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Omega Healthcare

681 hedge funds and large institutions have $9.61B invested in Omega Healthcare in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 270 increasing their positions, 207 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,090.29% more ownership

Funds ownership: 77.03%77,167.32% (+77,090%)

106% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 47

30% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 207

21% more call options, than puts

Call options by funds: $94.1M | Put options by funds: $77.8M

16% more capital invested

Capital invested by funds: $8.31B → $9.61B (+$1.3B)

6% more funds holding

Funds holding: 641681 (+40)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
681
Holders Change
+40
Holders Change %
+6.24%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
97
Increased
270
Reduced
207
Closed
47
Calls
$94.1M
Puts
$77.8M
Net Calls
+$16.3M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
526
Forum Financial Management
Illinois
$205K +$195K +4,845 New
UCFA
527
United Capital Financial Advisors
Texas
$204K +$195K +4,825 New
CCFM
528
Clear Creek Financial Management
Washington
$203K +$194K +4,800 New
CWS
529
Confluence Wealth Services
Pennsylvania
$203K +$194K +4,800 New
GSIAS
530
Garden State Investment Advisory Services
New Jersey
$202K +$193K +4,793 New
SCA
531
Snowden Capital Advisors
New York
$202K +$193K +4,781 New
APW
532
Aventura Private Wealth
Florida
$186K
FUBT
533
First United Bank & Trust
Maryland
$182K
BCWM
534
Bartlett & Co Wealth Management
Ohio
$173K
CCM
535
Cloud Capital Management
Washington
$168K +$161K +4,000 New
CFD
536
Creative Financial Designs
Indiana
$165K -$161 -4 -0.1%
FC
537
Financial Consulate
Maryland
$162K +$155K +3,847 New
CAL
538
Capital Analysts LLC
Pennsylvania
$160K -$116K -2,865 -43%
BC
539
Broadwater Capital
Massachusetts
$156K -$5.32M -131,905 -97%
HFM
540
Harvest Fund Management
China
$142K +$101K +2,494 +287%
AEPWM
541
Atlantic Edge Private Wealth Management
Florida
$132K
VEA
542
Virtus ETF Advisers
New York
$125K
UB
543
UMB Bank
Missouri
$125K +$11.8K +293 +11%
PTC
544
Private Trust Company
Ohio
$116K -$4.03K -100 -4%
AWM
545
AllSquare Wealth Management
New York
$114K
SAM
546
Shell Asset Management
Netherlands
$113K -$195K -4,841 -64%
OIA
547
Optimum Investment Advisors
Illinois
$112K
NSIM
548
North Star Investment Management
Illinois
$107K
WANY
549
Wealthspire Advisors (New York)
New York
$106K +$102K +2,520 New
GG
550
Gleason Group
Kentucky
$99.7K +$1.53K +38 +2%

OHI Hedge Fund Activity: Q3 2025 in Review

681 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2025, worth a combined $9.61B — up 16% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new OHI positions and 47 closed out — a net gain of 50 holders — while 270 added to existing stakes and 207 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $303M. The largest seller was UBS AM, exiting entirely with an estimated $102M sold.

  • 681 institutional investors held Omega Healthcare (OHI) as of Q3 2025, up from 641 in Q2 2025.
  • Funds reported $9.61B of Omega Healthcare stock for Q3 2025, up 16% quarter-over-quarter.
  • 97 funds opened new Omega Healthcare positions in Q3 2025 and 47 closed out, a net change of +50 holders.
  • The largest Omega Healthcare buyer in Q3 2025 was Cohen & Steers, an estimated $303M added.
  • The largest Omega Healthcare seller in Q3 2025 was UBS AM, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2025.