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SUNS

Sunrise Realty Trust

71 hedge funds and large institutions have $43.5M invested in Sunrise Realty Trust in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% more funds holding

Funds holding: 7071 (+1)

0.24% less ownership

Funds ownership: 34.54%34.3% (-0.24%)

10% less capital invested

Capital invested by funds: $48.2M → $43.5M (-$4.75M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
22
Reduced
26
Closed
5
Calls
$4.9M
Puts
Net Calls
+$4.9M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$139K -$5.5K -561 -4%
JP Morgan Chase
27
JP Morgan Chase
New York
$138K -$5.51K -563 -4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$130K +$15K +1,535 +13%
N
29
Nuveen
North Carolina
$128K
Two Sigma Investments
30
Two Sigma Investments
New York
$125K -$69.6K -7,104 -35%
CRC
31
Curi RMB Capital
Illinois
$124K
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$122K +$49 +5 +0%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$112K +$107K +10,950 +1,217%
RFA
34
Register Financial Advisors
Georgia
$110K
Wells Fargo
35
Wells Fargo
California
$107K +$35.3K +3,602 +46%
Bank of America
36
Bank of America
North Carolina
$68.9K +$42.3K +4,321 +145%
SWM
37
Spire Wealth Management
Virginia
$52.8K -$8.16K -833 -13%
Deutsche Bank
38
Deutsche Bank
Germany
$47.2K
Mirae Asset Global ETFs Holdings
39
Mirae Asset Global ETFs Holdings
Hong Kong
$45.4K -$2.61K -266 -5%
Citigroup
40
Citigroup
New York
$40.2K +$40.6K +4,145 +3,543%
PFSRSONJ
41
Police & Firemen's Retirement System of New Jersey
New Jersey
$33.3K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$28.9K +$30.1K +3,075 New
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$22.2K +$4.42K +451 +24%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$21.1K
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
$16.9K -$12.5K -1,275 -42%
UBS Group
46
UBS Group
Switzerland
$16.4K -$35.3K -3,608 -68%
SOADOR
47
State of Alaska Department of Revenue
Alaska
$11K +$11.7K +1,198 New
SO
48
STRS Ohio
Ohio
$10.4K
TRCT
49
Tower Research Capital (TRC)
New York
$10.4K +$88 +9 +0.8%
Legal & General Group
50
Legal & General Group
United Kingdom
$8.53K

SUNS Hedge Fund Activity: Q4 2025 in Review

71 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Sunrise Realty Trust (SUNS) for Q4 2025, worth a combined $43.5M — down 9.9% from $48.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SUNS positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $1.15M. The largest seller was Wasatch Advisors, cutting an estimated $1.38M.

  • 71 institutional investors held Sunrise Realty Trust (SUNS) as of Q4 2025, up from 70 in Q3 2025.
  • Funds reported $43.5M of Sunrise Realty Trust stock for Q4 2025, down 9.9% quarter-over-quarter.
  • 6 funds opened new Sunrise Realty Trust positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest Sunrise Realty Trust buyer in Q4 2025 was Penserra Capital Management, an estimated $1.15M added.
  • The largest Sunrise Realty Trust seller in Q4 2025 was Wasatch Advisors, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2025.