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 %
AP
551
Aspect Partners
Virginia
$2.71K
SC
552
SouthState Corp
Florida
$2.71K
WA
553
Whipplewood Advisors
Colorado
$2.71K +$1.57K +11 +138%
BWAM
554
Boyd Watterson Asset Management
Ohio
$2.56K
BIA
555
Bell Investment Advisors
California
$2.42K
AWM
556
Abound Wealth Management
Tennessee
$2.28K
DPW
557
DiNuzzo Private Wealth
Pennsylvania
$2K
CT
558
Clearstead Trust
Maine
$1.71K -$3.71K -26 -68%
SIC
559
SJS Investment Consulting
Ohio
$1.71K -$998 -7 -37%
TPWA
560
Twin Peaks Wealth Advisors
California
$1.59K +$1.59K +12 New
TWD
561
True Wealth Design
Ohio
$1.57K +$142 +1 +10%
Kayne Anderson Rudnick Investment Management
562
Kayne Anderson Rudnick Investment Management
California
$1.43K
HHMI
563
Howard Hughes Medical Institute
Maryland
$1.28K +$1.28K +9 New
OP
564
ORG Partners
Indiana
$1.17K
TFM
565
TFC Financial Management
Massachusetts
$1.14K
HIA
566
HFM Investment Advisors
New Jersey
$997 +$712 +5 +250%
CIAM
567
Caitong International Asset Management
Hong Kong
$855 -$103K -726 -99%
HI
568
Harbour Investments
Wisconsin
$855
RWM
569
Rialto Wealth Management
New York
$713 +$713 +5 New
PWM
570
Parkworth Wealth Management
California
$712 +$427 +3 +150%
CPG
571
Cornerstone Planning Group
New Jersey
$703 +$422 +3 +150%
PWA
572
Principia Wealth Advisory
Texas
$570 +$570 +4 New
AF
573
Advisornet Financial
Minnesota
$570 +$570 +4 New
BWL
574
Bogart Wealth LLC
Virginia
$570 +$570 +4 New
BHWM
575
Beaird Harris Wealth Management
Texas
$570 +$570 +4 New