796 hedge funds and large institutions have $29.7B invested in Ventas in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 329 increasing their positions, 233 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 750796 (+46)

10% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $48.8M

0.79% more ownership

Funds ownership: 97.78%98.57% (+0.79%)

Holders
796
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.5M
Puts
$48.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
626
Harbour Investments
Wisconsin
$130K
BWL
627
Bogart Wealth LLC
Virginia
$128K
AT
628
Avalon Trust
New Mexico
$124K
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$120K
PFBT
630
Parkside Financial Bank & Trust
Missouri
$111K
AAM
631
Advisors Asset Management
Colorado
$101K
TC
632
Truvestments Capital
Florida
$92.7K
QL
633
Quarry LP
New York
$90.3K
MWA
634
Moser Wealth Advisors
Washington
$89.7K
IBOK
635
Independence Bank of Kentucky
Kentucky
$89.3K
CH
636
Cromwell Holdings
Wyoming
$88.9K
CWC
637
Carolinas Wealth Consulting
North Carolina
$87.8K
BONH
638
Bank of New Hampshire
New Hampshire
$86K
SOW
639
State of Wyoming
Wyoming
$77.3K
RF
640
Roxbury Financial
New Jersey
$74.9K
GXJ
641
Global X Japan
Japan
$74.5K
SIM
642
Sentry Investment Management
Wisconsin
$74K
CA
643
Clearstead Advisors
Ohio
$72K
LAMC
644
Longview Asset Management (California)
California
$70.5K
AW
645
Avion Wealth
Texas
$69K
GWSG
646
GPS Wealth Strategies Group
Colorado
$68.9K
MAM
647
Morse Asset Management
Connecticut
$68.8K
LCM
648
Logan Capital Management
Pennsylvania
$68.8K
Lazard Asset Management
649
Lazard Asset Management
New York
$66K
WF
650
Wayfinding Financial
Washington
$66K