We are live on ! Find out more

824 hedge funds and large institutions have $31.5B invested in Ventas in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 347 increasing their positions, 246 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $48M | Put options by funds: $21.6M

48% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 71

41% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 246

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

12% more capital invested

Capital invested by funds: $28.2B → $31.5B (+$3.32B)

3% more funds holding

Funds holding: 797824 (+27)

0.18% more ownership

Funds ownership: 98.94%99.13% (+0.18%)

Holders
824
Holders Change
+27
Holders Change %
+3.39%
% of All Funds
10.81%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
105
Increased
347
Reduced
246
Closed
71
Calls
$48M
Puts
$21.6M
Net Calls
+$26.3M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
376
Crossmark Global Holdings
Texas
$1.17M -$8.6K -128 -0.8%
SC
377
Scotia Capital
Ontario, Canada
$1.16M +$174K +2,593 +19%
STA
378
Summit Trail Advisors
New York
$1.15M +$1.1M +16,339 New
MSA
379
Marino Stram & Associates
Massachusetts
$1.14M +$7.12K +106 +0.7%
GIM
380
Gold Investment Management
Alberta, Canada
$1.14M -$34.5K -514 -3%
PAS
381
Park Avenue Securities
New York
$1.12M -$266K -3,952 -20%
PGFC
382
Peapack-Gladstone Financial Corp
New Jersey
$1.12M -$125K -1,858 -10%
BS
383
Banco Santander
Spain
$1.11M -$8.6M -127,956 -89%
CAM
384
Cresset Asset Management
Illinois
$1.09M +$6.52K +97 +0.6%
TMAM
385
Tokio Marine Asset Management
Japan
$1.09M
MOS
386
MGO One Seven
Ohio
$1.08M -$565K -8,403 -35%
TI
387
Tidal Investments
Wisconsin
$1.07M -$517K -7,699 -33%
TRCT
388
Tower Research Capital (TRC)
New York
$1.07M -$61.5K -916 -6%
GWMIA
389
Global Wealth Management Investment Advisory
Florida
$1.05M +$67.6K +1,006 +7%
JWCA
390
J.W. Cole Advisors
Florida
$1.04M +$140K +2,090 +16%
SCTC
391
Sanibel Captiva Trust Company
Florida
$1.04M -$2.22K -33 -0.2%
MCP
392
Militia Capital Partners
Nevada
$1.04M +$349K +5,200 +54%
1IA
393
1834 Investment Advisors
Wisconsin
$1.02M -$13.9K -207 -1%
DS
394
DRW Securities
Illinois
$1.02M +$284K +4,222 +41%
NMIMC
395
Northwestern Mutual Investment Management Company
Wisconsin
$1.01M +$5.98K +89 +0.6%
OAC
396
OMERS Administration Corp
Ontario, Canada
$1.01M
EF
397
Empowered Funds
Pennsylvania
$1.01M +$307K +4,576 +46%
UBS AM
398
UBS AM
Illinois
$998K -$377M -5,605,833 -100%
BCM
399
Becker Capital Management
Oregon
$997K -$1.41K -21 -0.1%
BBVA
400
Banco Bilbao Vizcaya Argentaria
Spain
$990K +$264K +3,929 +38%

VTR Hedge Fund Activity: Q3 2025 in Review

824 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q3 2025, worth a combined $31.5B — up 12% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new VTR positions and 71 closed out — a net gain of 34 holders — while 347 added to existing stakes and 246 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was UBS AM, cutting an estimated $377M.

  • 824 institutional investors held Ventas (VTR) as of Q3 2025, up from 797 in Q2 2025.
  • Funds reported $31.5B of Ventas stock for Q3 2025, up 12% quarter-over-quarter.
  • 105 funds opened new Ventas positions in Q3 2025 and 71 closed out, a net change of +34 holders.
  • The largest Ventas buyer in Q3 2025 was Fidelity Investments, an estimated $196M added.
  • The largest Ventas seller in Q3 2025 was UBS AM, an estimated $377M sold.

Based on aggregated 13F filings for Q3 2025.