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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.15B +$121M +1,802,515 +3%
BlackRock
2
BlackRock
New York
$3.66B +$88.3M +1,314,040 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.08B +$26M +387,495 +1%
State Street
4
State Street
Massachusetts
$2.04B +$62.4M +928,386 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.89B +$196M +2,916,643 +12%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.08B -$25.5M -379,260 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$872M +$19.3M +287,027 +2%
AAMU
8
APG Asset Management US
New York
$827M
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$502M -$29.3M -435,414 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$462M +$10.8M +160,998 +2%
RC
11
Resolution Capital
Australia
$460M -$26.6M -396,337 -6%
CIM
12
Centersquare Investment Management
Pennsylvania
$454M -$35.1M -522,440 -7%
Northern Trust
13
Northern Trust
Illinois
$448M +$7.32M +108,990 +2%
Invesco
14
Invesco
Georgia
$409M +$69.5M +1,034,634 +21%
Charles Schwab
15
Charles Schwab
California
$403M +$10.5M +156,089 +3%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$389M -$952K -14,174 -0.3%
N
17
Nuveen
North Carolina
$388M +$1.6M +23,854 +0.4%
Legal & General Group
18
Legal & General Group
United Kingdom
$374M -$564K -8,393 -0.2%
Morgan Stanley
19
Morgan Stanley
New York
$370M +$7.68M +114,252 +2%
Deutsche Bank
20
Deutsche Bank
Germany
$271M -$20.1M -299,706 -7%
UBS Group
21
UBS Group
Switzerland
$246M +$138M +2,060,770 +142%
Goldman Sachs
22
Goldman Sachs
New York
$245M -$4.55M -67,648 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$223M +$133M +1,985,474 +165%
Alyeska Investment Group
24
Alyeska Investment Group
Illinois
$203M +$10M +149,523 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$196M -$5.51M -81,953 -3%

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.