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SUNS

Sunrise Realty Trust

67 hedge funds and large institutions have $53M invested in Sunrise Realty Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,322,700% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $1K

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

53% more capital invested

Capital invested by funds: $34.5M → $53M (+$18.5M)

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

14% more funds holding

Funds holding: 5967 (+8)

0.31% more ownership

Funds ownership: 35.33%35.64% (+0.31%)

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
25
Reduced
17
Closed
5
Calls
$13.2M
Puts
$1K
Net Calls
+$13.2M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
51
Versant Capital Management
Arizona
$6.93K +$7.52K +626 New
AIP
52
Ameritas Investment Partners
Nebraska
$5.97K
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$4.52K
NFSG
54
Newbridge Financial Services Group
Florida
$4.42K
AB
55
Amalgamated Bank
New York
$4K +$2.12K +176 +96%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$2.33K -$433 -36 -15%
SCM
57
Sterling Capital Management
North Carolina
$1.99K -$144 -12 -6%
PA
58
Parallel Advisors
California
$1.21K
GI
59
GAMMA Investing
California
$808 -$156 -13 -15%
AAP
60
Arax Advisory Partners
Colorado
$720 +$625 +52 +400%
MWA
61
Medallion Wealth Advisors
Connecticut
$534
EWA
62
EverSource Wealth Advisors
Alabama
$465 +$96 +8 +24%
LC
63
Lindbrook Capital
California
$310
TC
64
Truvestments Capital
Florida
$288 -$6.73K -560 -96%
FAM
65
Flaharty Asset Management
Florida
$177 +$192 +16 New
IA
66
IFP Advisors
Florida
$89
CP
67
Castalian Partners
Minnesota
-$2.71M -192,401 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$356K -25,299 Closed
BCM
69
Bridgeway Capital Management
Texas
-$199K -14,166 Closed
AF
70
Allworth Financial
California
-$395 -36 Closed
ME
71
McIlrath & Eck
Washington
-$397 -33 Closed
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
-$156 -13 -33%
C
73
Covestor
United Kingdom
-$12 -1 -7%

SUNS Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sunrise Realty Trust (SUNS) for Q1 2025, worth a combined $53M — up 53% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SUNS positions and 5 closed out — a net gain of 8 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $7.2M. The largest seller was Castalian Partners, exiting entirely with an estimated $2.71M sold.

  • 67 institutional investors held Sunrise Realty Trust (SUNS) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $53M of Sunrise Realty Trust stock for Q1 2025, up 53% quarter-over-quarter.
  • 13 funds opened new Sunrise Realty Trust positions in Q1 2025 and 5 closed out, a net change of +8 holders.
  • The largest Sunrise Realty Trust buyer in Q1 2025 was Philadelphia Financial Management of San Francisco, an estimated $7.2M added.
  • The largest Sunrise Realty Trust seller in Q1 2025 was Castalian Partners, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2025.