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
UFF
776
USA Financial Formulas
Michigan
$1.1K
CT
777
Colonial Trust
South Carolina
$1.03K
Kayne Anderson Rudnick Investment Management
778
Kayne Anderson Rudnick Investment Management
California
$1.03K
HWM
779
Hemington Wealth Management
Virginia
$1K
BFS
780
Burkett Financial Services
South Carolina
$970
PWA
781
Physician Wealth Advisors
Utah
$757
ADL
782
Asset Dedication LLC
California
$757
SFCL
783
Strengthening Families & Communities LLC
Massachusetts
$756
NL
784
NVWM LLC
Pennsylvania
$688
OCM
785
Osterweis Capital Management
California
$688
CIAM
786
Caitong International Asset Management
Hong Kong
$619
AP
787
Aspect Partners
Virginia
$619
WW
788
Winnow Wealth
Texas
$614
ECM
789
Estabrook Capital Management
New York
$481
VWA
790
Valued Wealth Advisors
Utah
$416
HHGA
791
Halbert Hargrove Global Advisors
California
$413
BMC
792
Bear Mountain Capital
Washington
$353
SFG
793
Stonebridge Financial Group
Pennsylvania
$344
ACA
794
American Capital Advisory
Idaho
$207
GA
795
GoalVest Advisory
New York
$206
WBC
796
West Branch Capital
Massachusetts
$69
Norges Bank
797
Norges Bank
Norway
SFM
798
Soros Fund Management
New York
N
799
Natixis
France
BC
800
Brookfield Corp
Ontario, Canada