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SVC

Service Properties Trust

191 hedge funds and large institutions have $237M invested in Service Properties Trust in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0.04% less ownership

Funds ownership: 15.37%15.33% (-0.04%)

1% less funds holding

Funds holding: 193191 (-2)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

32% less capital invested

Capital invested by funds: $348M → $237M (-$110M)

76% less call options, than puts

Call options by funds: $226K | Put options by funds: $935K

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
51
Reduced
61
Closed
30
Calls
$226K
Puts
$935K
Net Calls
-$709K
Net Calls Change
-$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$2.42K +$2.13K +212 +408%
AF
152
Allworth Financial
California
$2.4K -$100 -10 -4%
FGA
153
Fortis Group Advisors
New Jersey
$2.21K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$1.91K -$12.7K -1,268 -86%
HIA
155
Harbor Investment Advisory
Maryland
$1.84K
GRP
156
Global Retirement Partners
California
$1.84K +$2.01K +200 New
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$1.84K
CFB
158
Cullen/Frost Bankers
Texas
$1.66K +$1.81K +180 New
AUB
159
Atlantic Union Bankshares
Virginia
$1.47K
DSC
160
Daytona Street Capital
Missouri
$1.29K +$1.41K +140 New
S
161
SignatureFD
Georgia
$1.22K -$5.2K -518 -80%
CA
162
CoreCap Advisors
Michigan
$1.1K
NA
163
NewEdge Advisors
Louisiana
$1.1K +$301 +30 +33%
EP
164
Essential Partners
California
$1.09K -$552 -55 -32%
TWD
165
True Wealth Design
Ohio
$1.04K -$1.35K -134 -54%
EWA
166
EverSource Wealth Advisors
Alabama
$762 -$2.47K -246 -75%
PTC
167
Private Trust Company
Ohio
$721
CFD
168
Creative Financial Designs
Indiana
$690
SWA
169
SOA Wealth Advisors
New York
$552
WA
170
WPG Advisers
Maryland
$532 -$191 -19 -25%
US Bancorp
171
US Bancorp
Minnesota
$517
RWM
172
Rialto Wealth Management
New York
$503
PWMG
173
Private Wealth Management Group
New Jersey
$494
BWA
174
Basecamp Wealth Advisors
Washington
$484 +$532 +53 New
MCM
175
MAI Capital Management
Ohio
$460 -$11.1K -1,106 -96%