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SVC

Service Properties Trust

216 hedge funds and large institutions have $319M invested in Service Properties Trust in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

70% more call options, than puts

Call options by funds: $981K | Put options by funds: $577K

14% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 71

3% more capital invested

Capital invested by funds: $309M → $319M (+$10M)

0.08% more ownership

Funds ownership: 14.61%14.68% (+0.08%)

3% less funds holding

Funds holding: 223216 (-7)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

Holders
216
Holders Change
-7
Holders Change %
-3.14%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
81
Reduced
71
Closed
32
Calls
$981K
Puts
$577K
Net Calls
+$404K
Net Calls Change
+$414K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
201
Private Trust Company
Ohio
$1.02K +$1.06K +78 New
CFD
202
Creative Financial Designs
Indiana
$979
SWA
203
SOA Wealth Advisors
New York
$783
RIL
204
Rothschild Investment LLC
Illinois
$587 +$311 +23 +105%
VCM
205
Versant Capital Management
Arizona
$556 -$934 -69 -62%
KTC
206
Kentucky Trust Company
Kentucky
$545
PFBT
207
Parkside Financial Bank & Trust
Missouri
$510 +$528 +39 New
RA
208
Rise Advisors
New York
$493 +$515 +38 New
HFS
209
Hughes Financial Services
Virginia
$459 +$474 +35 New
BF
210
BOK Financial
Oklahoma
$198
SS
211
Sunbelt Securities
Texas
$183
IA
212
IFP Advisors
Florida
$153
DF
213
Dunhill Financial
United Kingdom
$36
TWD
214
True Wealth Design
Ohio
$24 +$27 +2 New
SPIA
215
Steward Partners Investment Advisory
New York
$5 -$2.71K -200 Closed
CA
216
Continuum Advisory
Idaho
$5
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$3
Balyasny Asset Management
218
Balyasny Asset Management
Illinois
-$6.9M -543,325 Closed
YIH
219
Y-Intercept (HK)
Hong Kong
-$1.5M -118,245 Closed
Swiss National Bank
220
Swiss National Bank
Switzerland
-$787K -61,998 Closed
UBS AM
221
UBS AM
Illinois
-$743K -58,540 Closed
Capstone Investment Advisors
222
Capstone Investment Advisors
New York
-$542K -42,704 Closed
AGM
223
Alpine Global Management
New York
-$399K -31,432 Closed
WAM
224
Weiss Asset Management
Massachusetts
-$384K -30,244 Closed
Connor, Clark & Lunn Investment Management (CC&L)
225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$375K -29,505 Closed

SVC Hedge Fund Activity: Q1 2025 in Review

216 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q1 2025, worth a combined $319M — up 3.2% from $309M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SVC and 25 opened new positions — a net loss of 7 holders — while 71 trimmed existing stakes and 81 added.

The largest buyer was Goldman Sachs, adding an estimated $5.96M. The largest seller was Vanguard Group, cutting an estimated $9.38M.

  • 216 institutional investors held Service Properties Trust (SVC) as of Q1 2025, down from 223 in Q4 2024.
  • Funds reported $319M of Service Properties Trust stock for Q1 2025, up 3.2% quarter-over-quarter.
  • 25 funds opened new Service Properties Trust positions in Q1 2025 and 32 closed out, a net change of -7 holders.
  • The largest Service Properties Trust buyer in Q1 2025 was Goldman Sachs, an estimated $5.96M added.
  • The largest Service Properties Trust seller in Q1 2025 was Vanguard Group, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2025.