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Omega Healthcare

622 hedge funds and large institutions have $8.58B invested in Omega Healthcare in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 289 increasing their positions, 166 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 166

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more capital invested

Capital invested by funds: $8.01B → $8.58B (+$569M)

1.53% more ownership

Funds ownership: 78.42%79.95% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 623622 (-1)

5% less call options, than puts

Call options by funds: $55M | Put options by funds: $58.2M

Holders
622
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
67
Increased
289
Reduced
166
Closed
60
Calls
$55M
Puts
$58.2M
Net Calls
-$3.19M
Net Calls Change
+$9.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.51B +$55.5M +1,492,904 +4%
BlackRock
2
BlackRock
New York
$1.31B -$2.03M -54,638 -0.2%
Cohen & Steers
3
Cohen & Steers
New York
$1.07B +$69M +1,855,721 +7%
State Street
4
State Street
Massachusetts
$530M +$18.1M +487,361 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$269M +$4.53M +121,847 +2%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$204M +$19M +510,075 +11%
Charles Schwab
7
Charles Schwab
California
$156M +$4.27M +114,665 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$155M +$6.16M +165,554 +4%
Bank of America
9
Bank of America
North Carolina
$126M +$33.2M +891,889 +37%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$119M +$7.01M +188,481 +6%
Norges Bank
11
Norges Bank
Norway
$116M +$4.94M +132,724 +5%
JP Morgan Chase
12
JP Morgan Chase
New York
$114M +$48M +1,289,424 +76%
Northern Trust
13
Northern Trust
Illinois
$111M -$13.3M -356,700 -11%
AQR Capital Management
14
AQR Capital Management
Connecticut
$109M +$86.4M +2,322,878 +431%
Invesco
15
Invesco
Georgia
$92M +$49.5M +1,329,324 +122%
Morgan Stanley
16
Morgan Stanley
New York
$82.7M -$565K -15,177 -0.7%
CIM
17
Centersquare Investment Management
Pennsylvania
$80.9M -$21.6M -581,035 -21%
UBS Group
18
UBS Group
Switzerland
$71.9M +$10.2M +273,466 +17%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$66.3M -$53.6M -1,441,423 -45%
Legal & General Group
20
Legal & General Group
United Kingdom
$64.4M +$1.95M +52,298 +3%
LSV Asset Management
21
LSV Asset Management
Illinois
$60.6M +$268K +7,200 +0.5%
SEI Investments
22
SEI Investments
Pennsylvania
$56.5M +$3.6M +96,762 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52.2M +$31.7M +851,299 +164%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$47.8M +$12.6M +339,221 +37%
AssetMark Inc
25
AssetMark Inc
California
$47.6M +$896K +24,073 +2%

OHI Hedge Fund Activity: Q1 2025 in Review

622 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q1 2025, worth a combined $8.58B — up 7.1% from $8.01B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new OHI positions and 60 closed out — a net gain of 7 holders — while 289 added to existing stakes and 166 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $86.4M. The largest seller was Amundi, cutting an estimated $54.4M.

  • 622 institutional investors held Omega Healthcare (OHI) as of Q1 2025, down from 623 in Q4 2024.
  • Funds reported $8.58B of Omega Healthcare stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 67 funds opened new Omega Healthcare positions in Q1 2025 and 60 closed out, a net change of +7 holders.
  • The largest Omega Healthcare buyer in Q1 2025 was AQR Capital Management, an estimated $86.4M added.
  • The largest Omega Healthcare seller in Q1 2025 was Amundi, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2025.