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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
TWD
576
True Wealth Design
Ohio
$1.53K +$157 +1 +11%
PAM
577
Parvin Asset Management
South Dakota
$1.38K +$1.41K +9 New
ZBNA
578
Zions Bancorporation, National Association
Utah
$1.38K +$1.41K +9 New
TFM
579
TFC Financial Management
Massachusetts
$1.22K
OP
580
ORG Partners
Indiana
$1.22K +$1.26K +8 New
HI
581
Harbour Investments
Wisconsin
$918
OCM
582
Osterweis Capital Management
California
$765 +$786 +5 New
CWM
583
Cranbrook Wealth Management
Michigan
$612
LFG
584
Larson Financial Group
Missouri
$612 +$471 +3 +300%
HWP
585
Highline Wealth Partners
California
$459 +$471 +3 New
RA
586
Rise Advisors
New York
$459 +$471 +3 New
BHWM
587
Bay Harbor Wealth Management
Maryland
$458 +$471 +3 New
PWM
588
Parkworth Wealth Management
California
$306
RS
589
Rakuten Securities
Japan
$306 +$157 +1 +100%
WA
590
WestEnd Advisors
North Carolina
$306 +$157 +1 +100%
ACA
591
American Capital Advisory
Idaho
$306 +$314 +2 New
HIA
592
HFM Investment Advisors
New Jersey
$306 +$314 +2 New
CPG
593
Cornerstone Planning Group
New Jersey
$278
LB
594
Legacy Bridge
Iowa
$176 +$157 +1 New
AA
595
Ancora Advisors
Ohio
$153
AI
596
Ariel Investments
Illinois
-$35.2M -235,058 Closed
PD
597
Point72 (DIFC)
United Arab Emirates
-$6.55M -43,800 Closed
WAM
598
Weiss Asset Management
Massachusetts
-$6.28M -41,977 Closed
HSA
599
Hussman Strategic Advisors
Maryland
-$3.77M -25,200 Closed
EAM
600
Erste Asset Management
Austria
-$3.73M -24,000 Closed

DVA Hedge Fund Activity: Q1 2025 in Review

595 of the 7,457 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.