We are live on ! Find out more
SUI icon

Sun Communities

504 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 163 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

8% more funds holding

Funds holding: 467504 (+37)

8% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 177

9% less capital invested

Capital invested by funds: $16.5B → $15B (-$1.5B)

9.26% less ownership

Funds ownership: 102.11%92.85% (-9.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $19.6M

Holders
504
Holders Change
+37
Holders Change %
+7.92%
% of All Funds
6.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
81
Increased
163
Reduced
177
Closed
40
Calls
$11.2M
Puts
$19.6M
Net Calls
-$8.31M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
301
Brasada Capital Management
Texas
$561K
Baird Financial Group
302
Baird Financial Group
Wisconsin
$540K -$33K -261 -6%
MML Investors Services
303
MML Investors Services
Massachusetts
$537K -$67.2K -532 -11%
Credit Agricole
304
Credit Agricole
France
$531K +$520K +4,115 New
TRCT
305
Tower Research Capital (TRC)
New York
$529K -$158K -1,251 -23%
FC
306
Farringdon Capital
United Kingdom
$524K +$514K +4,064 New
PPW
307
Pasadena Private Wealth
California
$504K +$2.91K +23 +0.6%
SWG
308
Summit Wealth Group
Vermont
$501K
UBS AM
309
UBS AM
Illinois
$500K -$208M -1,644,202 -100%
HHGC
310
Hunting Hill Global Capital
New York
$493K
Simplex Trading
311
Simplex Trading
Illinois
$489K +$282K +2,233 +143%
PP
312
Prudential plc
United Kingdom
$486K
National Pension Service
313
National Pension Service
South Korea
$481K +$222K +1,753 +89%
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$466K -$580K -4,588 -56%
1C
315
111 Capital
France
$454K +$445K +3,519 New
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$450K -$49.8K -394 -10%
SFA
317
Sequoia Financial Advisors
Ohio
$443K +$434K +3,437 New
WI
318
Wahed Invest
New York
$442K +$434K +3,430 New
OIAM
319
OFI Invest Asset Management
France
$432K -$79.5K -629 -14%
CII
320
Capital International Inc
California
$430K
KRSITF
321
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$429K -$13K -103 -3%
DADC
322
D.A. Davidson & Co
Montana
$428K +$181K +1,431 +76%
EF
323
Empowered Funds
Pennsylvania
$420K -$10.9K -86 -3%
Jones Financial Companies
324
Jones Financial Companies
Missouri
$420K +$23K +182 +6%
CB
325
Commerce Bank
Missouri
$400K -$1.64K -13 -0.4%

SUI Hedge Fund Activity: Q3 2025 in Review

504 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2025, worth a combined $15B — down 9.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SUI positions and 40 closed out — a net gain of 41 holders — while 163 added to existing stakes and 177 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $524M. The largest seller was Cohen & Steers, cutting an estimated $717M.

  • 504 institutional investors held Sun Communities (SUI) as of Q3 2025, up from 467 in Q2 2025.
  • Funds reported $15B of Sun Communities stock for Q3 2025, down 9.1% quarter-over-quarter.
  • 81 funds opened new Sun Communities positions in Q3 2025 and 40 closed out, a net change of +41 holders.
  • The largest Sun Communities buyer in Q3 2025 was Wellington Management Group, an estimated $524M added.
  • The largest Sun Communities seller in Q3 2025 was Cohen & Steers, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2025.