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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
HNB
401
Huntington National Bank
Ohio
$63.5K +$28.3K +224 +84%
HFS
402
Hantz Financial Services
Michigan
$62K -$11.4K -90 -16%
TFIPS
403
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58K
SWM
404
Spire Wealth Management
Virginia
$51K
WAG
405
Wiser Advisor Group
Arizona
$46K +$45K +356 New
C
406
Covestor
United Kingdom
$44K -$32.2K -255 -43%
MHR
407
Matthew Hamilton Rosenberg
$43K
FFA
408
Farther Finance Advisors
California
$40.4K +$25.4K +201 +179%
HCA
409
Harbor Capital Advisors
Illinois
$37K +$36.4K +288 New
SL
410
Salomon & Ludwin
Virginia
$35.1K +$10.1K +80 +42%
AssetMark Inc
411
AssetMark Inc
California
$34.9K +$12.3K +97 +56%
BCWM
412
Bartlett & Co Wealth Management
Ohio
$33.9K
IBOK
413
Independence Bank of Kentucky
Kentucky
$32.3K
GRP
414
Global Retirement Partners
California
$30.2K -$12.5K -99 -30%
ACM
415
Aster Capital Management
United Arab Emirates
$27.5K +$26.9K +213 New
FAM
416
Fulcrum Asset Management
United Kingdom
$27.2K
KFI
417
Key Financial Inc
Pennsylvania
$25.1K
CPG
418
Cornerstone Planning Group
New Jersey
$23.9K +$47.8K +378 +2,908%
SIC
419
SJS Investment Consulting
Ohio
$23.3K +$22.9K +181 New
AF
420
Allworth Financial
California
$23K -$12.1K -96 -35%
LFG
421
Larson Financial Group
Missouri
$22.4K +$1.77K +14 +9%
DWS
422
Dynamic Wealth Strategies
California
$22.1K
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$20.6K -$126 -1 -0.6%
1IA
424
1620 Investment Advisors
Massachusetts
$19.9K
FNWA
425
Financial Network Wealth Advisors
Utah
$18.6K +$253 +2 +1%

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.