749 hedge funds and large institutions have $25.2B invested in Ventas in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 299 increasing their positions, 229 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+36
Holders Change %
+5.05%
% of All Funds
9.97%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
114
Increased
299
Reduced
229
Closed
70
Calls
$47.7M
Puts
$45.6M
Net Calls
+$2.03M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Shares
Change %
A
676
AlphaQuest
New York
$7.66K +$7.66K +130 New
CPG
677
Cornerstone Planning Group
New Jersey
$7.5K +$806 +13 +12%
CSC
678
Caldwell Sutter Capital
California
$7.3K
FLP
679
Financial Life Planners
Arizona
$7.03K +$7.03K +119 New
SO
680
Sierra Ocean
California
$6.89K +$6.89K +117 New
OC
681
Oarsman Capital
Wisconsin
$6.83K
GBT
682
Grove Bank & Trust
Florida
$6.3K +$3.06K +52 +95%
DP
683
Denver PWM
Colorado
$6.16K +$6.16K +105 New
WT
684
Washington Trust
Rhode Island
$6.04K
TFGT
685
TS Financial Group (TSFG)
Illinois
$6K
RTL
686
Red Tortoise LLC
Georgia
$5.89K
FDW
687
Fourth Dimension Wealth
Ohio
$5.89K +$5.89K +100 New
PMFA
688
Plante Moran Financial Advisors
Michigan
$5.85K
PWMG
689
Private Wealth Management Group
New Jersey
$5.36K -$1.65K -28 -24%
SC
690
Stephens Consulting
Michigan
$5.3K
AF
691
Advisornet Financial
Minnesota
$5.01K -$3.89K -66 -44%
AWM
692
Abound Wealth Management
Tennessee
$4.72K +$825 +14 +21%
FFO
693
Fortitude Family Office
Arizona
$4.71K +$59 +1 +1%
TCOV
694
Trust Company of Vermont
Vermont
$4.65K
HNW
695
High Note Wealth
Minnesota
$4.65K +$4.65K +79 New
DF
696
Dunhill Financial
United Kingdom
$4.38K +$1.13K +19 +35%
SL
697
Salomon & Ludwin
Virginia
$4.36K
BF
698
BOK Financial
Oklahoma
$4.19K -$230 -4 -5%
RCM
699
Raleigh Capital Management
North Carolina
$4.06K -$589 -10 -13%
S
700
Sachetta
Massachusetts
$3.83K -$6.78K -115 -64%