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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
HHMI
751
Howard Hughes Medical Institute
Maryland
$6.79K +$202 +3 +3%
PWMG
752
Private Wealth Management Group
New Jersey
$6.3K
MSWA
753
Marshall & Sterling Wealth Advisors
New York
$6.16K -$1.95K -29 -25%
AF
754
Advisornet Financial
Minnesota
$6.16K +$739 +11 +14%
FFO
755
Fortitude Family Office
Arizona
$6.09K +$538 +8 +10%
HNW
756
High Note Wealth
Minnesota
$5.95K -$134 -2 -2%
S
757
Sachetta
Massachusetts
$5.75K
WA
758
Westfuller Advisors
New York
$5.64K +$5.38K +80 New
SS
759
Sunbelt Securities
Texas
$5.18K +$4.97K +74 New
TFG
760
Team Financial Group
California
$5.06K
T. Rowe Price Investment Management
761
T. Rowe Price Investment Management
Maryland
$5K +$4.7K +70 New
AWM
762
Abound Wealth Management
Tennessee
$4.97K
SHIM
763
Stone House Investment Management
Pennsylvania
$4.9K +$4.7K +70 New
JWM
764
JPL Wealth Management
Colorado
$4.48K +$4.3K +64 New
ACM
765
Anfield Capital Management
California
$4.48K
Q1WB
766
Quest 10 Wealth Builders
Virginia
$4.35K
AAG
767
Armstrong Advisory Group
Massachusetts
$4.13K
CWP
768
Clark Wealth Partners
Illinois
$4.1K +$2.08K +31 +141%
MSWM
769
Mowery & Schoenfeld Wealth Management
Illinois
$4.02K
BIA
770
Bell Investment Advisors
California
$3.85K -$403 -6 -10%
HWP
771
Highline Wealth Partners
California
$3.66K +$403 +6 +13%
MAM
772
Marquette Asset Management
Minnesota
$3.64K +$3.49K +52 New
WSFS
773
Wilmington Savings Fund Society
Delaware
$3.36K -$15.3K -227 -83%
FMP
774
Financial Management Professionals
Texas
$3.31K
NFSG
775
Newbridge Financial Services Group
Florida
$3.21K -$6.58K -98 -68%

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.