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Target Hospitality

134 hedge funds and large institutions have $264M invested in Target Hospitality in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $7M | Put options by funds: $3.76M

17% more capital invested

Capital invested by funds: $226M → $264M (+$37.6M)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

0% more funds holding

Funds holding: 134134 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0.79% less ownership

Funds ownership: 31.96%31.17% (-0.79%)

Holders
134
Holders Change
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
46
Reduced
45
Closed
14
Calls
$7M
Puts
$3.76M
Net Calls
+$3.23M
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.67M -$263K -31,877 -14%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.59M -$276K -33,504 -15%
UBS Group
28
UBS Group
Switzerland
$1.56M +$274K +33,202 +22%
EF
29
Empowered Funds
Pennsylvania
$1.37M +$421K +51,115 +46%
PP
30
PDT Partners
New York
$1.33M -$8 -1 -0%
Goldman Sachs
31
Goldman Sachs
New York
$1.33M +$542K +65,763 +72%
YIH
32
Y-Intercept (HK)
Hong Kong
$1.03M +$265K +32,187 +36%
Group One Trading
33
Group One Trading
Illinois
$947K +$92.9K +11,272 +11%
Bank of America
34
Bank of America
North Carolina
$943K -$3.88K -470 -0.4%
SIM
35
SummerHaven Investment Management
Connecticut
$888K +$109K +13,210 +14%
ET
36
Equitable Trust
Tennessee
$877K -$57K -6,915 -6%
State Board of Administration of Florida Retirement System
37
State Board of Administration of Florida Retirement System
Florida
$861K -$134K -16,247 -14%
UBS AM
38
UBS AM
Illinois
$860K -$491K -59,522 -37%
AQR Capital Management
39
AQR Capital Management
Connecticut
$719K -$393K -47,678 -36%
Jane Street
40
Jane Street
New York
$697K -$882K -106,991 -57%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$674K +$655K +79,446 New
CPW
42
Crestmont Private Wealth
Texas
$659K -$101K -12,256 -14%
JP Morgan Chase
43
JP Morgan Chase
New York
$595K +$86.4K +10,481 +18%
Swiss National Bank
44
Swiss National Bank
Switzerland
$569K
N
45
Nuveen
North Carolina
$563K
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$524K +$510K +61,811 New
Invesco
47
Invesco
Georgia
$497K +$34.6K +4,201 +8%
II
48
Inspire Investing
Idaho
$462K +$1.98K +240 +0.4%
BIG
49
Brooklyn Investment Group
New York
$396K +$10.3K +1,253 +2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$395K -$30.9K -3,747 -7%

TH Hedge Fund Activity: Q3 2025 in Review

134 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Target Hospitality (TH) for Q3 2025, worth a combined $264M — up 17% from $226M a quarter earlier.

Fund positioning in TH was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 46 added to existing stakes and 45 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.95M. The largest seller was Appian Way Asset Management, cutting an estimated $4.39M.

  • 134 institutional investors held Target Hospitality (TH) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $264M of Target Hospitality stock for Q3 2025, up 17% quarter-over-quarter.
  • 14 funds opened new Target Hospitality positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest Target Hospitality buyer in Q3 2025 was Vanguard Group, an estimated $4.95M added.
  • The largest Target Hospitality seller in Q3 2025 was Appian Way Asset Management, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2025.