Sunrun
411 hedge funds and large institutions have $4.65B invested in Sunrun in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 50 closing their positions.
88% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 50
33% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 111
31% more call options, than puts
Call options by funds: $629M | Put options by funds: $481M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
12% more capital invested
Capital invested by funds: $4.14B → $4.65B (+$508M)
10% more funds holding
Funds holding: 372 → 411 (+39)
5.04% more ownership
Funds ownership: 103.81% → 108.86% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$274M |
| 2 |
CAM
Contour Asset Management
New York
|
+$102M |
| 3 |
BlackRock
New York
|
+$42.5M |
| 4 |
Two Sigma Advisers
New York
|
+$31.8M |
| 5 |
Two Sigma Investments
New York
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$67.7M |
| 2 |
GC
Greenvale Capital
London,
United Kingdom
|
-$51.6M |
| 3 |
SPC
Slate Path Capital
New York
|
-$47.3M |
| 4 |
Barclays
London,
United Kingdom
|
-$43.7M |
| 5 |
Jane Street
New York
|
-$42.6M |
RUN Hedge Fund Activity: Q4 2025 in Review
411 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q4 2025, worth a combined $4.65B — up 12% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new RUN positions and 50 closed out — a net gain of 44 holders — while 148 added to existing stakes and 111 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $274M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $67.7M sold.
- 411 institutional investors held Sunrun (RUN) as of Q4 2025, up from 372 in Q3 2025.
- Funds reported $4.65B of Sunrun stock for Q4 2025, up 12% quarter-over-quarter.
- 94 funds opened new Sunrun positions in Q4 2025 and 50 closed out, a net change of +44 holders.
- The largest Sunrun buyer in Q4 2025 was Goldman Sachs, an estimated $274M added.
- The largest Sunrun seller in Q4 2025 was Point72 Asset Management, an estimated $67.7M sold.
Based on aggregated 13F filings for Q4 2025.