INN

Summit Hotel Properties

200 hedge funds and large institutions have $500M invested in Summit Hotel Properties in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

11% less capital invested

Capital invested by funds: $562M → $500M (-$62.1M)

49% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 91

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.29M
2 +$1.89M
3 +$1.52M
4
Charles Schwab
Charles Schwab
California
+$1.46M
5
Jane Street
Jane Street
New York
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$3.24K
NA
177
NewEdge Advisors
Louisiana
$3.12K
Optiver Holding
178
Optiver Holding
Netherlands
$3K
CMBA
179
C.M. Bidwell & Associates
Hawaii
$2.7K
SAM
180
Smartleaf Asset Management
Massachusetts
$2.56K
AF
181
Allworth Financial
California
$1.45K
Los Angeles Capital Management
182
Los Angeles Capital Management
California
$1.4K
TWD
183
True Wealth Design
Ohio
$1.39K
RIL
184
Rothschild Investment LLC
Illinois
$1.36K
NEWAS
185
N.E.W. Advisory Services
Wisconsin
$984
IA
186
IFP Advisors
Florida
$541
NSIM
187
North Star Investment Management
Illinois
$453
PFBT
188
Parkside Financial Bank & Trust
Missouri
$395
PWA
189
Provenance Wealth Advisors
Florida
$375
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$346
Simplex Trading
191
Simplex Trading
Illinois
$316
QC
192
Quent Capital
New York
$219
AssetMark Inc
193
AssetMark Inc
California
$131
IAIM
194
International Assets Investment Management
Florida
$131
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$122
FHA
196
Flagship Harbor Advisors
Massachusetts
$122
AW
197
Ankerstar Wealth
Texas
$122
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$97
GWM
199
Gilpin Wealth Management
Colorado
$44
DF
200
Dunhill Financial
United Kingdom
$19