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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
PCS
551
Personal CFO Solutions
New Jersey
$303K -$58.7K -873 -17%
IWM
552
IHT Wealth Management
Illinois
$301K +$6.25K +93 +2%
SPIA
553
Steward Partners Investment Advisory
New York
$300K +$11.5K +171 +4%
CMMS
554
Comprehensive Money Management Services
Florida
$300K
CI
555
Cigna Investments
Connecticut
$298K
EWA
556
EverSource Wealth Advisors
Alabama
$297K +$66K +982 +30%
SC
557
Syon Capital
California
$296K +$13.9K +207 +5%
FTC
558
Farmers Trust Company
Ohio
$294K -$7.39K -110 -3%
AIP
559
Ameritas Investment Partners
Nebraska
$290K -$7.93K -118 -3%
MAS
560
Meeder Advisory Services
Ohio
$288K +$5.38K +80 +2%
DWA
561
Dorsey Wright & Associates
California
$287K -$6.18K -92 -2%
GLA
562
Great Lakes Advisors
Illinois
$286K +$275K +4,087 New
Wolverine Trading
563
Wolverine Trading
Illinois
$286K +$277K +4,129 New
SI
564
Stephens Inc
Arkansas
$285K -$61.1K -910 -18%
WA
565
Wealth Alliance
New York
$284K +$6.45K +96 +2%
WWC
566
Waypoint Wealth Counsel
Georgia
$283K +$272K +4,050 New
SWP
567
Stratos Wealth Partners
Ohio
$283K -$48.9K -727 -15%
CI
568
CX Institutional
Indiana
$279K +$49.3K +733 +23%
TCWA
569
Turtle Creek Wealth Advisors
Texas
$279K +$53.1K +791 +25%
PS
570
Planned Solutions
California
$278K
PA
571
Parallel Advisors
California
$278K +$11.8K +175 +5%
EW
572
Evoke Wealth
California
$277K +$265K +3,937 New
NSEDCP
573
NJ State Employees Deferred Compensation Plan
New Jersey
$275K
Brown Advisory
574
Brown Advisory
Maryland
$273K -$16.9K -252 -6%
CW
575
CreativeOne Wealth
Kansas
$271K -$166K -2,475 -39%

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.