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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
10.82%
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
LFA
801
LGT Financial Advisors
Texas
$1.12K
AP
802
Aspect Partners
Virginia
$1.12K +$470 +7 +78%
TCB
803
Texas Capital Bancshares
Texas
$1.05K +$1.01K +15 New
BFS
804
Burkett Financial Services
South Carolina
$1K
HWM
805
Hemington Wealth Management
Virginia
$1K -$134 -2 -11%
WA
806
WPG Advisers
Maryland
$980 -$6.18K -92 -87%
CIA
807
Cape Investment Advisory
Georgia
$910 -$16.5K -246 -95%
NL
808
NVWM LLC
Pennsylvania
$700
FC
809
Financial Consulate
Maryland
$700 +$672 +10 New
WWA
810
Wealth Watch Advisors
Colorado
$630 +$605 +9 New
WW
811
Winnow Wealth
Texas
$630 +$605 +9 New
ACA
812
American Capital Advisory
Idaho
$560 -$202 -3 -27%
BIM
813
Breakwater Investment Management
Washington
$560 +$538 +8 New
RWM
814
Rialto Wealth Management
New York
$560 +$538 +8 New
ECM
815
Estabrook Capital Management
New York
$490
PG
816
Proffitt & Goodson
Tennessee
$490 +$470 +7 New
VWA
817
Valued Wealth Advisors
Utah
$420
IAS
818
IMA Advisory Services
Colorado
$352
HC
819
Hurley Capital
New York
$350 +$336 +5 New
TPBG
820
Turning Point Benefit Group
Maryland
$281 +$269 +4 New
QWM
821
Quaker Wealth Management
New Jersey
$280
DCM
822
Davis Capital Management
Florida
$280 +$269 +4 New
DF
823
DecisionPoint Financial
Arizona
$211
BHWM
824
Beaird Harris Wealth Management
Texas
$210 +$202 +3 New
Norges Bank
825
Norges Bank
Norway
-$345M -5,459,059 Closed

VTR Hedge Fund Activity: Q3 2025 in Review

824 of the 7,619 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.