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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
SWM
651
Spire Wealth Management
Virginia
$88.1K -$5.31K -79 -6%
BONH
652
Bank of New Hampshire
New Hampshire
$87.5K
GXJ
653
Global X Japan
Japan
$86.2K -$14K -209 -15%
AW
654
Avion Wealth
Texas
$84K -$1.21K -18 -1%
WOSD
655
WFA of San Diego
California
$81.2K
GAM
656
Guinness Asset Management
United Kingdom
$80.5K +$78.2K +1,164 New
GRP
657
Global Retirement Partners
California
$79.9K -$40.7K -606 -35%
SIM
658
Sentry Investment Management
Wisconsin
$78K -$269 -4 -0.3%
OL
659
OneFund LLC
Florida
$76.7K +$2.69K +40 +4%
RF
660
Roxbury Financial
New Jersey
$75.8K
LAMC
661
Longview Asset Management (California)
California
$71.8K
MAM
662
Morse Asset Management
Connecticut
$70K
NS
663
NBC Securities
Alabama
$69.4K +$874 +13 +1%
GWSG
664
GPS Wealth Strategies Group
Colorado
$66.9K -$3.76K -56 -6%
HIA
665
Harbor Investment Advisory
Maryland
$66.1K +$4.03K +60 +7%
IA
666
IFP Advisors
Florida
$57.3K -$10.5K -156 -16%
SSG
667
Summit Securities Group
New York
$54.8K +$32.2K +479 +158%
HCM
668
Hollencrest Capital Management
California
$53.5K
Bank Julius Baer & Co
669
Bank Julius Baer & Co
Switzerland
$47.6K
HFS
670
Hantz Financial Services
Michigan
$47K +$27.6K +411 +161%
ME
671
McIlrath & Eck
Washington
$46K
Loomis, Sayles & Company
672
Loomis, Sayles & Company
Massachusetts
$45.6K +$41.3K +614 +1,659%
PC
673
Promus Capital
Illinois
$45.4K
A
674
AlphaQuest
New York
$45K +$41K +610 +1,848%
CFD
675
Creative Financial Designs
Indiana
$44K -$2.62K -39 -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.