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Starwood Property Trust
STWD

526 hedge funds and large institutions have $3.58B invested in Starwood Property Trust in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 233 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 122

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

4% more funds holding

Funds holding: 507 → 526 (+19)

3% more capital invested

Capital invested by funds: $3.46B → $3.58B (+$112M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.56% less ownership

Funds ownership: 50.78% → 50.22% (-0.56%)

34% less call options, than puts

Call options by funds: $94.6M | Put options by funds: $144M

Holders
526
Holders Change
+19
Holders Change %
+3.75%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
65
Increased
233
Reduced
122
Closed
42
Calls
$94.6M
Puts
$144M
Net Calls
-$49.5M
Net Calls Change
-$35.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$44.2M
2
BlackRock
BlackRock
New York
+$39.9M
3
Two Sigma Investments
Two Sigma Investments
New York
+$30.6M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$26.9M
5
Morgan Stanley
Morgan Stanley
New York
+$25.2M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$28.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$7.19M
3
JP Morgan Chase
JP Morgan Chase
New York
-$4.34M
4
KIM
Kestra Investment Management
Texas
-$2.71M
5
BOCH
Blue Owl Capital Holdings
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
501
Physician Wealth Advisors
Utah
$2.75K +$846 +42 +42%
CSC
502
Caldwell Sutter Capital
California
$2.36K – – –
CM
503
Caption Management
Oklahoma
$2.29K +$2.38K +118 New
CI
504
CX Institutional
Indiana
$2K +$2.19K +109 New
SL
505
Salomon & Ludwin
Virginia
$1.94K +$2.01K +100 New
GA
506
Guerra Advisors
Florida
$1.92K +$1.99K +99 New
SC
507
SouthState Corp
Florida
$1.86K – – –
BGAI
508
Bruce G. Allen Investments
Colorado
$1.51K -$20 -1 -1%
CFO
509
CVA Family Office
Colorado
$1.51K – – –
LI
510
LRI Investments
Florida
$1.49K – – –
BIA
511
Bell Investment Advisors
California
$1.38K -$1.35K -67 -49%
PAI
512
Pittenger & Anderson Inc
Nebraska
$1.16K +$1.21K +60 New
FFO
513
Fortitude Family Office
Arizona
$1.16K -$242 -12 -17%
AIC
514
Archer Investment Corporation
Indiana
$1.09K +$20 +1 +2%
CAL
515
Capital Advisors Ltd
Ohio
$1K -$1.03K -51 -62%
AW
516
Avion Wealth
Texas
$1K – – –
PMFA
517
Plante Moran Financial Advisors
Michigan
$969 – – –
OP
518
ORG Partners
Indiana
$902 – – –
TWD
519
True Wealth Design
Ohio
$717 – – –
CH
520
Cromwell Holdings
Wyoming
$675 – – –
LSA
521
Leonteq Securities AG
Switzerland
$600 – – –
SC
522
Swan Capital
Florida
$523 – – –
DF
523
DecisionPoint Financial
Arizona
$507 – – –
BFS
524
Bare Financial Services
Pennsylvania
$504 +$523 +26 New
CFD
525
Creative Financial Designs
Indiana
$97 – – –
19 20
21
22 23

STWD Hedge Fund Activity: Q3 2025 in Review

526 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2025, worth a combined $3.58B — up 3.2% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new STWD positions and 42 closed out — a net gain of 23 holders — while 233 added to existing stakes and 122 trimmed.

The largest buyer was Vanguard Group, adding an estimated $44.2M. The largest seller was UBS AM, cutting an estimated $28.7M.

  • 526 institutional investors held Starwood Property Trust (STWD) as of Q3 2025, up from 507 in Q2 2025.
  • Funds reported $3.58B of Starwood Property Trust stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 65 funds opened new Starwood Property Trust positions in Q3 2025 and 42 closed out, a net change of +23 holders.
  • The largest Starwood Property Trust buyer in Q3 2025 was Vanguard Group, an estimated $44.2M added.
  • The largest Starwood Property Trust seller in Q3 2025 was UBS AM, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2025.