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
10.53%
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 %
CCP
576
Carmel Capital Partners
California
$238K -$258K -4,091 -52%
JWA
577
JFS Wealth Advisors
Pennsylvania
$234K +$75.8K +1,200 +48%
QIM
578
Quest Investment Management
Oregon
$228K +$228K +3,613 New
PPWP
579
Premier Path Wealth Partners
New Jersey
$224K -$1.58K -25 -0.7%
PCG
580
Prosperity Consulting Group
Maryland
$222K -$1.58K -25 -0.7%
GWAG
581
Garrett Wealth Advisory Group
Texas
$219K +$1.52K +24 +0.7%
KCM
582
Kathmere Capital Management
Pennsylvania
$219K -$53K -839 -20%
NP
583
Nilsine Partners
Colorado
$218K +$218K +3,451 New
CFSG
584
Community Financial Services Group
Vermont
$210K -$98.6K -1,562 -32%
GJWM
585
Gilliland Jeter Wealth Management
Arkansas
$210K
EWA
586
EverSource Wealth Advisors
Alabama
$206K +$40.3K +638 +24%
HWA
587
Hilltop Wealth Advisors
North Carolina
$205K -$1.14K -18 -0.6%
SFS
588
Sowell Financial Services
Arkansas
$205K +$7.64K +121 +4%
CI
589
CX Institutional
Indiana
$205K -$568 -9 -0.3%
CP
590
Camelot Portfolios
Ohio
$203K -$6.88K -109 -3%
NI
591
Natural Investments
California
$203K +$6.69K +106 +3%
TCWA
592
Turtle Creek Wealth Advisors
Texas
$201K +$201K +3,190 New
Group One Trading
593
Group One Trading
Illinois
$201K -$6.38K -101 -3%
FC
594
Franchise Capital
Cayman Islands
$200K +$171K +2,702 +575%
EB
595
Eastern Bank
Massachusetts
$196K -$12.6K -200 -6%
FDP
596
Financiere des Professionnels
Quebec, Canada
$196K +$196K +3,105 New
UB
597
UMB Bank
Missouri
$168K -$24.4K -387 -13%
API
598
Asset Planning Inc
California
$165K +$947 +15 +0.6%
DSC
599
Duncker Streett & Co
Missouri
$162K
AC
600
AlphaCore Capital
California
$161K +$161K +2,562 New