortoise LLC
Georgia
$3.06K
CFG
522
CKW Financial Group
Hawaii
$3K -$1.37K -10 -29%
BBHC
523
Brown Brothers Harriman & Co
New York
$2.92K -$5.9K -43 -66%
AP
524
Aspect Partners
Virginia
$2.52K
BWAM
525
Boyd Watterson Asset Management
Ohio
$2.39K