803 hedge funds and large institutions have $31.4B invested in Ventas in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 338 increasing their positions, 237 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
751
Mowery & Schoenfeld Wealth Management
Illinois
$4.02K
BIA
752
Bell Investment Advisors
California
$3.85K
HWP
753
Highline Wealth Partners
California
$3.66K
MAM
754
Marquette Asset Management
Minnesota
$3.64K
WSFS
755
Wilmington Savings Fund Society
Delaware
$3.36K
FMP
756
Financial Management Professionals
Texas
$3.31K
NFSG
757
Newbridge Financial Services Group
Florida
$3.21K
SC
758
SouthState Corp
Florida
$3.15K
TFA
759
Transamerica Financial Advisors
Florida
$3.1K
CFB
760
Cullen/Frost Bankers
Texas
$3.03K
CA
761
Centerpoint Advisors
Massachusetts
$3K
WOC
762
West Oak Capital
California
$2.93K
CPG
763
Cornerstone Planning Group
New Jersey
$2.83K
GA
764
Guerra Advisors
Florida
$2.66K
AA
765
Ancora Advisors
Ohio
$2.52K
TFM
766
TFC Financial Management
Massachusetts
$2.52K
TIM
767
Tortoise Investment Management
New York
$2.38K
DF
768
Dunhill Financial
United Kingdom
$2.21K
CIAS
769
CBIZ Investment Advisory Services
Ohio
$2.19K
AUB
770
Atlantic Union Bankshares
Virginia
$2.1K
BFS
771
Bare Financial Services
Pennsylvania
$1.89K
Kayne Anderson Rudnick Investment Management
772
Kayne Anderson Rudnick Investment Management
California
$1.82K
HWM
773
HighMark Wealth Management
Minnesota
$1.43K
JSAM
774
J. Safra Asset Management
New York
$1.4K
FGAM
775
Financial Gravity Asset Management
Texas
$1.4K