785 hedge funds and large institutions have $28.1B invested in Ventas in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 264 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-11
Holders Change %
-1.38%
% of All Funds
10.53%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
80
Increased
330
Reduced
264
Closed
76
Calls
$41.3M
Puts
$29.6M
Net Calls
+$11.8M
Net Calls Change
+$7.04M
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
701
Gen-Wealth Partners
Michigan
$10.6K
WIM
702
Westside Investment Management
California
$10.3K +$10.3K +164 New
AA
703
Addison Advisors
Vermont
$10.3K
SIC
704
SJS Investment Consulting
Ohio
$9.92K
GBT
705
Grove Bank & Trust
Florida
$9.85K +$3.09K +49 +46%
NECFA
706
New England Capital Financial Advisors
Connecticut
$9.6K +$9.6K +152 New
PPC
707
Park Place Capital
Alabama
$9.18K
NFSG
708
Newbridge Financial Services Group
Florida
$9.1K +$63 +1 +0.7%
KFI
709
Key Financial Inc
Pennsylvania
$8.72K
SO
710
Sierra Ocean
California
$8.03K +$632 +10 +9%
CSC
711
Caldwell Sutter Capital
California
$7.83K
SC
712
SouthState Corp
Florida
$7.45K -$12.3K -194 -62%
DWS
713
Dynamic Wealth Strategies
California
$7.39K -$6.88K -109 -48%
MSWA
714
Marshall & Sterling Wealth Advisors
New York
$7.39K
TFGT
715
TS Financial Group (TSFG)
Illinois
$7K
ZBNA
716
Zions Bancorporation, National Association
Utah
$6.82K -$31.1K -493 -82%
WA
717
WPG Advisers
Maryland
$6.69K
PSFG
718
Park Square Financial Group
Georgia
$6.32K
RTL
719
Red Tortoise LLC
Georgia
$6.32K
FDW
720
Fourth Dimension Wealth
Ohio
$6.31K
PMFA
721
Plante Moran Financial Advisors
Michigan
$6.27K
CPG
722
Cornerstone Planning Group
New Jersey
$6.03K -$3.08K -45 -34%
AWM
723
Activest Wealth Management
Florida
$5.94K -$568 -9 -9%
HHMI
724
Howard Hughes Medical Institute
Maryland
$5.94K +$5.94K +94 New
PWMG
725
Private Wealth Management Group
New Jersey
$5.68K