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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
DSC
626
Duncker Streett & Co
Missouri
$180K
EP
627
Essential Partners
California
$178K -$87.4K -1,301 -34%
CA
628
CoreCap Advisors
Michigan
$175K +$43.9K +654 +35%
TFIPS
629
Towarzystwo Funduszy Inwestycyjnych PZU SA
$163K +$20.8K +310 +15%
HDIM
630
Hanson & Doremus Investment Management
Vermont
$154K +$6.05K +90 +4%
WAM
631
Wolverine Asset Management
Illinois
$154K
HI
632
Harbour Investments
Wisconsin
$153K +$18.3K +272 +14%
CT
633
Caldwell Trust
Florida
$148K
TF
634
Tompkins Financial
New York
$140K
BWL
635
Bogart Wealth LLC
Virginia
$133K +$2.02K +30 +2%
PIM
636
Plato Investment Management
Australia
$130K
AT
637
Avalon Trust
New Mexico
$127K +$122K +1,809 New
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$125K +$3.09K +46 +3%
M
639
MOTCO
Texas
$122K
LFG
640
Larson Financial Group
Missouri
$122K +$89K +1,325 +320%
CCA
641
Catalyst Capital Advisors
New York
$122K -$1.9M -28,325 -94%
PFBT
642
Parkside Financial Bank & Trust
Missouri
$121K +$5.78K +86 +5%
BBHC
643
Brown Brothers Harriman & Co
New York
$108K +$69.7K +1,038 +203%
CA
644
Clearstead Advisors
Ohio
$105K +$40.7K +606 +68%
PTC
645
Private Trust Company
Ohio
$100K +$51.5K +767 +115%
TC
646
Truvestments Capital
Florida
$96.4K +$3.56K +53 +4%
TCOT
647
Trust Company of Toledo
Ohio
$95.7K
CH
648
Cromwell Holdings
Wyoming
$94.1K +$4.1K +61 +5%
GWM
649
Geneos Wealth Management
Colorado
$92.6K
IBOK
650
Independence Bank of Kentucky
Kentucky
$90.9K

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.