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National Health Investors

285 hedge funds and large institutions have $2.34B invested in National Health Investors in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $2.16B → $2.34B (+$184M)

3% more funds holding

Funds holding: 277285 (+8)

1.11% more ownership

Funds ownership: 68.32%69.43% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.25M

Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
104
Reduced
98
Closed
31
Calls
$1.08M
Puts
$1.25M
Net Calls
-$177K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
226
State of Wyoming
Wyoming
$86.7K -$46K -652 -36%
NSIM
227
North Star Investment Management
Illinois
$84.9K
FMB
228
Field & Main Bank
Kentucky
$73.9K
US Bancorp
229
US Bancorp
Minnesota
$70.2K -$3.24K -46 -5%
BTI
230
Blue Trust Inc
Georgia
$69.1K -$2.19K -31 -3%
CMBA
231
C.M. Bidwell & Associates
Hawaii
$68.4K +$65.3K +926 New
FFA
232
Farther Finance Advisors
California
$68.2K +$63.5K +900 +5,000%
GFM
233
GF Fund Management
China
$63.5K +$1.41K +20 +2%
MCM
234
MAI Capital Management
Ohio
$59.1K
AssetMark Inc
235
AssetMark Inc
California
$57.4K +$6.49K +92 +13%
SCM
236
Sterling Capital Management
North Carolina
$55.8K -$165K -2,344 -76%
CCM
237
Coldstream Capital Management
Washington
$46.2K +$44.1K +625 New
AF
238
Allworth Financial
California
$37.6K -$2.4K -34 -6%
C
239
Covestor
United Kingdom
$37K +$5.5K +78 +19%
CWM
240
Compass Wealth Management
Connecticut
$35.1K
STB
241
S&T Bank
Pennsylvania
$35.1K
SAM
242
Smartleaf Asset Management
Massachusetts
$33K +$10.4K +147 +50%
Loomis, Sayles & Company
243
Loomis, Sayles & Company
Massachusetts
$30K -$16.1K -228 -36%
PD
244
Point72 (DIFC)
United Arab Emirates
$28.3K -$24.6K -349 -48%
HCA
245
Harbor Capital Advisors
Illinois
$19K -$3.38K -48 -16%
S
246
SignatureFD
Georgia
$15.9K
PS
247
Principal Securities
Iowa
$14.1K
SPIA
248
Steward Partners Investment Advisory
New York
$13.9K +$1.13K +16 +9%
GI
249
GAMMA Investing
California
$13.4K +$1.76K +25 +16%
HI
250
Harbour Investments
Wisconsin
$12.6K

NHI Hedge Fund Activity: Q1 2025 in Review

285 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2025, worth a combined $2.34B — up 8.5% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NHI positions and 31 closed out — a net gain of 11 holders — while 104 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Millennium Management, cutting an estimated $26.8M.

  • 285 institutional investors held National Health Investors (NHI) as of Q1 2025, up from 277 in Q4 2024.
  • Funds reported $2.34B of National Health Investors stock for Q1 2025, up 8.5% quarter-over-quarter.
  • 42 funds opened new National Health Investors positions in Q1 2025 and 31 closed out, a net change of +11 holders.
  • The largest National Health Investors buyer in Q1 2025 was Bank of America, an estimated $18.3M added.
  • The largest National Health Investors seller in Q1 2025 was Millennium Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2025.