Sunrun
399 hedge funds and large institutions have $3.45B invested in Sunrun in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 141 increasing their positions, 129 reducing their positions, and 69 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 129
0.04% less ownership
Funds ownership: 108.86% → 108.81% (-0.04%)
7% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 69
3% less funds holding
Funds holding: 411 → 399 (-12)
10% less call options, than puts
Call options by funds: $165M | Put options by funds: $184M
26% less capital invested
Capital invested by funds: $4.65B → $3.45B (-$1.2B)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$108M |
| 2 |
Two Sigma Investments
New York
|
+$57.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$53.4M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$40M |
| 5 |
BC
BIT Capital
Berlin,
Germany
|
+$38.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Contour Asset Management
New York
|
-$98M |
| 2 |
Goldman Sachs
New York
|
-$86.2M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$49M |
| 4 |
D.E. Shaw & Co
New York
|
-$44M |
| 5 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
-$38.6M |
RUN Hedge Fund Activity: Q1 2026 in Review
399 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q1 2026, worth a combined $3.45B — down 26% from $4.65B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of RUN and 64 opened new positions — a net loss of 5 holders — while 129 trimmed existing stakes and 141 added.
The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $108M. The largest seller was Contour Asset Management, exiting entirely with an estimated $98M sold.
- 399 institutional investors held Sunrun (RUN) as of Q1 2026, down from 411 in Q4 2025.
- Funds reported $3.45B of Sunrun stock for Q1 2026, down 26% quarter-over-quarter.
- 64 funds opened new Sunrun positions in Q1 2026 and 69 closed out, a net change of -5 holders.
- The largest Sunrun buyer in Q1 2026 was Alyeska Investment Group, an estimated $108M added.
- The largest Sunrun seller in Q1 2026 was Contour Asset Management, an estimated $98M sold.
Based on aggregated 13F filings for Q1 2026.