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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
SS
526
Sunbelt Securities
Texas
$13.5K +$4.71K +30 +52%
AGWCA
527
Annis Gardner Whiting Capital Advisors
Florida
$13K
PTC
528
Private Trust Company
Ohio
$13K +$1.57K +10 +13%
BONH
529
Bank of New Hampshire
New Hampshire
$11.5K
FRA
530
Front Row Advisors
California
$11.5K
ATC
531
Adirondack Trust Company
New York
$11.5K
SIC
532
Salem Investment Counselors
North Carolina
$11K
APF
533
Alaska Permanent Fund
Alaska
$10.5K
WSFS
534
Wilmington Savings Fund Society
Delaware
$9.79K -$2.51K -16 -20%
SO
535
Sierra Ocean
California
$9.18K
CA
536
Continuum Advisory
Idaho
$8.87K -$157 -1 -2%
ACM
537
Anfield Capital Management
California
$8.26K
JWA
538
JFS Wealth Advisors
Pennsylvania
$7.8K +$314 +2 +4%
GWSG
539
GPS Wealth Strategies Group
Colorado
$7.65K
PWMG
540
Prestige Wealth Management Group
New Jersey
$7.34K
MCM
541
Manchester Capital Management
Vermont
$7.34K +$1.73K +11 +30%
VWWMG
542
Vermillion & White Wealth Management Group
Pennsylvania
$7.34K +$7.54K +48 New
GBT
543
Grove Bank & Trust
Florida
$7.04K
PWAM
544
Private Wealth Asset Management
Iowa
$7.04K +$7.23K +46 New
CAL
545
Capital Advisors Ltd
Ohio
$7K
MEG
546
Millstone Evans Group
Colorado
$6.73K
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$6.58K
PWA
548
Physician Wealth Advisors
Utah
$6.12K
S
549
Sachetta
Massachusetts
$6.12K
HFS
550
Hughes Financial Services
Virginia
$5.92K +$6.13K +39 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.