785 hedge funds and large institutions have $28.1B invested in Ventas in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 264 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-10
Holders Change %
-1.26%
% of All Funds
10.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
80
Increased
330
Reduced
264
Closed
75
Calls
$41.3M
Puts
$29.6M
Net Calls
+$11.8M
Net Calls Change
+$7.04M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
476
Baird Financial Group
Wisconsin
$442K -$45.4K -719 -9%
QCG
477
Quadrant Capital Group
Ohio
$442K -$44.6K -707 -9%
PPW
478
Parcion Private Wealth
Washington
$441K -$33.4K -529 -7%
BCA
479
Bay Colony Advisors
Massachusetts
$440K
NGA
480
Naples Global Advisors
Florida
$437K -$9.49K -150 -2%
HI
481
Horizon Investments
North Carolina
$437K +$38.3K +607 +10%
VAS
482
Vestmark Advisory Solutions
Massachusetts
$436K -$236K -3,744 -35%
WB
483
WesBanco Bank
West Virginia
$427K
P
484
&Partners
Tennessee
$425K +$10.1K +159 +2%
CCM
485
Coldstream Capital Management
Washington
$418K +$505 +8 +0.1%
WA
486
Waddell & Associates
Tennessee
$414K +$5.37K +85 +1%
NWAG
487
Net Worth Advisory Group
Utah
$413K +$22.5K +356 +6%
CWM
488
Congress Wealth Management
Massachusetts
$410K +$207K +3,285 +103%
CFO
489
Callan Family Office
Pennsylvania
$406K +$406K +6,426 New
HAG
490
HighPoint Advisor Group
Illinois
$404K -$20.5K -324 -5%
PWMG
491
Prestige Wealth Management Group
New Jersey
$403K +$6.69K +106 +2%
CW
492
CreativeOne Wealth
Kansas
$401K -$7.33K -116 -2%
PWW
493
Pettyjohn Wood & White
Virginia
$395K
PG
494
Patten Group
Tennessee
$394K +$14.1K +223 +4%
Bessemer Group
495
Bessemer Group
New Jersey
$391K -$31.4K -498 -7%
SFI
496
Siemens Fonds Invest
Germany
$387K +$89.5K +1,418 +30%
Walleye Capital
497
Walleye Capital
New York
$385K -$591K -9,366 -61%
EFS
498
Essex Financial Services
Connecticut
$382K -$1.71K -27 -0.4%
GIM
499
Grassi Investment Management
California
$379K
IAS
500
Insigneo Advisory Services
Florida
$376K +$1.83K +29 +0.5%