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Starwood Property Trust

499 hedge funds and large institutions have $3.46B invested in Starwood Property Trust in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 198 increasing their positions, 157 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $3.33B → $3.46B (+$129M)

0.9% more ownership

Funds ownership: 49.78%50.68% (+0.9%)

11% less call options, than puts

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

Holders
499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$125M
Net Calls
Net Calls Change

Top Buyers

1 +$20.4M
2 +$19.4M
3 +$12.2M
4
State Street
State Street
Massachusetts
+$11.5M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$11.3M

Top Sellers

1 -$36.5M
2 -$13.4M
3 -$10.5M
4
UBS Group
UBS Group
Switzerland
-$8.47M
5
BlackRock
BlackRock
New York
-$8.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
401
Smallwood Wealth Investment Management
New Jersey
$40.1K
FFWM
402
Future Financial Wealth Management
Ohio
$33.1K
GBT
403
Grove Bank & Trust
Florida
$32.1K
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$29K
TWC
405
TD Waterhouse Canada
Ontario, Canada
$27.5K
MMCM
406
Murphy & Mullick Capital Management
New York
$27K
ABWM
407
Alpine Bank Wealth Management
Colorado
$25.3K
EWM
408
Evolution Wealth Management
Florida
$25.1K
HWA
409
Heritage Wealth Advisors
Virginia
$25.1K
GIA
410
GHP Investment Advisors
Colorado
$24.5K
PCFFS
411
Pacific Center for Financial Services
California
$24.1K
CA
412
CoreCap Advisors
Michigan
$23.6K
Q1WB
413
Quest 10 Wealth Builders
Virginia
$23.1K
WA
414
Whipplewood Advisors
Colorado
$22.9K
GWM
415
Geneos Wealth Management
Colorado
$22.3K
GC
416
Garde Capital
Washington
$22.3K
BHWM
417
Beaird Harris Wealth Management
Texas
$22.1K
AWM
418
Activest Wealth Management
Florida
$20.3K
WTA
419
Washington Trust Advisors
Massachusetts
$20.1K
FDW
420
Fourth Dimension Wealth
Ohio
$20.1K
CA
421
Clearstead Advisors
Ohio
$19.7K
PTC
422
Private Trust Company
Ohio
$19.5K
SWA
423
SOA Wealth Advisors
New York
$18.9K
TCOT
424
Trust Company of Toledo
Ohio
$18.8K
Optiver Holding
425
Optiver Holding
Netherlands
$18.4K