SUI icon

Sun Communities

527 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 165 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $15B → $15B (+$39.4M)

13% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
527
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.4M
Puts
$7.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBI
451
Raiffeisen Bank International
Austria
$15.2K
Group One Trading
452
Group One Trading
Illinois
$14K
MWPCG
453
Measured Wealth Private Client Group
New Hampshire
$13.6K
TWD
454
True Wealth Design
Ohio
$13.3K
LFG
455
Larson Financial Group
Missouri
$13.1K
SWM
456
Spire Wealth Management
Virginia
$11.8K
ACM
457
Aster Capital Management
United Arab Emirates
$10.4K
JWA
458
JFS Wealth Advisors
Pennsylvania
$9.79K
VWA
459
Valued Wealth Advisors
Utah
$9.62K
TCOV
460
Trust Company of Vermont
Vermont
$9.04K
C
461
Covestor
United Kingdom
$9K
WBC
462
West Branch Capital
Massachusetts
$8.67K
CFO
463
CVA Family Office
Colorado
$8.67K
HI
464
Harbour Investments
Wisconsin
$8.59K
PFBT
465
Parkside Financial Bank & Trust
Missouri
$7.81K
GWP
466
Gen-Wealth Partners
Michigan
$6.82K
NSIM
467
North Star Investment Management
Illinois
$6.82K
CT
468
Clearstead Trust
Maine
$6.44K
HWP
469
Highline Wealth Partners
California
$6.32K
SAG
470
SageView Advisory Group
California
$5.82K
TH
471
TCTC Holdings
Texas
$5.58K
WETS
472
Wealth Enhancement Trust Services
South Dakota
$5.58K
BBHC
473
Brown Brothers Harriman & Co
New York
$5.45K
IWM
474
IMG Wealth Management
Florida
$5.45K
OP
475
ORG Partners
Indiana
$5.45K