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Omega Healthcare
OHI

Overview Fund Activity

628 hedge funds and large institutions have $8.17B invested in Omega Healthcare in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 296 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+14
Holders Change %
+2.28%
% of All Funds
8.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
85
Increased
296
Reduced
156
Closed
62
Calls
$60.7M
Puts
$66.3M
Net Calls
-$5.62M
Net Calls Change
-$2.42M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$88.2M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$76.6M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$71.3M
4
Deutsche Bank
Deutsche Bank
Germany
+$66.4M
5
CIM
Centersquare Investment Management
Pennsylvania
+$54M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$677M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$135M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$52.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
601
Whipplewood Advisors
Colorado
$3.78K +$3.63K +99 +2,475%
SIC
602
SJS Investment Consulting
Ohio
$3.67K – – –
TCOT
603
Trust Company of Toledo
Ohio
$3.67K +$3.67K +100 New
1NWS
604
1 North Wealth Services
Maryland
$3.19K – – –
SWA
605
SOA Wealth Advisors
New York
$3.17K +$37 +1 +1%
T
606
Tidemark
California
$2.79K – – –
TPWA
607
Twin Peaks Wealth Advisors
California
$2.71K +$2.71K +67 New
S
608
Sachetta
Massachusetts
$2.53K +$1.76K +48 +229%
TPCW
609
TD Private Client Wealth
New York
$2.42K – – –
SS
610
Sunbelt Securities
Texas
$2.01K – – –
MHR
611
Matthew Hamilton Rosenberg
$1.72K – – –
BTI
612
Blue Trust Inc
Georgia
$1.25K -$6.27K -171 -83%
LI
613
LRI Investments
Florida
$1.14K – – –
CH
614
Cromwell Holdings
Wyoming
$1.1K +$1.1K +30 New
FMP
615
Financial Management Professionals
Texas
$696 – – –
BFS
616
Bare Financial Services
Pennsylvania
$660 +$660 +18 New
CPG
617
Cornerstone Planning Group
New Jersey
$560 +$360 +9 +180%
KG
618
Kilter Group
New York
$435 +$435 +12 New
LWMI
619
Legacy Wealth Management (Idaho)
Idaho
$404 -$551 -15 -58%
LIS
620
Legacy Investment Solutions
Idaho
$404 +$404 +11 New
WSFS
621
Wilmington Savings Fund Society
Delaware
$257 -$6.65K -181 -96%
MCM
622
MV Capital Management
Maryland
$220 – – –
GSWM
623
Golden State Wealth Management
California
$200 – – –
SFA
624
Semmax Financial Advisors
North Carolina
$129 – – –
TIM
625
Tortoise Investment Management
New York
$110 +$110 +3 New
23 24
25
26 27