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Sundial Growers

129 hedge funds and large institutions have $151M invested in Sundial Growers in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

13% less call options, than puts

Call options by funds: $9.39M | Put options by funds: $10.8M

Holders
129
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.39M
Puts
$10.8M
Net Calls
Net Calls Change

Top Buyers

1 +$17.2M
2 +$8.14M
3 +$4.43M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.38M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.77M

Top Sellers

1 -$9.74M
2 -$3.79M
3 -$2.73M
4
TI
Tidal Investments
Wisconsin
-$2.38M
5
Group One Trading
Group One Trading
Illinois
-$659K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$1K
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$777
CYG
103
Clean Yield Group
Vermont
$595
HNB
104
Hilltop National Bank
Wyoming
$536
ASN
105
Advisory Services Network
Georgia
$536
NEWAS
106
N.E.W. Advisory Services
Wisconsin
$536
PWMG
107
Prestige Wealth Management Group
New Jersey
$491
AssetMark Inc
108
AssetMark Inc
California
$362
APW
109
Aventura Private Wealth
Florida
$348
DWM
110
Darwin Wealth Management
Florida
$268
ADL
111
Asset Dedication LLC
California
$268
PA
112
Pineridge Advisors
Missouri
$268
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$263
CIA
114
Cape Investment Advisory
Georgia
$247
PMFA
115
Plante Moran Financial Advisors
Michigan
$161
SWIM
116
Smallwood Wealth Investment Management
New Jersey
$134
WANY
117
Wealthspire Advisors (New York)
New York
$134
FF
118
Friedenthal Financial
New Jersey
$81
PTC
119
Private Trust Company
Ohio
$70
QWM
120
Quaker Wealth Management
New Jersey
$54
VCM
121
Versant Capital Management
Arizona
$54
GPFA
122
Game Plan Financial Advisors
Ohio
$54
AA
123
Addison Advisors
Vermont
$54
FP
124
Financial Perspectives
Minnesota
$43
AWM
125
Abound Wealth Management
Tennessee
$41