Sunrun
365 hedge funds and large institutions have $1.42B invested in Sunrun in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 74 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 110
9% more call options, than puts
Call options by funds: $130M | Put options by funds: $119M
3.05% less ownership
Funds ownership: 109.69% → 106.64% (-3.1%)
8% less funds holding
Funds holding: 397 → 365 (-32)
36% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 74
38% less capital invested
Capital invested by funds: $2.28B → $1.42B (-$866M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Soros Fund Management
New York
|
+$28.9M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$27.4M |
| 3 |
Millennium Management
New York
|
+$18M |
| 4 |
CCA
Canyon Capital Advisors
Dallas,
Texas
|
+$16M |
| 5 |
GC
Greenvale Capital
London,
United Kingdom
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$102M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$85.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$25.2M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
-$16.6M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$12.2M |
RUN Hedge Fund Activity: Q1 2025 in Review
365 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q1 2025, worth a combined $1.42B — down 38% from $2.28B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of RUN and 47 opened new positions — a net loss of 27 holders — while 110 trimmed existing stakes and 144 added.
The largest buyer was Soros Fund Management, adding an estimated $28.9M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $102M sold.
- 365 institutional investors held Sunrun (RUN) as of Q1 2025, down from 397 in Q4 2024.
- Funds reported $1.42B of Sunrun stock for Q1 2025, down 38% quarter-over-quarter.
- 47 funds opened new Sunrun positions in Q1 2025 and 74 closed out, a net change of -27 holders.
- The largest Sunrun buyer in Q1 2025 was Soros Fund Management, an estimated $28.9M added.
- The largest Sunrun seller in Q1 2025 was Orbis Allan Gray, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2025.