796 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 750796 (+46)

10% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $48.8M

0.79% more ownership

Funds ownership: 97.78%98.57% (+0.79%)

Holders
796
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.5M
Puts
$48.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
751
Quest 10 Wealth Builders
Virginia
$4.28K
BIA
752
Bell Investment Advisors
California
$4.2K
MSWM
753
Mowery & Schoenfeld Wealth Management
Illinois
$3.95K
DF
754
Dunhill Financial
United Kingdom
$3.77K
WOC
755
West Oak Capital
California
$3.75K
FMP
756
Financial Management Professionals
Texas
$3.44K
HWA
757
HHM Wealth Advisors
Tennessee
$3.16K
CA
758
Centerpoint Advisors
Massachusetts
$3K
TSMHT
759
Thurston Springer Miller Herd & Titak
Indiana
$2.54K
HFS
760
Hughes Financial Services
Virginia
$2.49K
TFM
761
TFC Financial Management
Massachusetts
$2.48K
TWD
762
True Wealth Design
Ohio
$2.27K
A
763
AlphaQuest
New York
$2.27K
DWM
764
Dogwood Wealth Management
Kansas
$1.93K
CA
765
Continuum Advisory
Idaho
$1.86K
CIAS
766
CBIZ Investment Advisory Services
Ohio
$1.66K
WA
767
Whipplewood Advisors
Colorado
$1.58K
HWM
768
HighMark Wealth Management
Minnesota
$1.41K
WCM
769
WealthTrak Capital Management
Virginia
$1.38K
FGAM
770
Financial Gravity Asset Management
Texas
$1.38K
RPA
771
Redwood Park Advisors
California
$1.31K
PWA
772
Principia Wealth Advisory
Texas
$1.25K
RWM
773
Rialto Wealth Management
New York
$1.24K
GP
774
Greenline Partners
New York
$1.24K
FNWA
775
Financial Network Wealth Advisors
Utah
$1.17K