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Sun Communities

492 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 158 increasing their positions, 171 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

9.23% less ownership

Funds ownership: 101.98%92.76% (-9.2%)

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
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2M
Puts
$19.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
401
Harbor Capital Advisors
Illinois
$37K
SL
402
Salomon & Ludwin
Virginia
$35.1K
AssetMark Inc
403
AssetMark Inc
California
$34.9K
BCWM
404
Bartlett & Co Wealth Management
Ohio
$33.9K
IBOK
405
Independence Bank of Kentucky
Kentucky
$32.3K
GRP
406
Global Retirement Partners
California
$30.2K
ACM
407
Aster Capital Management
United Arab Emirates
$27.5K
FAM
408
Fulcrum Asset Management
United Kingdom
$27.2K
KFI
409
Key Financial Inc
Pennsylvania
$25.1K
CPG
410
Cornerstone Planning Group
New Jersey
$23.9K
SIC
411
SJS Investment Consulting
Ohio
$23.3K
LFG
412
Larson Financial Group
Missouri
$22.4K
DWS
413
Dynamic Wealth Strategies
California
$22.1K
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$20.6K
1IA
415
1620 Investment Advisors
Massachusetts
$19.9K
FNWA
416
Financial Network Wealth Advisors
Utah
$18.6K
CAL
417
Capital Analysts LLC
Pennsylvania
$18K
MCM
418
MAI Capital Management
Ohio
$16.3K
QC
419
Quent Capital
New York
$16.2K
RBI
420
Raiffeisen Bank International
Austria
$15.6K
WANY
421
Wealthspire Advisors (New York)
New York
$15.6K
AF
422
Advisornet Financial
Minnesota
$15.1K
Group One Trading
423
Group One Trading
Illinois
$14.6K
MWPCG
424
Measured Wealth Private Client Group
New Hampshire
$14.2K
ASN
425
Advisory Services Network
Georgia
$13.5K