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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
DC
526
Davenport & Co
Virginia
$365K +$46.1K +686 +15%
OTPPB
527
Ontario Teachers' Pension Plan Board
Ontario, Canada
$365K +$350K +5,208 New
EI
528
Ellevest Inc
New York
$360K -$175K -2,601 -34%
EIA
529
Edgemoor Investment Advisors
Maryland
$357K
RWMH
530
Riverpoint Wealth Management Holdings
Illinois
$357K
AFG
531
Atomi Financial Group
New York
$357K +$18.3K +272 +6%
KCM
532
Kathmere Capital Management
Pennsylvania
$355K +$108K +1,613 +47%
OIA
533
OneDigital Investment Advisors
Kansas
$349K -$17.6K -262 -5%
CTC
534
Cetera Trust Company
Minnesota
$341K
RBFC
535
Roman Butler Fullerton & Co
Missouri
$339K +$1.01K +15 +0.3%
LS
536
Livforsakringsbolaget Skandia
Sweden
$329K -$26.9K -400 -8%
JSW
537
Journey Strategic Wealth
New Jersey
$327K +$314K +4,667 New
KAS
538
KPP Advisory Services
Kentucky
$323K
CM
539
Cercano Management
Washington
$323K
CCA
540
Checchi Capital Advisers
California
$322K +$11.7K +174 +4%
BCP
541
Blackhawk Capital Partners
Wisconsin
$321K +$53.7K +799 +21%
CA
542
Commerzbank Aktiengesellschaft
Germany
$319K
NAM
543
NorthCrest Asset Manangement
Minnesota
$318K +$310K +4,617 New
FTUS
544
Flow Traders U.S.
New York
$316K +$304K +4,522 New
AWM
545
AE Wealth Management
Kansas
$315K +$302K +4,498 New
NSIM
546
North Star Investment Management
Illinois
$313K +$470 +7 +0.2%
FIA
547
Foundations Investment Advisors
Arizona
$311K +$9.68K +144 +3%
SAI
548
Savvy Advisors Inc
New York
$311K +$299K +4,447 New
WTC
549
WhitTier Trust Company
Nevada
$311K
TNA
550
True North Advisors
Texas
$304K +$2.82K +42 +1%

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.