795 hedge funds and large institutions have $29.7B invested in Ventas in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 329 increasing their positions, 233 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+46
Holders Change %
+6.14%
% of All Funds
10.8%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
126
Increased
329
Reduced
233
Closed
65
Calls
$53.5M
Puts
$48.8M
Net Calls
+$4.73M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VIM
501
Vista Investment Management
Pennsylvania
$365K -$5.16K -75 -1%
WIM
502
Warwick Investment Management
Texas
$365K +$365K +5,310 New
VSQM
503
V-Square Quantitative Management
Illinois
$362K -$34.7K -505 -9%
SFA
504
Sequoia Financial Advisors
Ohio
$360K +$5.02K +73 +1%
CCA
505
Checchi Capital Advisers
California
$359K +$110K +1,600 +44%
AC
506
Avestar Capital
New York
$357K +$13.5K +196 +4%
PCS
507
Personal CFO Solutions
New Jersey
$357K +$550 +8 +0.2%
SPA
508
Sherbrooke Park Advisers
New York
$357K +$357K +5,187 New
OIA
509
OneDigital Investment Advisors
Kansas
$352K +$3.58K +52 +1%
LS
510
Livforsakringsbolaget Skandia
Sweden
$351K
EIA
511
Edgemoor Investment Advisors
Maryland
$351K
RWMH
512
Riverpoint Wealth Management Holdings
Illinois
$350K
RBFC
513
Roman Butler Fullerton & Co
Missouri
$346K -$10.2K -151 -3%
NSIM
514
North Star Investment Management
Illinois
$341K -$27.5K -400 -7%
PMA
515
Prudent Man Advisors
Illinois
$341K
CFSG
516
Community Financial Services Group
Vermont
$336K -$182K -2,645 -35%
SMA
517
Sage Mountain Advisors
Georgia
$335K +$13.8K +201 +4%
CTC
518
Cetera Trust Company
Minnesota
$328K
BTI
519
Blue Trust Inc
Georgia
$328K +$47.4K +690 +17%
SW
520
SVB Wealth
Massachusetts
$326K -$32.5K -472 -9%
KAS
521
KPP Advisory Services
Kentucky
$325K -$15.8K -230 -5%
SFI
522
Siemens Fonds Invest
Germany
$324K +$25.6K +372 +9%
MPM
523
MBB Public Markets
Illinois
$323K +$323K +4,694 New
SI
524
Stephens Inc
Arkansas
$320K -$17.1K -249 -5%
CM
525
Cercano Management
Washington
$317K