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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
VA
601
VestGen Advisors
Illinois
$228K +$219K +3,255 New
CP
602
Camelot Portfolios
Ohio
$222K -$3.09K -46 -1%
FC
603
Franchise Capital
Cayman Islands
$222K
LAM
604
Longboard Asset Management
Arizona
$222K +$213K +3,165 New
IA
605
IFG Advisory
Georgia
$221K +$212K +3,157 New
PPWP
606
Premier Path Wealth Partners
New Jersey
$221K -$26.3K -391 -11%
SW
607
Simplicity Wealth
New Jersey
$220K +$211K +3,147 New
SF
608
Synovus Financial
Georgia
$219K +$210K +3,129 New
SAM
609
Smartleaf Asset Management
Massachusetts
$219K +$106K +1,580 +100%
CFSG
610
Community Financial Services Group
Vermont
$219K -$13.4K -199 -6%
PCIA
611
Prime Capital Investment Advisors
Kansas
$218K +$209K +3,117 New
EB
612
Eastern Bank
Massachusetts
$218K
PCM
613
Prelude Capital Management
New York
$217K -$985K -14,662 -83%
BOS
614
Bank of Stockton
California
$212K -$67.2K -1,000 -25%
NP
615
Nilsine Partners
Colorado
$212K -$28.4K -423 -12%
CC
616
Centiva Capital
New York
$208K -$1.34M -19,997 -87%
MYLI
617
Meiji Yasuda Life Insurance
Japan
$208K +$199K +2,969 New
LFA
618
Legacy Financial Advisors
Kentucky
$205K +$197K +2,932 New
KP
619
Keel Point
Alabama
$204K +$196K +2,916 New
TCA
620
Transcend Capital Advisors
New Jersey
$204K +$195K +2,909 New
AWM
621
Angeles Wealth Management
California
$203K +$195K +2,896 New
CS
622
Capital Square
Tennessee
$201K +$193K +2,872 New
UB
623
UMB Bank
Missouri
$188K +$1.81K +27 +1%
HNB
624
Huntington National Bank
Ohio
$185K +$32.9K +489 +23%
API
625
Asset Planning Inc
California
$184K +$1.07K +16 +0.6%

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.