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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
BFM
551
Boothbay Fund Management
New York
EC
552
EntryPoint Capital
New York
BCM
553
Bayesian Capital Management
New York
LF
554
Lee Financial
Texas
Kovitz Investment Group Partners
555
Kovitz Investment Group Partners
Illinois
DS
556
DRW Securities
Illinois
KFP
557
KMG Fiduciary Partners
Ohio
FGP
558
Freestone Grove Partners
California
PCIA
559
Prime Capital Investment Advisors
Kansas
CAM
560
Congress Asset Management
Massachusetts
FHA
561
Flagship Harbor Advisors
Massachusetts
B
562
Bailard
California
OIA
563
OneDigital Investment Advisors
Kansas
VLKIM
564
Van Lanschot Kempen Investment Management
Netherlands
MG
565
Mather Group
Illinois
HWA
566
Heartwood Wealth Advisors
Virginia
PS
567
Principal Securities
Iowa
WANY
568
Wealthspire Advisors (New York)
New York
AF
569
Advisornet Financial
Minnesota
ASN
570
Advisory Services Network
Georgia
AWM
571
Abound Wealth Management
Tennessee
GWM
572
Geneos Wealth Management
Colorado
GSWM
573
Golden State Wealth Management
California
DWM
574
Dogwood Wealth Management
Kansas
IRC
575
Investors Research Corp
Georgia