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Sunstone Hotel Investors

234 hedge funds and large institutions have $1.7B invested in Sunstone Hotel Investors in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 86

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1% less funds holding

Funds holding: 237234 (-3)

3.4% less ownership

Funds ownership: 101.71%98.31% (-3.4%)

12% less capital invested

Capital invested by funds: $1.93B → $1.7B (-$226M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
98
Reduced
86
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$18.7K +$18.6K +2,155 New
Osaic Holdings
202
Osaic Holdings
Arizona
$18.7K +$983 +114 +6%
DB
203
Danske Bank
Denmark
$15.6K +$14.7K +1,700 +1,700%
UB
204
UMB Bank
Missouri
$12.9K -$871 -101 -6%
Lazard Asset Management
205
Lazard Asset Management
New York
$11K -$345 -40 -3%
PS
206
Principal Securities
Iowa
$10.3K +$379 +44 +4%
Bessemer Group
207
Bessemer Group
New Jersey
$8K +$3.01K +349 +61%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$7.79K -$2.03K -235 -21%
HCA
209
Harbor Capital Advisors
Illinois
$7K -$3K -348 -30%
IA
210
IFP Advisors
Florida
$6.42K -$9 -1 Closed
MA
211
MCF Advisors
Kentucky
$6.02K
AAP
212
Arax Advisory Partners
Colorado
$5.45K +$4.41K +512 New
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$4.81K +$3.45K +400 +260%
PA
214
Parallel Advisors
California
$4.57K +$3.91K +454 +631%
PTC
215
Private Trust Company
Ohio
$4.3K
Raymond James Financial
216
Raymond James Financial
Florida
$4.24K -$724K -84,024 -99%
BFS
217
Bare Financial Services
Pennsylvania
$3.78K +$2.67K +310 +248%
MCM
218
MAI Capital Management
Ohio
$3.51K +$3.48K +404 New
Jones Financial Companies
219
Jones Financial Companies
Missouri
$3.33K +$3.22K +373 New
RIL
220
Rothschild Investment LLC
Illinois
$2.47K -$129 -15 -5%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$2.21K -$1.46K -169 -40%
GRP
222
Global Retirement Partners
California
$2.06K +$2.04K +237 New
HNW
223
High Note Wealth
Minnesota
$1.84K +$95 +11 +5%
AF
224
Allworth Financial
California
$1.67K -$491 -57 -23%
CT
225
Clearstead Trust
Maine
$1.18K +$1.17K +136 New

SHO Hedge Fund Activity: Q2 2025 in Review

234 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2025, worth a combined $1.7B — down 12% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SHO and 30 opened new positions — a net loss of 2 holders — while 86 trimmed existing stakes and 98 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $41.1M. The largest seller was Principal Financial Group, cutting an estimated $64.4M.

  • 234 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2025, down from 237 in Q1 2025.
  • Funds reported $1.7B of Sunstone Hotel Investors stock for Q2 2025, down 12% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q2 2025 and 32 closed out, a net change of -2 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2025 was Balyasny Asset Management, an estimated $41.1M added.
  • The largest Sunstone Hotel Investors seller in Q2 2025 was Principal Financial Group, an estimated $64.4M sold.

Based on aggregated 13F filings for Q2 2025.