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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
CTB
476
Country Trust Bank
Illinois
$4.01K +$3.89K +200 New
LFG
477
Larson Financial Group
Missouri
$4.01K +$3.89K +200 New
LWA
478
Lowe Wealth Advisors
Maryland
$3.61K
ME
479
McIlrath & Eck
Washington
$3.53K
HWA
480
HHM Wealth Advisors
Tennessee
$3.51K
TCOV
481
Trust Company of Vermont
Vermont
$3.15K -$19.4K -1,000 -86%
BIA
482
Bell Investment Advisors
California
$2.77K -$1.07K -55 -28%
CSC
483
Caldwell Sutter Capital
California
$2.45K
PWA
484
Physician Wealth Advisors
Utah
$2.01K
CAL
485
Capital Advisors Ltd
Ohio
$2K -$3.25K -167 -67%
WTFG
486
Wood Tarver Financial Group
Idaho
$2K
SC
487
SouthState Corp
Florida
$1.93K +$1.09K +56 +140%
S
488
Sachetta
Massachusetts
$1.75K +$1.69K +87 New
BGAI
489
Bruce G. Allen Investments
Colorado
$1.59K +$330 +17 +27%
TPWA
490
Twin Peaks Wealth Advisors
California
$1.58K +$1.53K +79 New
CFO
491
CVA Family Office
Colorado
$1.56K +$1.52K +78 New
LI
492
LRI Investments
Florida
$1.54K
FFO
493
Fortitude Family Office
Arizona
$1.45K -$253 -13 -15%
AIC
494
Archer Investment Corporation
Indiana
$1.11K +$19 +1 +2%
PMFA
495
Plante Moran Financial Advisors
Michigan
$1K
AW
496
Avion Wealth
Texas
$1K -$641 -33 -37%
OP
497
ORG Partners
Indiana
$949
SC
498
Stephens Consulting
Michigan
$803 +$777 +40 New
PWM
499
Proathlete Wealth Management
Florida
$762 +$738 +38 New
TWD
500
True Wealth Design
Ohio
$743 +$719 +37 New

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.