We are live on ! Find out more
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
WA
1
Wasatch Advisors
Utah
$10.4M +$3.99M +331,737 +54%
BlackRock
2
BlackRock
New York
$7.01M +$2.27M +188,784 +42%
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$6.63M +$7.2M +598,865 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.45M +$2.51M +209,066 +74%
GC
5
Gratia Capital
California
$4.12M +$4.48M +372,527 New
Raymond James Financial
6
Raymond James Financial
Florida
$3.34M +$3.62M +301,430 New
PRCP
7
Pacific Ridge Capital Partners
Oregon
$2.14M +$2.32M +193,486 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.13M +$801K +66,629 +53%
State Street
9
State Street
Massachusetts
$1.61M +$133K +11,061 +8%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$1.45M +$1.58M +131,153 New
Marshall Wace
11
Marshall Wace
United Kingdom
$1.43M +$1.15M +95,707 +284%
Renaissance Technologies
12
Renaissance Technologies
New York
$815K +$377K +31,400 +74%
Northern Trust
13
Northern Trust
Illinois
$809K +$320K +26,597 +57%
MA
14
MYDA Advisors
New York
$775K +$841K +70,000 New
Two Sigma Investments
15
Two Sigma Investments
New York
$547K +$594K +49,408 New
Russell Investments Group
16
Russell Investments Group
United Kingdom
$410K -$2.29M -190,561 -84%
LPL Financial
17
LPL Financial
California
$368K +$400K +33,285 New
Morgan Stanley
18
Morgan Stanley
New York
$318K +$52.6K +4,378 +18%
Charles Schwab
19
Charles Schwab
California
$311K +$144K +12,000 +75%
Goldman Sachs
20
Goldman Sachs
New York
$309K +$117K +9,732 +54%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$306K +$78.6K +6,538 +31%
JP Morgan Chase
22
JP Morgan Chase
New York
$231K -$5.03K -419 -2%
N
23
Nuveen
North Carolina
$210K +$71.5K +5,951 +46%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$202K -$30.5K -2,540 -12%
Invesco
25
Invesco
Georgia
$157K -$44.3K -3,684 -21%

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.