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Omega Healthcare

630 hedge funds and large institutions have $8.18B invested in Omega Healthcare in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 297 increasing their positions, 157 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% less capital invested

Capital invested by funds: $8.47B → $8.18B (-$297M)

8% less call options, than puts

Call options by funds: $60.7M | Put options by funds: $66.3M

1.9% less ownership

Funds ownership: 78.93%77.03% (-1.9%)

Holders
630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.7M
Puts
$66.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
501
Bartlett & Co Wealth Management
Ohio
$150K
CFD
502
Creative Financial Designs
Indiana
$144K
PS
503
Principal Securities
Iowa
$140K
AEPWM
504
Atlantic Edge Private Wealth Management
Florida
$115K
PTC
505
Private Trust Company
Ohio
$104K
AWM
506
AllSquare Wealth Management
New York
$99K
UB
507
UMB Bank
Missouri
$97.9K
OIA
508
Optimum Investment Advisors
Illinois
$97.1K
TCOV
509
Trust Company of Vermont
Vermont
$95.2K
NSIM
510
North Star Investment Management
Illinois
$92.9K
GG
511
Gleason Group
Kentucky
$85.1K
AAP
512
Arax Advisory Partners
Colorado
$78K
CA
513
CoreCap Advisors
Michigan
$75.7K
FRA
514
Front Row Advisors
California
$73.3K
RFA
515
Register Financial Advisors
Georgia
$73.3K
WT
516
Whittier Trust
California
$73.3K
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$67K
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$63.3K
MYIA
519
Mount Yale Investment Advisors
Colorado
$62.9K
QL
520
Quarry LP
New York
$62.6K
BIG
521
Brooklyn Investment Group
New York
$56.7K
ST
522
Smithfield Trust
Pennsylvania
$54K
CI Investments Inc
523
CI Investments Inc
Ontario, Canada
$52K
GEA
524
Glen Eagle Advisors
New Jersey
$51.8K
HBW
525
Hazlett, Burt & Watson
West Virginia
$51K