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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
SIC
726
SJS Investment Consulting
Ohio
$11K
GBT
727
Grove Bank & Trust
Florida
$10.9K
AGWCA
728
Annis Gardner Whiting Capital Advisors
Florida
$10.8K +$6.05K +90 +141%
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.6K +$10.1K +151 New
NECFA
730
New England Capital Financial Advisors
Connecticut
$10.6K
TCOV
731
Trust Company of Vermont
Vermont
$10.4K +$4.64K +69 +87%
PPC
732
Park Place Capital
Alabama
$10.2K
ZBNA
733
Zions Bancorporation, National Association
Utah
$10.1K +$2.49K +37 +34%
KFI
734
Key Financial Inc
Pennsylvania
$9.7K
RFP
735
Root Financial Partners
California
$9.58K +$9.21K +137 New
WANY
736
Wealthspire Advisors (New York)
New York
$9.3K +$8.94K +133 New
CSC
737
Caldwell Sutter Capital
California
$8.68K
PIS
738
POM Investment Strategies
North Carolina
$8.61K +$8.27K +123 New
FLP
739
Financial Life Planners
Arizona
$8.54K +$8.2K +122 New
AAS
740
Ameritas Advisory Services
Nebraska
$8.33K -$27.5K -410 -78%
DWM
741
Dogwood Wealth Management
Kansas
$8.19K +$1.95K +29 +33%
TFGT
742
TS Financial Group (TSFG)
Illinois
$8K
AWM
743
Activest Wealth Management
Florida
$7.77K +$1.14K +17 +18%
LSA
744
Leonteq Securities AG
Switzerland
$7.7K -$2.15K -32 -23%
PWA
745
Physician Wealth Advisors
Utah
$7.14K +$6.12K +91 +827%
FDW
746
Fourth Dimension Wealth
Ohio
$7K
OAJ
747
Ogorek Anthony Joseph
New York
$7K +$1.54K +23 +28%
RTL
748
Red Tortoise LLC
Georgia
$7K
VFM
749
Vision Financial Markets
Connecticut
$7K +$6.72K +100 New
PMFA
750
Plante Moran Financial Advisors
Michigan
$6.95K

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.