Sunrun
366 hedge funds and large institutions have $1.94B invested in Sunrun in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 119 reducing their positions, and 68 closing their positions.
78% more call options, than puts
Call options by funds: $518M | Put options by funds: $291M
37% more capital invested
Capital invested by funds: $1.42B → $1.94B (+$525M)
5% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 119
1% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 68
0% less funds holding
Funds holding: 367 → 366 (-1)
2.82% less ownership
Funds ownership: 106.68% → 103.86% (-2.8%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$80.5M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$41.9M |
| 3 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$31.3M |
| 4 |
Barclays
London,
United Kingdom
|
+$24.5M |
| 5 |
Goldman Sachs
New York
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sylebra Capital
Palo Alto,
California
|
-$48.5M |
| 2 |
SFM
Soros Fund Management
New York
|
-$40.8M |
| 3 |
BlackRock
New York
|
-$30.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$28.9M |
| 5 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$24.8M |
RUN Hedge Fund Activity: Q2 2025 in Review
366 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q2 2025, worth a combined $1.94B — up 37% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new RUN positions and 68 closed out — a net gain of 1 holder — while 125 added to existing stakes and 119 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $80.5M. The largest seller was Sylebra Capital, exiting entirely with an estimated $48.5M sold.
- 366 institutional investors held Sunrun (RUN) as of Q2 2025, down from 367 in Q1 2025.
- Funds reported $1.94B of Sunrun stock for Q2 2025, up 37% quarter-over-quarter.
- 69 funds opened new Sunrun positions in Q2 2025 and 68 closed out, a net change of +1 holder.
- The largest Sunrun buyer in Q2 2025 was Point72 Asset Management, an estimated $80.5M added.
- The largest Sunrun seller in Q2 2025 was Sylebra Capital, an estimated $48.5M sold.
Based on aggregated 13F filings for Q2 2025.