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Sun Communities

501 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 161 increasing their positions, 177 reducing their positions, and 40 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: $ → $

9.27% less ownership

Funds ownership: 102.06%92.8% (-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
501
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
TFIPS
401
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58K
SWM
402
Spire Wealth Management
Virginia
$51K
WAG
403
Wiser Advisor Group
Arizona
$46K
C
404
Covestor
United Kingdom
$44K
MHR
405
Matthew Hamilton Rosenberg
$43K
FFA
406
Farther Finance Advisors
California
$40.4K
HCA
407
Harbor Capital Advisors
Illinois
$37K
SL
408
Salomon & Ludwin
Virginia
$35.1K
AssetMark Inc
409
AssetMark Inc
California
$34.9K
BCWM
410
Bartlett & Co Wealth Management
Ohio
$33.9K
IBOK
411
Independence Bank of Kentucky
Kentucky
$32.3K
GRP
412
Global Retirement Partners
California
$30.2K
ACM
413
Aster Capital Management
United Arab Emirates
$27.5K
FAM
414
Fulcrum Asset Management
United Kingdom
$27.2K
KFI
415
Key Financial Inc
Pennsylvania
$25.1K
CPG
416
Cornerstone Planning Group
New Jersey
$23.9K
SIC
417
SJS Investment Consulting
Ohio
$23.3K
AF
418
Allworth Financial
California
$23K
LFG
419
Larson Financial Group
Missouri
$22.4K
DWS
420
Dynamic Wealth Strategies
California
$22.1K
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$20.6K
1IA
422
1620 Investment Advisors
Massachusetts
$19.9K
FNWA
423
Financial Network Wealth Advisors
Utah
$18.6K
CAL
424
Capital Analysts LLC
Pennsylvania
$18K
MCM
425
MAI Capital Management
Ohio
$16.3K