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592 hedge funds and large institutions have $10B invested in DaVita in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 186 increasing their positions, 239 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.23% more ownership

Funds ownership: 89.05%93.28% (+4.2%)

6% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 63

1% less funds holding

Funds holding: 595592 (-3)

8% less capital invested

Capital invested by funds: $10.9B → $10B (-$866M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 239

47% less call options, than puts

Call options by funds: $110M | Put options by funds: $206M

Holders
592
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
7.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
67
Increased
186
Reduced
239
Closed
63
Calls
$110M
Puts
$206M
Net Calls
-$96.3M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
576
Parkworth Wealth Management
California
$712 +$425 +3 +150%
CPG
577
Cornerstone Planning Group
New Jersey
$703 +$425 +3 +150%
AF
578
Advisornet Financial
Minnesota
$570 +$567 +4 New
BHWM
579
Beaird Harris Wealth Management
Texas
$570 +$567 +4 New
BWL
580
Bogart Wealth LLC
Virginia
$570 +$567 +4 New
PWA
581
Principia Wealth Advisory
Texas
$570 +$567 +4 New
BHWM
582
Bay Harbor Wealth Management
Maryland
$569 +$142 +1 +33%
DF
583
Dunhill Financial
United Kingdom
$553 -$1.27K -9 -75%
SC
584
Stephens Consulting
Michigan
$428 +$425 +3 New
HWP
585
Highline Wealth Partners
California
$427
RA
586
Rise Advisors
New York
$427
RS
587
Rakuten Securities
Japan
$285
WA
588
WestEnd Advisors
North Carolina
$285
LFG
589
Larson Financial Group
Missouri
$142 -$425 -3 -75%
AA
590
Ancora Advisors
Ohio
$142
LFA
591
LGT Financial Advisors
Texas
$142 +$142 +1 New
NC
592
NewSquare Capital
Pennsylvania
$142 +$142 +1 New
Holocene Advisors
593
Holocene Advisors
New York
-$62.7M -409,638 Closed
ITP
594
Iron Triangle Partners
Connecticut
-$48.9M -319,566 Closed
FGP
595
Freestone Grove Partners
California
-$29.7M -194,453 Closed
8KM
596
8 Knots Management
Texas
-$29.6M -193,542 Closed
HAI
597
Hennessy Advisors Inc
California
-$10.1M -65,800 Closed
CIC
598
Chase Investment Counsel
Virginia
-$3.52M -23,035 Closed
DFCM
599
Dark Forest Capital Management
Puerto Rico
-$2.98M -19,461 Closed
CCM
600
Cinctive Capital Management
New York
-$1.93M -12,614 Closed

DVA Hedge Fund Activity: Q2 2025 in Review

592 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q2 2025, worth a combined $10B — down 7.9% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DVA positions and 63 closed out — a net gain of 4 holders — while 186 added to existing stakes and 239 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $64.6M. The largest seller was Berkshire Hathaway, cutting an estimated $191M.

  • 592 institutional investors held DaVita (DVA) as of Q2 2025, down from 595 in Q1 2025.
  • Funds reported $10B of DaVita stock for Q2 2025, down 7.9% quarter-over-quarter.
  • 67 funds opened new DaVita positions in Q2 2025 and 63 closed out, a net change of +4 holders.
  • The largest DaVita buyer in Q2 2025 was Pacer Advisors, an estimated $64.6M added.
  • The largest DaVita seller in Q2 2025 was Berkshire Hathaway, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2025.