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Sonida Senior Living

69 hedge funds and large institutions have $453M invested in Sonida Senior Living in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $379M → $453M (+$74.5M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more funds holding

Funds holding: 6469 (+5)

1.58% more ownership

Funds ownership: 72.62%74.2% (+1.6%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
0.84%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
12
Increased
20
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$545K -$309K -10,434 -38%
UBS Group
27
UBS Group
Switzerland
$457K +$263K +8,867 +172%
PCP
28
Proficio Capital Partners
Massachusetts
$411K
SIM
29
Sandia Investment Management
Massachusetts
$411K
HF
30
HRT Financial
New York
$329K +$300K +10,116 New
Barclays
31
Barclays
United Kingdom
$280K +$20.9K +704 +9%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$258K +$234K +7,897 New
N
33
Nuveen
North Carolina
$234K +$212K +7,162 New
GCP
34
GSA Capital Partners
United Kingdom
$233K +$212K +7,143 New
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$208K -$14.2K -479 -7%
Wells Fargo
36
Wells Fargo
California
$198K +$70.6K +2,381 +65%
Bank of America
37
Bank of America
North Carolina
$181K +$49.1K +1,656 +42%
Deutsche Bank
38
Deutsche Bank
Germany
$120K +$2.55K +86 +2%
C
39
Covestor
United Kingdom
$119K +$4.63K +156 +4%
MIM
40
MetLife Investment Management
New Jersey
$110K -$1.6K -54 -2%
Mirae Asset Global ETFs Holdings
41
Mirae Asset Global ETFs Holdings
Hong Kong
$82.8K -$830 -28 -1%
JP Morgan Chase
42
JP Morgan Chase
New York
$71.5K -$2.16K -73 -3%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$70.9K -$68.4K -2,306 -51%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$37.1K +$1.54K +52 +5%
PFSRSONJ
45
Police & Firemen's Retirement System of New Jersey
New Jersey
$34.3K
SOADOR
46
State of Alaska Department of Revenue
Alaska
$33K
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$26.1K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$26K -$10.7K -361 -32%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$24.6K +$9.79K +330 +78%
Legal & General Group
50
Legal & General Group
United Kingdom
$17.5K -$919 -31 -5%

SNDA Hedge Fund Activity: Q4 2025 in Review

69 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Sonida Senior Living (SNDA) for Q4 2025, worth a combined $453M — up 20% from $379M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SNDA positions and 7 closed out — a net gain of 5 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $4.94M. The largest seller was Alyeska Investment Group, cutting an estimated $6.52M.

  • 69 institutional investors held Sonida Senior Living (SNDA) as of Q4 2025, up from 64 in Q3 2025.
  • Funds reported $453M of Sonida Senior Living stock for Q4 2025, up 20% quarter-over-quarter.
  • 12 funds opened new Sonida Senior Living positions in Q4 2025 and 7 closed out, a net change of +5 holders.
  • The largest Sonida Senior Living buyer in Q4 2025 was Davidson Kempner Capital Management, an estimated $4.94M added.
  • The largest Sonida Senior Living seller in Q4 2025 was Alyeska Investment Group, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2025.