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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
AAS
201
Ameritas Advisory Services
Nebraska
$942K -$6.76K -348 -0.7%
Creative Planning
202
Creative Planning
Kansas
$939K +$139K +7,142 +18%
IWA
203
Icon Wealth Advisors
Texas
$932K +$160K +8,248 +22%
FFA
204
Farther Finance Advisors
California
$923K +$177K +9,098 +25%
EGA
205
E&G Advisors
Texas
$916K -$28K -1,440 -3%
X
206
Xponance
Pennsylvania
$896K +$54.7K +2,817 +7%
WDC
207
Woodward Diversified Capital
California
$894K
AG
208
AIA Group
Hong Kong
$864K -$38.1K -1,961 -4%
OTL
209
Oak Thistle LLC
New York
$846K +$819K +42,171 New
CA
210
Carson Advisory
Georgia
$846K -$7.77K -400 -0.9%
AIM
211
Aigen Investment Management
New York
$846K +$819K +42,134 New
AWM
212
Accel Wealth Management
Iowa
$837K -$7.66K -394 -0.9%
VFM
213
Vision Financial Markets
Connecticut
$837K -$58.3K -3,000 -7%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$807K -$254K -13,089 -25%
CSP
215
Cary Street Partners
Virginia
$792K +$124K +6,400 +19%
GSEP
216
Golden State Equity Partners
California
$791K +$102K +5,240 +15%
Simplex Trading
217
Simplex Trading
Illinois
$758K -$390K -20,061 -35%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$731K +$73.3K +3,773 +12%
MA
219
Mutual Advisors
Nebraska
$730K +$26K +1,338 +4%
Cerity Partners
220
Cerity Partners
New York
$728K -$67.4K -3,468 -9%
IA
221
IFC Advisors
California
$728K +$705K +36,273 New
SOADOR
222
State of Alaska Department of Revenue
Alaska
$727K -$24.5K -1,260 -3%
VOYA Investment Management
223
VOYA Investment Management
Georgia
$713K -$81.9K -4,215 -11%
MML Investors Services
224
MML Investors Services
Massachusetts
$706K +$42.7K +2,200 +7%
Wellington Management Group
225
Wellington Management Group
Massachusetts
$702K +$173K +8,898 +34%

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.