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Sundial Growers

119 hedge funds and large institutions have $94.2M invested in Sundial Growers in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

38% less capital invested

Capital invested by funds: $151M → $94.2M (-$57.2M)

44% less call options, than puts

Call options by funds: $4.3M | Put options by funds: $7.63M

Holders
119
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
$4.3M
Puts
$7.63M
Net Calls
Net Calls Change

Top Buyers

1 +$2.33M
2 +$1.63M
3 +$1.27M
4
Goldman Sachs
Goldman Sachs
New York
+$794K
5
AI
AdvisorShares Investments
Maryland
+$692K

Top Sellers

1 -$4.41M
2 -$1.83M
3 -$1.19M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.07M
5
Invesco
Invesco
Georgia
-$521K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Cape Investment Advisory
Georgia
$153
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$100
PMFA
103
Plante Moran Financial Advisors
Michigan
$100
SWIM
104
Smallwood Wealth Investment Management
New Jersey
$83
SWM
105
SHP Wealth Management
Massachusetts
$78
SAG
106
SageView Advisory Group
California
$57
FF
107
Friedenthal Financial
New Jersey
$50
TAM
108
Tucker Asset Management
Colorado
$50
PTC
109
Private Trust Company
Ohio
$43
AssetMark Inc
110
AssetMark Inc
California
$40
QWM
111
Quaker Wealth Management
New Jersey
$34
AA
112
Addison Advisors
Vermont
$34
GPFA
113
Game Plan Financial Advisors
Ohio
$33
AWM
114
Abound Wealth Management
Tennessee
$25
OW
115
Olistico Wealth
Oklahoma
$20
SIS
116
Sound Income Strategies
Florida
$16
HCM
117
Hollencrest Capital Management
California
$8
AA
118
Ancora Advisors
Ohio
$3
Invesco
119
Invesco
Georgia
CCM
120
Connective Capital Management
California
CC
121
Centiva Capital
New York
KWM
122
Kingsview Wealth Management
Oregon
SPS
123
Susquehanna Portfolio Strategies
Pennsylvania
Connor, Clark & Lunn Investment Management (CC&L)
124
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
OAC
125
OMERS Administration Corp
Ontario, Canada