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INN

Summit Hotel Properties

202 hedge funds and large institutions have $563M invested in Summit Hotel Properties in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more capital invested

Capital invested by funds: $542M → $563M (+$20.5M)

0.66% less ownership

Funds ownership: 94.84%94.19% (-0.66%)

2% less funds holding

Funds holding: 207202 (-5)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

34% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 88

Holders
202
Holders Change
-5
Holders Change %
-2.42%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
58
Reduced
88
Closed
27
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
176
Salomon & Ludwin
Virginia
$6.89K +$6.94K +1,273 New
BNP Paribas Asset Management
177
BNP Paribas Asset Management
France
$6K
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$4.89K -$125 -23 -3%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$4.31K +$4.28K +785 New
EWA
180
EverSource Wealth Advisors
Alabama
$4.29K -$131 -24 -3%
Optiver Holding
181
Optiver Holding
Netherlands
$4.02K +$3.99K +732 New
PS
182
Principal Securities
Iowa
$3.79K
CMBA
183
C.M. Bidwell & Associates
Hawaii
$3.04K
SAM
184
Smartleaf Asset Management
Massachusetts
$2.92K +$365 +67 +15%
RIL
185
Rothschild Investment LLC
Illinois
$2.11K -$518 -95 -20%
WANY
186
Wealthspire Advisors (New York)
New York
$2.07K +$2.06K +377 New
Bessemer Group
187
Bessemer Group
New Jersey
$2K +$1.9K +348 +512%
Simplex Trading
188
Simplex Trading
Illinois
$2K +$2.34K +429 New
AF
189
Allworth Financial
California
$1.88K +$971 +178 +108%
EP
190
Essential Partners
California
$1.76K
TWD
191
True Wealth Design
Ohio
$1.57K
CT
192
Clearstead Trust
Maine
$1.14K
NEWAS
193
N.E.W. Advisory Services
Wisconsin
$1.11K
CMA
194
Cedar Mountain Advisors
Oregon
$983 +$976 +179 New
IA
195
IFP Advisors
Florida
$642 +$153 +28 +31%
AGWCA
196
Annis Gardner Whiting Capital Advisors
Florida
$626
PFBT
197
Parkside Financial Bank & Trust
Missouri
$445
PWA
198
Provenance Wealth Advisors
Florida
$423
HNB
199
Huntington National Bank
Ohio
$406
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$390

INN Hedge Fund Activity: Q3 2025 in Review

202 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Summit Hotel Properties (INN) for Q3 2025, worth a combined $563M — up 3.8% from $542M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of INN and 23 opened new positions — a net loss of 4 holders — while 88 trimmed existing stakes and 58 added.

The largest buyer was UBS Group, adding an estimated $6.01M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $4M.

  • 202 institutional investors held Summit Hotel Properties (INN) as of Q3 2025, down from 207 in Q2 2025.
  • Funds reported $563M of Summit Hotel Properties stock for Q3 2025, up 3.8% quarter-over-quarter.
  • 23 funds opened new Summit Hotel Properties positions in Q3 2025 and 27 closed out, a net change of -4 holders.
  • The largest Summit Hotel Properties buyer in Q3 2025 was UBS Group, an estimated $6.01M added.
  • The largest Summit Hotel Properties seller in Q3 2025 was Jacobs Levy Equity Management, an estimated $4M sold.

Based on aggregated 13F filings for Q3 2025.