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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$5.38B -$150M -953,091 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$773M -$25.3M -160,751 -3%
BlackRock
3
BlackRock
New York
$643M -$5.1M -32,458 -0.8%
State Street
4
State Street
Massachusetts
$336M -$23.1M -147,004 -6%
Invesco
5
Invesco
Georgia
$251M +$8.39M +53,402 +3%
Morgan Stanley
6
Morgan Stanley
New York
$203M -$20.6M -130,809 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$181M +$5.76M +36,680 +3%
LSV Asset Management
8
LSV Asset Management
Illinois
$147M -$10.4M -66,100 -6%
Northern Trust
9
Northern Trust
Illinois
$136M +$23.5M +149,858 +20%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$134M -$3.94M -25,100 -3%
GCM
11
Gates Capital Management
New York
$110M +$738K +4,698 +0.7%
Amundi
12
Amundi
France
$79.6M +$11.2M +71,304 +16%
UBS Group
13
UBS Group
Switzerland
$74.1M -$42.6M -270,870 -36%
Charles Schwab
14
Charles Schwab
California
$71.7M -$3.23M -20,536 -4%
UBS AM
15
UBS AM
Illinois
$68.6M -$2.79M -17,755 -4%
Holocene Advisors
16
Holocene Advisors
New York
$62.7M +$16.9M +107,484 +36%
Allianz Asset Management
17
Allianz Asset Management
Germany
$62.5M -$19.7M -125,316 -23%
EIP
18
Epoch Investment Partners
New York
$62.4M +$6.2M +39,485 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$57.6M -$864K -5,500 -1%
Squarepoint
20
Squarepoint
New York
$56.6M +$28.2M +179,360 +94%
Deutsche Bank
21
Deutsche Bank
Germany
$55.6M -$4.55M -28,937 -7%
Legal & General Group
22
Legal & General Group
United Kingdom
$50.4M -$3.72M -23,660 -7%
ITP
23
Iron Triangle Partners
Connecticut
$48.9M +$9.29M +59,142 +23%
JP Morgan Chase
24
JP Morgan Chase
New York
$46.6M +$11.8M +75,185 +33%
DPCM
25
Doma Perpetual Capital Management
Florida
$44.1M +$28.7M +182,476 +172%

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.