We are live on ! Find out more
SUI icon

Sun Communities

495 hedge funds and large institutions have $16.8B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$956M)

4% more funds holding

Funds holding: 475495 (+20)

1.23% more ownership

Funds ownership: 101.17%102.4% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 182

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $9.51M

Holders
495
Holders Change
+20
Holders Change %
+4.21%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
63
Increased
186
Reduced
182
Closed
39
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EverSource Wealth Advisors
Alabama
$55.4K -$151K -1,183 -73%
SWM
402
Spire Wealth Management
Virginia
$53.5K +$8.31K +65 +19%
SAM
403
Smartleaf Asset Management
Massachusetts
$52.8K +$767 +6 +2%
1IA
404
1620 Investment Advisors
Massachusetts
$44.4K -$895 -7 -2%
WAG
405
Wiser Advisor Group
Arizona
$43.7K +$256 +2 +0.6%
FFA
406
Farther Finance Advisors
California
$43.3K -$13.6K -106 -24%
MHR
407
Matthew Hamilton Rosenberg
$42.8K +$128 +1 +0.3%
LC
408
Lindbrook Capital
California
$42.6K +$10.6K +83 +33%
DWS
409
Dynamic Wealth Strategies
California
$42.5K +$42.2K +330 New
TFIPS
410
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.2K
HNB
411
Huntington National Bank
Ohio
$40.9K -$511 -4 -1%
AF
412
Allworth Financial
California
$36.3K +$2.81K +22 +8%
BCWM
413
Bartlett & Co Wealth Management
Ohio
$33.8K
IBOK
414
Independence Bank of Kentucky
Kentucky
$32.2K -$5.75K -45 -15%
RA
415
Ransom Advisory
Rhode Island
$30.7K -$1.92K -15 -6%
GWM
416
Geneos Wealth Management
Colorado
$29.6K +$14.7K +115 +100%
OWA
417
Opal Wealth Advisors
New York
$29.2K +$29K +227 New
Twin Tree Management
418
Twin Tree Management
Texas
$29.1K +$28.9K +226 New
KFI
419
Key Financial Inc
Pennsylvania
$25.1K
BIG
420
Brooklyn Investment Group
New York
$24.6K -$12.7K -99 -34%
SL
421
Salomon & Ludwin
Virginia
$24.4K
Lazard Asset Management
422
Lazard Asset Management
New York
$22K +$22.6K +177 New
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$21.6K +$1.66K +13 +8%
AF
424
Advisornet Financial
Minnesota
$21.5K -$30.4K -238 -59%
FNWA
425
Financial Network Wealth Advisors
Utah
$18.7K +$18.5K +145 New

SUI Hedge Fund Activity: Q1 2025 in Review

495 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2025, worth a combined $16.8B — up 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SUI positions and 39 closed out — a net gain of 24 holders — while 186 added to existing stakes and 182 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Citadel Advisors, cutting an estimated $95.7M.

  • 495 institutional investors held Sun Communities (SUI) as of Q1 2025, up from 475 in Q4 2024.
  • Funds reported $16.8B of Sun Communities stock for Q1 2025, up 6% quarter-over-quarter.
  • 63 funds opened new Sun Communities positions in Q1 2025 and 39 closed out, a net change of +24 holders.
  • The largest Sun Communities buyer in Q1 2025 was Dodge & Cox, an estimated $517M added.
  • The largest Sun Communities seller in Q1 2025 was Citadel Advisors, an estimated $95.7M sold.

Based on aggregated 13F filings for Q1 2025.