We are live on ! Find out more

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
Lazard Asset Management
876
Lazard Asset Management
New York
-$59K -940 Closed
T
877
Transce3nd
Texas
-$49K -776 Closed
MYIA
878
Mount Yale Investment Advisors
Colorado
-$34.9K -553 Closed
DJSG
879
D.J. St. Germain
Massachusetts
-$18.9K -300 Closed
AG
880
AmeriFlex Group
Nevada
-$17.5K -276 Closed
ST
881
Smithfield Trust
Pennsylvania
-$14K -225 Closed
NC
882
NewSquare Capital
Pennsylvania
-$12.3K -194 Closed
TPWA
883
Twin Peaks Wealth Advisors
California
-$13.1K -191 Closed
SO
884
Sierra Ocean
California
-$8.03K -127 Closed
DWS
885
Dynamic Wealth Strategies
California
-$7.39K -117 Closed
PSFG
886
Park Square Financial Group
Georgia
-$6.32K -100 Closed
SC
887
Solstein Capital
California
-$5.24K -83 Closed
TSMHT
888
Thurston Springer Miller Herd & Titak
Indiana
-$4.23K -67 Closed
GC
889
GFG Capital
Florida
-$3.47K -55 Closed
HWA
890
HHM Wealth Advisors
Tennessee
-$2.9K -46 Closed
WA
891
Whipplewood Advisors
Colorado
-$1.45K -23 Closed
TIM
892
Total Investment Management
Arizona
-$1.33K -21 Closed
SC
893
Stephens Consulting
Michigan
-$1.01K -16 Closed
WCM
894
WealthTrak Capital Management
Virginia
-$948 -15 Closed
ADL
895
Asset Dedication LLC
California
-$695 -11 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.