We are live on ! Find out more
STWD icon

Starwood Property Trust

507 hedge funds and large institutions have $3.46B invested in Starwood Property Trust in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 200 increasing their positions, 159 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 159

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

2% more funds holding

Funds holding: 499507 (+8)

2% more capital invested

Capital invested by funds: $3.41B → $3.46B (+$58.5M)

0.17% less ownership

Funds ownership: 50.94%50.78% (-0.17%)

11% less call options, than puts

Call options by funds: $111M | Put options by funds: $125M

Holders
507
Holders Change
+8
Holders Change %
+1.6%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
55
Increased
200
Reduced
159
Closed
44
Calls
$111M
Puts
$125M
Net Calls
-$14.3M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
326
Stratos Wealth Partners
Ohio
$249K +$38K +1,955 +19%
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$249K +$1.59K +82 +0.7%
EH
328
Equitable Holdings
New York
$244K +$236K +12,134 New
WAM
329
Walker Asset Management
Missouri
$240K +$5.89K +303 +3%
PS
330
Principal Securities
Iowa
$239K -$137K -7,076 -37%
Jennison Associates
331
Jennison Associates
New York
$235K -$13.5K -694 -6%
CT
332
Clearstead Trust
Maine
$231K -$8.88K -457 -4%
JWCA
333
J.W. Cole Advisors
Florida
$228K +$221K +11,385 New
M&T Bank
334
M&T Bank
New York
$228K -$14.7K -754 -6%
SCM
335
Shelton Capital Management
Colorado
$228K -$5.69K -293 -3%
IWM
336
IHT Wealth Management
Illinois
$226K +$4.06K +209 +2%
CGH
337
Crossmark Global Holdings
Texas
$226K +$7.69K +396 +4%
WIA
338
World Investment Advisors
California
$225K -$8.16K -420 -4%
RIG
339
RiverFront Investment Group
Virginia
$223K -$64K -3,292 -23%
SA
340
Sanctuary Advisors
Indiana
$219K +$12.1K +622 +6%
SFS
341
Summit Financial Strategies
Ohio
$219K
LCM
342
Lazari Capital Management
California
$218K
CL
343
Choreo LLC
Illinois
$215K +$204K +10,484 New
CTC
344
Cetera Trust Company
Minnesota
$215K +$10.3K +530 +5%
TRCT
345
Tower Research Capital (TRC)
New York
$214K -$123K -6,311 -37%
MHS
346
M Holdings Securities
Oregon
$214K +$207K +10,672 New
LBWM
347
Left Brain Wealth Management
Illinois
$213K +$206K +10,625 New
PFPT
348
Pinnacle Financial Partners (Tennessee)
Tennessee
$212K -$129K -6,663 -39%
SWM
349
Spire Wealth Management
Virginia
$211K -$12K -616 -6%
FNBT
350
FineMark National Bank & Trust
Florida
$210K

STWD Hedge Fund Activity: Q2 2025 in Review

507 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2025, worth a combined $3.46B — up 1.7% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new STWD positions and 44 closed out — a net gain of 11 holders — while 200 added to existing stakes and 159 trimmed.

The largest buyer was UBS AM, adding an estimated $19.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $35.3M.

  • 507 institutional investors held Starwood Property Trust (STWD) as of Q2 2025, up from 499 in Q1 2025.
  • Funds reported $3.46B of Starwood Property Trust stock for Q2 2025, up 1.7% quarter-over-quarter.
  • 55 funds opened new Starwood Property Trust positions in Q2 2025 and 44 closed out, a net change of +11 holders.
  • The largest Starwood Property Trust buyer in Q2 2025 was UBS AM, an estimated $19.8M added.
  • The largest Starwood Property Trust seller in Q2 2025 was D.E. Shaw & Co, an estimated $35.3M sold.

Based on aggregated 13F filings for Q2 2025.