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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
SFI
501
Siemens Fonds Invest
Germany
$436K +$7.05K +105 +2%
PAG
502
Private Advisor Group
New Jersey
$434K -$124K -1,849 -23%
PA
503
Profund Advisors
Maryland
$428K +$52.7K +784 +15%
Lido Advisors
504
Lido Advisors
California
$426K +$123K +1,828 +43%
PG
505
Patten Group
Tennessee
$420K -$16.3K -243 -4%
LWAM
506
Legacy Wealth Asset Management
Minnesota
$419K +$111K +1,645 +38%
NA
507
NewEdge Advisors
Louisiana
$415K +$285K +4,237 +251%
PWW
508
Pettyjohn Wood & White
Virginia
$415K -$21.8K -325 -5%
SPFA
509
Summit Place Financial Advisors
New Jersey
$413K
BC
510
Bayforest Capital
United Kingdom
$413K +$396K +5,898 New
WA
511
Waverly Advisors
Alabama
$410K +$123K +1,826 +45%
IAS
512
Insigneo Advisory Services
Florida
$408K -$8.33K -124 -2%
PS
513
Principal Securities
Iowa
$408K +$13K +193 +3%
MWM
514
Manske Wealth Management
Texas
$407K -$6.72K -100 -2%
MYAM
515
Meiji Yasuda Asset Management
Japan
$406K -$3.43K -51 -0.9%
FC
516
Farringdon Capital
United Kingdom
$396K +$380K +5,652 New
FFA
517
Farther Finance Advisors
California
$391K +$33.4K +497 +10%
BTI
518
Blue Trust Inc
Georgia
$391K +$14.9K +222 +4%
FTWA
519
Fifth Third Wealth Advisors
Ohio
$390K +$12.1K +180 +3%
BA
520
Bridgewater Advisors
New York
$382K +$28.6K +426 +7%
WFI
521
West Family Investments
California
$374K +$3.76K +56 +1%
VIM
522
Vista Investment Management
Pennsylvania
$370K
SMA
523
Sage Mountain Advisors
Georgia
$366K +$46.8K +697 +15%
GS
524
GTS Securities
New York
$366K -$12K -179 -3%
GWMR
525
GC Wealth Management RIA
Massachusetts
$365K +$350K +5,214 New

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.