Fresenius Medical Care
220 hedge funds and large institutions have $950M invested in Fresenius Medical Care in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 35 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 48
23% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 35
6% more capital invested
Capital invested by funds: $894M → $950M (+$56.6M)
3% more funds holding
Funds holding: 214 → 220 (+6)
1.15% more ownership
Funds ownership: 6.39% → 7.54% (+1.1%)
26% less call options, than puts
Call options by funds: $2.6M | Put options by funds: $3.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$37M |
| 2 |
Millennium Management
New York
|
+$36.8M |
| 3 |
D.E. Shaw & Co
New York
|
+$9.1M |
| 4 |
Pzena Investment Management
New York
|
+$6.89M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$14.3M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$11.5M |
| 3 |
Morgan Stanley
New York
|
-$10.5M |
| 4 |
AA
ABC Arbitrage
Paris,
France
|
-$5.95M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$4.1M |
FMS Hedge Fund Activity: Q1 2026 in Review
220 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2026, worth a combined $950M — up 6.3% from $894M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new FMS positions and 35 closed out — a net gain of 8 holders — while 90 added to existing stakes and 48 trimmed.
The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $37M. The largest seller was Point72 Asset Management, cutting an estimated $14.3M.
- 220 institutional investors held Fresenius Medical Care (FMS) as of Q1 2026, up from 214 in Q4 2025.
- Funds reported $950M of Fresenius Medical Care stock for Q1 2026, up 6.3% quarter-over-quarter.
- 43 funds opened new Fresenius Medical Care positions in Q1 2026 and 35 closed out, a net change of +8 holders.
- The largest Fresenius Medical Care buyer in Q1 2026 was Brandes Investment Partners, an estimated $37M added.
- The largest Fresenius Medical Care seller in Q1 2026 was Point72 Asset Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2026.