We are live on ! Find out more
FMS icon

Fresenius Medical Care

201 hedge funds and large institutions have $874M invested in Fresenius Medical Care in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $1.29M

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

13% more capital invested

Capital invested by funds: $770M → $874M (+$104M)

6% more funds holding

Funds holding: 189201 (+12)

0.37% more ownership

Funds ownership: 11.59%11.96% (+0.37%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
65
Reduced
53
Closed
16
Calls
$3.06M
Puts
$1.29M
Net Calls
+$1.77M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$383M +$2.24M +94,065 +0.6%
FMI
2
Fiduciary Management Inc
Wisconsin
$148M -$8.54M -358,652 -6%
Dodge & Cox
3
Dodge & Cox
California
$104M
Millennium Management
4
Millennium Management
New York
$27M +$8.6M +361,364 +50%
Morgan Stanley
5
Morgan Stanley
New York
$26.2M +$374K +15,725 +2%
Goldman Sachs
6
Goldman Sachs
New York
$18.2M -$1.18M -49,517 -6%
IHAM
7
Integral Health Asset Management
New York
$16.9M +$1.9M +80,000 +13%
TAM
8
Todd Asset Management
Kentucky
$12M +$11.5M +482,296 New
BlackRock
9
BlackRock
New York
$10.4M -$1.21M -51,017 -11%
Northern Trust
10
Northern Trust
Illinois
$9.47M +$430K +18,061 +5%
TRSOTSOK
11
Teachers Retirement System of the State of Kentucky
Kentucky
$7.42M +$7.1M +298,000 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.35M -$794K -33,354 -10%
Raymond James Financial
13
Raymond James Financial
Florida
$7.16M +$6.43M +269,857 +1,508%
AA
14
ABC Arbitrage
France
$4.83M +$188K +7,900 +4%
QCM
15
Quantinno Capital Management
New York
$4.41M +$1.18M +49,418 +39%
BAM
16
Broyhill Asset Management
North Carolina
$3.67M -$75K -3,148 -2%
MWM
17
Moran Wealth Management
Florida
$3.67M -$2.55M -107,190 -42%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$3.5M -$155K -6,496 -4%
TC
19
TownSquare Capital
Utah
$3.26M +$3.11M +130,753 New
NIA
20
NIA Impact Advisors
California
$3.05M +$2.91M +122,325 New
VAG
21
VisionPoint Advisory Group
Texas
$2.89M +$139K +5,842 +5%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$2.22M -$2.77M -116,237 -57%
Bank of America
23
Bank of America
North Carolina
$2.21M +$934K +39,212 +79%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.83M -$414K -17,372 -19%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$1.81M +$1.41M +59,049 +439%

FMS Hedge Fund Activity: Q1 2025 in Review

201 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2025, worth a combined $874M — up 13% from $770M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FMS positions and 16 closed out — a net gain of 14 holders — while 65 added to existing stakes and 53 trimmed.

The largest buyer was Todd Asset Management, opening a new position worth an estimated $11.5M. The largest seller was Fiduciary Management Inc, cutting an estimated $8.54M.

  • 201 institutional investors held Fresenius Medical Care (FMS) as of Q1 2025, up from 189 in Q4 2024.
  • Funds reported $874M of Fresenius Medical Care stock for Q1 2025, up 13% quarter-over-quarter.
  • 30 funds opened new Fresenius Medical Care positions in Q1 2025 and 16 closed out, a net change of +14 holders.
  • The largest Fresenius Medical Care buyer in Q1 2025 was Todd Asset Management, an estimated $11.5M added.
  • The largest Fresenius Medical Care seller in Q1 2025 was Fiduciary Management Inc, an estimated $8.54M sold.

Based on aggregated 13F filings for Q1 2025.