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BHR

Braemar Hotels & Resorts

121 hedge funds and large institutions have $87.2M invested in Braemar Hotels & Resorts in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $152K | Put options by funds: $139K

1.13% less ownership

Funds ownership: 51.23%50.1% (-1.1%)

4% less funds holding

Funds holding: 126121 (-5)

15% less capital invested

Capital invested by funds: $102M → $87.2M (-$15.1M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

41% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 44

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
44
Closed
18
Calls
$152K
Puts
$139K
Net Calls
+$13K
Net Calls Change
-$525K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$10.9K -$7.13K -2,613 -37%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$10.9K -$3.53K -1,294 -23%
SSG
103
Summit Securities Group
New York
$10.8K +$11.8K +4,322 New
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$10.3K -$15.3K -5,621 -58%
HCA
105
Harbor Capital Advisors
Illinois
$7K +$1.78K +652 +31%
Barrow, Hanley, Mewhinney & Strauss
106
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.24K
AB
107
Amalgamated Bank
New York
$6K
SIC
108
Salem Investment Counselors
North Carolina
$3.69K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$3K -$944 -346 -20%
SCM
110
Sterling Capital Management
North Carolina
$2.83K -$2.66K -974 -46%
T
111
Transce3nd
Texas
$1.51K
EWA
112
EverSource Wealth Advisors
Alabama
$1.4K +$25 +9 +2%
CPG
113
Cornerstone Planning Group
New Jersey
$527
PA
114
Parallel Advisors
California
$388
CCM
115
Coldstream Capital Management
Washington
$381 +$418 +153 New
RIL
116
Rothschild Investment LLC
Illinois
$237 +$259 +95 New
FGA
117
Fortis Group Advisors
New Jersey
$132
FFA
118
Farther Finance Advisors
California
$99
AF
119
Allworth Financial
California
$54 +$3 +1 +4%
TWD
120
True Wealth Design
Ohio
$45 +$49 +18 New
SBH
121
Segall Bryant & Hamill
Illinois
-$350K -116,537 Closed
AWS
122
Atria Wealth Solutions
New York
-$290K -96,695 Closed
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
-$210K -70,000 Closed
PAM
124
Panagora Asset Management
Massachusetts
-$154K -51,469 Closed
WAAG
125
Wealth Alliance Advisory Group
Kansas
-$150K -50,000 Closed

BHR Hedge Fund Activity: Q1 2025 in Review

121 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Braemar Hotels & Resorts (BHR) for Q1 2025, worth a combined $87.2M — down 15% from $102M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BHR and 14 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 26 added.

The largest buyer was Russell Investments Group, adding an estimated $3.67M. The largest seller was BlackRock, cutting an estimated $1.23M.

  • 121 institutional investors held Braemar Hotels & Resorts (BHR) as of Q1 2025, down from 126 in Q4 2024.
  • Funds reported $87.2M of Braemar Hotels & Resorts stock for Q1 2025, down 15% quarter-over-quarter.
  • 14 funds opened new Braemar Hotels & Resorts positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest Braemar Hotels & Resorts buyer in Q1 2025 was Russell Investments Group, an estimated $3.67M added.
  • The largest Braemar Hotels & Resorts seller in Q1 2025 was BlackRock, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2025.