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Sundial Growers

127 hedge funds and large institutions have $150M invested in Sundial Growers in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 30 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)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

13% less call options, than puts

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

Holders
127
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
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
101
Clean Yield Group
Vermont
$595
HNB
102
Hilltop National Bank
Wyoming
$536
ASN
103
Advisory Services Network
Georgia
$536
NEWAS
104
N.E.W. Advisory Services
Wisconsin
$536
PWMG
105
Prestige Wealth Management Group
New Jersey
$491
AssetMark Inc
106
AssetMark Inc
California
$362
APW
107
Aventura Private Wealth
Florida
$348
PA
108
Pineridge Advisors
Missouri
$268
ADL
109
Asset Dedication LLC
California
$268
DWM
110
Darwin Wealth Management
Florida
$268
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$263
CIA
112
Cape Investment Advisory
Georgia
$247
PMFA
113
Plante Moran Financial Advisors
Michigan
$161
SWIM
114
Smallwood Wealth Investment Management
New Jersey
$134
WANY
115
Wealthspire Advisors (New York)
New York
$134
FF
116
Friedenthal Financial
New Jersey
$81
PTC
117
Private Trust Company
Ohio
$70
GPFA
118
Game Plan Financial Advisors
Ohio
$54
VCM
119
Versant Capital Management
Arizona
$54
QWM
120
Quaker Wealth Management
New Jersey
$54
AA
121
Addison Advisors
Vermont
$54
FP
122
Financial Perspectives
Minnesota
$43
AWM
123
Abound Wealth Management
Tennessee
$41
SIS
124
Sound Income Strategies
Florida
$28
HCM
125
Hollencrest Capital Management
California
$13