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 %
AIP
551
Ameritas Investment Partners
Nebraska
$269K +$9.79K +155 +4%
Lido Advisors
552
Lido Advisors
California
$268K +$34.3K +539 +15%
CI
553
Cigna Investments
Connecticut
$268K +$3.28K +52 +1%
DWA
554
Dorsey Wright & Associates
California
$265K +$265K +4,190 New
IWM
555
IHT Wealth Management
Illinois
$264K -$12.4K -196 -4%
Brown Advisory
556
Brown Advisory
Maryland
$262K +$7.14K +113 +3%
SPIA
557
Steward Partners Investment Advisory
New York
$260K +$78.9K +1,250 +44%
DT
558
Diversified Trust
Tennessee
$259K -$8.46K -134 -3%
C
559
Certuity
Florida
$258K -$2.21K -35 -0.9%
CAS
560
Coppell Advisory Solutions
Texas
$255K +$42.4K +675 +20%
MAS
561
Meeder Advisory Services
Ohio
$255K +$6.82K +108 +3%
BOS
562
Bank of Stockton
California
$254K +$1.9K +30 +0.8%
SC
563
Syon Capital
California
$254K +$22.7K +360 +10%
WA
564
Waverly Advisors
Alabama
$254K +$8.34K +132 +3%
PS
565
Planned Solutions
California
$251K
WA
566
Wealth Alliance
New York
$250K -$8.9K -141 -3%
NSEDCP
567
NJ State Employees Deferred Compensation Plan
New Jersey
$248K
VEA
568
Virtus ETF Advisers
New York
$246K -$246K -3,900 -50%
KWM
569
Kingsview Wealth Management
Oregon
$245K -$187K -2,962 -43%
ASN
570
Advisory Services Network
Georgia
$244K +$8.94K +133 +4%
Envestnet Portfolio Solutions
571
Envestnet Portfolio Solutions
Illinois
$243K +$16.3K +258 +7%
MPM
572
MBB Public Markets
Illinois
$242K -$54.1K -857 -18%
PA
573
Parallel Advisors
California
$240K -$4.42K -70 -2%
BCP
574
Blackhawk Capital Partners
Wisconsin
$239K +$4.74K +75 +2%
SL
575
Summitry LLC
California
$238K -$316 -5 -0.1%