SVC

Service Properties Trust
SVC

Overview Fund Activity

218 hedge funds and large institutions have $318M invested in Service Properties Trust in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 71 reducing their positions, and 31 closing their positions.

Holders
218
Holders Change
-7
Holders Change %
-3.11%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
81
Reduced
71
Closed
31
Calls
$981K
Puts
$577K
Net Calls
+$404K
Net Calls Change
+$414K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.7M
2
CM
2
Capital Management
Virginia
$14.8M
3
WA
3
Whitebox Advisors
Minnesota
$9.4M
4
BHCM
4
Brevan Howard Capital Management
Jersey
$3.64M
5
NL
5
Nuveen LLC
North Carolina
$3.31M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$43M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Millennium Management
3
Millennium Management
New York
$2.86M
4
State Street
4
State Street
Massachusetts
$11.7M
5
YIH
5
Y-Intercept (HK)
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
201
Creative Financial Designs
Indiana
$979 375 – –
SWA
202
SOA Wealth Advisors
New York
$783 300 – –
RIL
203
Rothschild Investment LLC
Illinois
$587 225 +115 +105%
VCM
204
Versant Capital Management
Arizona
$556 213 -346 -62%
KTC
205
Kentucky Trust Company
Kentucky
$545 209 – –
PFBT
206
Parkside Financial Bank & Trust
Missouri
$510 195 +195 New
RA
207
Rise Advisors
New York
$493 189 +189 New
HFS
208
Hughes Financial Services
Virginia
$459 176 +176 New
BF
209
BOK Financial
Oklahoma
$198 76 – –
SS
210
Sunbelt Securities
Texas
$183 70 – –
IA
211
IFP Advisors
Florida
$153 59 – –
DF
212
Dunhill Financial
United Kingdom
$36 14 – –
TWD
213
True Wealth Design
Ohio
$24 9 +9 New
SPIA
214
Steward Partners Investment Advisory
New York
$5 2 -1,000 -100%
CA
215
Continuum Advisory
Idaho
$5 2 – –
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$3 1 +1 New
Balyasny Asset Management
217
Balyasny Asset Management
Illinois
– – -2,716,625 Closed
YIH
218
Y-Intercept (HK)
Hong Kong
– – -591,225 Closed
Swiss National Bank
219
Swiss National Bank
Switzerland
– – -309,988 Closed
UBS AM
220
UBS AM
Illinois
– – -292,699 Closed
Capstone Investment Advisors
221
Capstone Investment Advisors
New York
– – -213,521 Closed
AGM
222
Alpine Global Management
New York
– – -157,158 Closed
WAM
223
Weiss Asset Management
Massachusetts
– – -151,220 Closed
Connor, Clark & Lunn Investment Management (CC&L)
224
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -147,527 Closed
Ensign Peak Advisors
225
Ensign Peak Advisors
Utah
– – -114,273 Closed
7 8
9
10 11