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Sun Communities

459 hedge funds and large institutions have $16.5B invested in Sun Communities in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-28
Holders Change %
-5.75%
% of All Funds
6.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
185
Reduced
171
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
426
Capital Advisors Ltd
Ohio
$2K -$10.3K -62 -84%
CIAS
427
CBIZ Investment Advisory Services
Ohio
$1.91K -$1.79K -14 -48%
PWA
428
Physician Wealth Advisors
Utah
$1.9K +$1.9K +15 New
CIAM
429
Caitong International Asset Management
Hong Kong
$1.9K -$136K -1,077 -99%
SIS
430
Sound Income Strategies
Florida
$1.9K +$1.9K +15 New
CH
431
Cromwell Holdings
Wyoming
$1.79K +$1.02K +8 +133%
CPG
432
Cornerstone Planning Group
New Jersey
$1.65K +$507 +4 +44%
SC
433
SouthState Corp
Florida
$1.65K -$633 -5 -28%
AGWCA
434
Annis Gardner Whiting Capital Advisors
Florida
$1.39K +$1.39K +11 New
RIL
435
Rothschild Investment LLC
Illinois
$1.39K +$1.14K +9 +450%
PWA
436
Provenance Wealth Advisors
Florida
$1.14K
WA
437
Whipplewood Advisors
Colorado
$1.01K -$4.43K -35 -81%
FHA
438
First Horizon Advisors
Tennessee
$1.01K -$633 -5 -38%
BIA
439
Bell Investment Advisors
California
$1.01K
CSC
440
Caldwell Sutter Capital
California
$759
AA
441
Ancora Advisors
Ohio
$759 +$759 +6 New
WCM
442
WealthTrak Capital Management
Virginia
$633
VCM
443
Versant Capital Management
Arizona
$506 -$1.14K -9 -69%
RWM
444
Rialto Wealth Management
New York
$506
PWA
445
Principia Wealth Advisory
Texas
$506 +$253 +2 +100%
SC
446
Stephens Consulting
Michigan
$506 +$506 +4 New
HFS
447
Hughes Financial Services
Virginia
$501
MCM
448
MV Capital Management
Maryland
$380 -$887 -7 -70%
Pacer Advisors
449
Pacer Advisors
Pennsylvania
$379
TIM
450
Tortoise Investment Management
New York
$379 +$379 +3 New