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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
BlackRock
1
BlackRock
New York
$295M -$27.3M -3,163,755 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$269M +$3.94M +457,211 +1%
State Street
3
State Street
Massachusetts
$107M +$4.93M +571,619 +5%
Blackstone Inc
4
Blackstone Inc
New York
$75M
Bank of America
5
Bank of America
North Carolina
$62.8M +$7.48M +867,137 +14%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$51.8M +$12.2M +1,410,044 +31%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$46.5M -$993K -115,225 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$44.1M -$868K -100,719 -2%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$41.3M +$41.1M +4,761,783 New
JP Morgan Chase
10
JP Morgan Chase
New York
$37M -$5.2M -602,792 -12%
Charles Schwab
11
Charles Schwab
California
$35.8M +$127K +14,768 +0.4%
WHG
12
Westwood Holdings Group
Texas
$34.4M +$3.31M +384,277 +11%
Legal & General Group
13
Legal & General Group
United Kingdom
$27.1M -$1.56M -181,306 -5%
H2CM
14
H/2 Credit Manager
Connecticut
$25.9M
Citadel Advisors
15
Citadel Advisors
Florida
$25.4M -$5.16M -598,733 -17%
Northern Trust
16
Northern Trust
Illinois
$24.8M -$2.8M -324,694 -10%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$23.8M +$1.44M +166,953 +6%
Prudential Financial
18
Prudential Financial
New Jersey
$23.5M +$739K +85,749 +4%
CIM
19
Centersquare Investment Management
Pennsylvania
$22.3M +$9.73M +1,128,388 +78%
Morgan Stanley
20
Morgan Stanley
New York
$20.9M +$7.01M +813,320 +51%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$18.3M -$1.51M -175,435 -8%
Goldman Sachs
22
Goldman Sachs
New York
$16.6M -$7.53M -873,562 -31%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$14.6M +$382K +44,363 +3%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$13.8M +$2.01M +233,498 +17%
Millennium Management
25
Millennium Management
New York
$13.5M -$7.24M -839,328 -35%

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.