795 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
Holders
795
Holders Change
+46
Holders Change %
+6.14%
% of All Funds
10.8%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
126
Increased
329
Reduced
233
Closed
65
Calls
$53.5M
Puts
$48.8M
Net Calls
+$4.73M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SO
726
Sierra Ocean
California
$8.05K
MSWA
727
Marshall & Sterling Wealth Advisors
New York
$8.05K +$8.05K +117 New
WT
728
Washington Trust
Rhode Island
$7.58K +$551 +8 +8%
GBT
729
Grove Bank & Trust
Florida
$7.36K
WA
730
WPG Advisers
Maryland
$7.29K +$5.5K +80 +308%
AWM
731
Activest Wealth Management
Florida
$7.08K +$6.74K +98 +1,960%
TFGT
732
TS Financial Group (TSFG)
Illinois
$7K
OAJ
733
Ogorek Anthony Joseph
New York
$7K +$7K +103 New
PSFG
734
Park Square Financial Group
Georgia
$6.88K -$6.88K -100 -50%
FDW
735
Fourth Dimension Wealth
Ohio
$6.88K
RTL
736
Red Tortoise LLC
Georgia
$6.88K
PMFA
737
Plante Moran Financial Advisors
Michigan
$6.83K
OP
738
ORG Partners
Indiana
$6.3K +$1.94K +28 +44%
PWMG
739
Private Wealth Management Group
New Jersey
$6.19K -$69 -1 -1%
SC
740
Stephens Consulting
Michigan
$6.19K
HNW
741
High Note Wealth
Minnesota
$5.98K +$550 +8 +10%
FFO
742
Fortitude Family Office
Arizona
$5.5K
TCOV
743
Trust Company of Vermont
Vermont
$5.43K
SL
744
Salomon & Ludwin
Virginia
$5.09K
AWM
745
Abound Wealth Management
Tennessee
$4.89K -$619 -9 -11%
AGWCA
746
Annis Gardner Whiting Capital Advisors
Florida
$4.4K
ACM
747
Anfield Capital Management
California
$4.4K
HWP
748
Highline Wealth Partners
California
$4.34K +$2.48K +36 +133%
S
749
Sachetta
Massachusetts
$4.33K -$138 -2 -3%
Q1WB
750
Quest 10 Wealth Builders
Virginia
$4.28K