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Summit Hotel Properties

203 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, 47 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

0% more funds holding

Funds holding: 202203 (+1)

0.2% more ownership

Funds ownership: 94.19%94.38% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less capital invested

Capital invested by funds: $563M → $500M (-$62.5M)

48% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 91

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
47
Reduced
91
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
176
Basecamp Wealth Advisors
Washington
$3.33K +$3.57K +683 New
EWA
177
EverSource Wealth Advisors
Alabama
$3.24K -$607 -116 -15%
NA
178
NewEdge Advisors
Louisiana
$3.12K -$373K -71,221 -99%
Optiver Holding
179
Optiver Holding
Netherlands
$3K -$607 -116 -16%
CMBA
180
C.M. Bidwell & Associates
Hawaii
$2.7K
SAM
181
Smartleaf Asset Management
Massachusetts
$2.56K
EP
182
Essential Partners
California
$1.71K +$157 +30 +9%
AF
183
Allworth Financial
California
$1.45K -$235 -45 -13%
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$1.4K +$1.4K +268 New
TWD
185
True Wealth Design
Ohio
$1.39K
RIL
186
Rothschild Investment LLC
Illinois
$1.36K -$549 -105 -27%
NEWAS
187
N.E.W. Advisory Services
Wisconsin
$984
IA
188
IFP Advisors
Florida
$541 -$31 -6 -5%
NSIM
189
North Star Investment Management
Illinois
$453 +$487 +93 New
PFBT
190
Parkside Financial Bank & Trust
Missouri
$395
PWA
191
Provenance Wealth Advisors
Florida
$375
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$346
Simplex Trading
193
Simplex Trading
Illinois
$316 -$1.9K -364 -85%
SWM
194
SHP Wealth Management
Massachusetts
$262 +$282 +54 New
QC
195
Quent Capital
New York
$219
AssetMark Inc
196
AssetMark Inc
California
$131 +$141 +27 New
IAIM
197
International Assets Investment Management
Florida
$131 +$141 +27 New
AW
198
Ankerstar Wealth
Texas
$122 +$131 +25 New
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$122 +$131 +25 New
FHA
200
Flagship Harbor Advisors
Massachusetts
$122 +$131 +25 New