We are live on ! Find out more
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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$7.94K
GI
52
GAMMA Investing
California
$7.13K +$5.37K +548 +263%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$5.89K -$118 -12 -2%
SCM
54
Sterling Capital Management
North Carolina
$5.53K -$1.13K -115 -16%
AIP
55
Ameritas Investment Partners
Nebraska
$5.08K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$4.42K -$6.59K -673 -59%
NFSG
57
Newbridge Financial Services Group
Florida
$3.76K
VCM
58
Versant Capital Management
Arizona
$3.01K +$3.13K +319 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.14K -116 -27%
AB
60
Amalgamated Bank
New York
$3K -$402 -41 -11%
AAP
61
Arax Advisory Partners
Colorado
$1.65K -$5.5K -562 -76%
Optiver Holding
62
Optiver Holding
Netherlands
$1.41K
FHA
63
Flagship Harbor Advisors
Massachusetts
$1.41K +$1.46K +149 New
MWA
64
Medallion Wealth Advisors
Connecticut
$462
TC
65
Truvestments Capital
Florida
$245
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$94 -$21.8K -2,223 -100%
EP
67
Essential Partners
California
$57 -$1.35K -138 -96%
EWA
68
EverSource Wealth Advisors
Alabama
$47 -$11.4K -1,166 -100%
IA
69
IFP Advisors
Florida
$38 -$20 -2 -33%
AF
70
Allworth Financial
California
$29 +$29 +3 New
EF
71
Empirical Finance
Pennsylvania
-$257K -24,732 Closed
Invesco
72
Invesco
Georgia
-$122K -11,706 Closed
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
-$106K -10,154 Closed
Jane Street
74
Jane Street
New York
-$105K -10,063 Closed
CCA
75
Catalyst Capital Advisors
New York
-$90K -8,666 Closed

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.