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Sun Communities

498 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 161 increasing their positions, 174 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: $ → $

9.27% less ownership

Funds ownership: 102.05%92.78% (-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
498
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
SWM
401
Spire Wealth Management
Virginia
$51K
WAG
402
Wiser Advisor Group
Arizona
$46K
C
403
Covestor
United Kingdom
$44K
MHR
404
Matthew Hamilton Rosenberg
$43K
FFA
405
Farther Finance Advisors
California
$40.4K
HCA
406
Harbor Capital Advisors
Illinois
$37K
SL
407
Salomon & Ludwin
Virginia
$35.1K
AssetMark Inc
408
AssetMark Inc
California
$34.9K
BCWM
409
Bartlett & Co Wealth Management
Ohio
$33.9K
IBOK
410
Independence Bank of Kentucky
Kentucky
$32.3K
GRP
411
Global Retirement Partners
California
$30.2K
ACM
412
Aster Capital Management
United Arab Emirates
$27.5K
FAM
413
Fulcrum Asset Management
United Kingdom
$27.2K
KFI
414
Key Financial Inc
Pennsylvania
$25.1K
CPG
415
Cornerstone Planning Group
New Jersey
$23.9K
SIC
416
SJS Investment Consulting
Ohio
$23.3K
AF
417
Allworth Financial
California
$23K
LFG
418
Larson Financial Group
Missouri
$22.4K
DWS
419
Dynamic Wealth Strategies
California
$22.1K
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$20.6K
1IA
421
1620 Investment Advisors
Massachusetts
$19.9K
FNWA
422
Financial Network Wealth Advisors
Utah
$18.6K
CAL
423
Capital Analysts LLC
Pennsylvania
$18K
MCM
424
MAI Capital Management
Ohio
$16.3K
QC
425
Quent Capital
New York
$16.2K