Fresenius Medical Care
234 hedge funds and large institutions have $960M invested in Fresenius Medical Care in 2026 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 43 reducing their positions, and 29 closing their positions.
135% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 43
62% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 29
6% more funds holding
Funds holding: 220 → 234 (+14)
1% more capital invested
Capital invested by funds: $950M → $960M (+$9.97M)
0.37% more ownership
Funds ownership: 7.54% → 7.91% (+0.37%)
3% less call options, than puts
Call options by funds: $2.87M | Put options by funds: $2.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.8M |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$6.85M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$5.83M |
| 4 |
AA
ABC Arbitrage
Paris,
France
|
+$5.38M |
| 5 |
BlackRock
New York
|
+$5.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$34.2M |
| 2 |
IHAM
Integral Health Asset Management
New York
|
-$17.5M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$9.72M |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$7.62M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$5.54M |
FMS Hedge Fund Activity: Q2 2026 in Review
234 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2026, worth a combined $960M — up 1% from $950M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FMS positions and 29 closed out — a net gain of 18 holders — while 101 added to existing stakes and 43 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $41.8M. The largest seller was Fiduciary Management Inc, cutting an estimated $34.2M.
- 234 institutional investors held Fresenius Medical Care (FMS) as of Q2 2026, up from 220 in Q1 2026.
- Funds reported $960M of Fresenius Medical Care stock for Q2 2026, up 1% quarter-over-quarter.
- 47 funds opened new Fresenius Medical Care positions in Q2 2026 and 29 closed out, a net change of +18 holders.
- The largest Fresenius Medical Care buyer in Q2 2026 was Morgan Stanley, an estimated $41.8M added.
- The largest Fresenius Medical Care seller in Q2 2026 was Fiduciary Management Inc, an estimated $34.2M sold.
Based on aggregated 13F filings for Q2 2026.