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Sunstone Hotel Investors

238 hedge funds and large institutions have $1.93B invested in Sunstone Hotel Investors in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.87% less ownership

Funds ownership: 102.58%101.71% (-0.87%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 243238 (-5)

21% less capital invested

Capital invested by funds: $2.44B → $1.93B (-$514M)

23% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 100

Holders
238
Holders Change
-5
Holders Change %
-2.06%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
77
Reduced
100
Closed
35
Calls
$95K
Puts
Net Calls
+$95K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$19K -$2.33K -215 -10%
VCM
202
Versant Capital Management
Arizona
$17K +$11.1K +1,028 +132%
UB
203
UMB Bank
Missouri
$15K +$3.58K +330 +26%
PS
204
Principal Securities
Iowa
$13.5K
Lazard Asset Management
205
Lazard Asset Management
New York
$12K
AssetMark Inc
206
AssetMark Inc
California
$11K -$190K -17,543 -94%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$11K -$7.06K -651 -36%
HCA
208
Harbor Capital Advisors
Illinois
$11K +$8.33K +768 +201%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$10.7K +$2.32K +214 +23%
MA
210
MCF Advisors
Kentucky
$6.53K
Bessemer Group
211
Bessemer Group
New Jersey
$5K +$488 +45 +8%
PTC
212
Private Trust Company
Ohio
$4.66K
PFBT
213
Parkside Financial Bank & Trust
Missouri
$3.99K +$4.42K +408 +2,550%
CCM
214
Coldstream Capital Management
Washington
$3.07K +$3.54K +326 New
HFS
215
Hantz Financial Services
Michigan
$3K +$174 +16 +6%
RIL
216
Rothschild Investment LLC
Illinois
$2.82K +$1.36K +125 +71%
LC
217
Lindbrook Capital
California
$2.45K -$694 -64 -20%
AF
218
Allworth Financial
California
$2.01K +$130 +12 +5%
HNW
219
High Note Wealth
Minnesota
$1.89K +$2.18K +201 New
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$1.45K -$434 -40 -21%
BFS
221
Bare Financial Services
Pennsylvania
$1.18K +$1.36K +125 New
QC
222
Quent Capital
New York
$988
DB
223
Danske Bank
Denmark
$941
AF
224
Advisornet Financial
Minnesota
$725 +$835 +77 New
PA
225
Parallel Advisors
California
$680 -$423 -39 -35%

SHO Hedge Fund Activity: Q1 2025 in Review

238 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2025, worth a combined $1.93B — down 21% from $2.44B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SHO and 32 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 77 added.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $49.4M. The largest seller was Citadel Advisors, cutting an estimated $37.4M.

  • 238 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2025, down from 243 in Q4 2024.
  • Funds reported $1.93B of Sunstone Hotel Investors stock for Q1 2025, down 21% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q1 2025 and 35 closed out, a net change of -3 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2025 was Massachusetts Financial Services, an estimated $49.4M added.
  • The largest Sunstone Hotel Investors seller in Q1 2025 was Citadel Advisors, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2025.