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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
SYBT
401
Stock Yards Bank & Trust
Kentucky
$987K +$71.8K +1,068 +8%
BCI
402
Brinker Capital Investments
Pennsylvania
$982K +$275K +4,093 +41%
GM
403
GeoWealth Management
Illinois
$977K +$4.91K +73 +0.5%
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$944K +$5.11K +76 +0.6%
UCFA
405
United Capital Financial Advisors
Texas
$944K -$2.89K -43 -0.3%
GC
406
Guggenheim Capital
Illinois
$925K -$347K -5,158 -28%
KF
407
Krilogy Financial
Missouri
$919K +$823K +12,254 New
GIA
408
Gateway Investment Advisers
Ohio
$915K +$31.2K +464 +4%
CG
409
Caprock Group
Idaho
$898K +$887K +13,194 New
GI
410
GAMMA Investing
California
$892K +$178K +2,652 +26%
Credit Agricole
411
Credit Agricole
France
$889K +$853K +12,700 New
KPWS
412
Kestra Private Wealth Services
Texas
$886K +$2.82K +42 +0.3%
AI
413
Atria Investments
North Carolina
$879K +$24.1K +359 +3%
QI
414
Qtron Investments
Massachusetts
$878K
CIA
415
Capital Investment Advisors
Georgia
$874K -$9.95K -148 -1%
IEFM
416
IQ EQ Fund Management
Ireland
$874K -$456K -6,790 -35%
TCM
417
Tandem Capital Management
New Jersey
$862K
MSA
418
MUFG Securities Americas
New York
$858K +$151K +2,253 +23%
HFM
419
Harvest Fund Management
China
$843K -$22.2K -330 -3%
BP
420
Ballentine Partners
Massachusetts
$842K +$22K +328 +3%
HWM
421
HB Wealth Management
Georgia
$840K +$325K +4,839 +68%
P
422
Pitcairn
Pennsylvania
$837K -$179K -2,669 -18%
KRSITF
423
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$834K +$36.4K +541 +5%
OCBCO
424
Oversea-Chinese Banking Corp (OCBC)
Singapore
$826K +$793K +11,806 New
AG
425
Ascent Group
Virginia
$793K +$249K +3,704 +49%

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.