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Sun Communities

538 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $7.89M

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

7% more funds holding

Funds holding: 504538 (+34)

5.8% more ownership

Funds ownership: 92.85%98.65% (+5.8%)

1% more capital invested

Capital invested by funds: $15B → $15.1B (+$126M)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
538
Holders Change
+34
Holders Change %
+6.75%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
97
Increased
168
Reduced
190
Closed
56
Calls
$16.4M
Puts
$7.89M
Net Calls
+$8.54M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
451
Financial Network Wealth Advisors
Utah
$18.1K +$125 +1 +0.7%
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$17.7K -$2.13K -17 -11%
QC
453
Quent Capital
New York
$17.6K +$2.13K +17 +14%
1IA
454
1620 Investment Advisors
Massachusetts
$17.6K -$1.5K -12 -8%
ZBNA
455
Zions Bancorporation, National Association
Utah
$17.3K +$17.5K +140 New
CAL
456
Capital Analysts LLC
Pennsylvania
$17K -$125 -1 -0.7%
MCM
457
MAI Capital Management
Ohio
$16.2K +$626 +5 +4%
CB
458
Community Bank
New York
$15.5K +$15.6K +125 New
RBI
459
Raiffeisen Bank International
Austria
$15.2K
RAM
460
Reflection Asset Management
South Carolina
$15K +$15.1K +121 New
Group One Trading
461
Group One Trading
Illinois
$14K
MWPCG
462
Measured Wealth Private Client Group
New Hampshire
$13.6K
TWD
463
True Wealth Design
Ohio
$13.3K +$11.1K +89 +494%
LFG
464
Larson Financial Group
Missouri
$13.1K -$8.51K -68 -39%
SWM
465
Spire Wealth Management
Virginia
$11.8K -$37.5K -300 -76%
ACM
466
Aster Capital Management
United Arab Emirates
$10.4K -$16.1K -129 -61%
JWA
467
JFS Wealth Advisors
Pennsylvania
$9.79K -$501 -4 -5%
VWA
468
Valued Wealth Advisors
Utah
$9.62K
TCOV
469
Trust Company of Vermont
Vermont
$9.04K
C
470
Covestor
United Kingdom
$9K -$33K -264 -78%
WBC
471
West Branch Capital
Massachusetts
$8.67K
CFO
472
CVA Family Office
Colorado
$8.67K +$3.63K +29 +71%
HI
473
Harbour Investments
Wisconsin
$8.59K +$1.5K +12 +21%
PFBT
474
Parkside Financial Bank & Trust
Missouri
$7.81K +$2.75K +22 +54%
SWP
475
Strategic Wealth Partners
Ohio
$7.06K +$7.13K +57 New