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SUNS

Sunrise Realty Trust

66 hedge funds and large institutions have $50M invested in Sunrise Realty Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,342,400% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $1K

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0.5% less ownership

Funds ownership: 35.64%35.14% (-0.5%)

1% less funds holding

Funds holding: 6766 (-1)

6% less capital invested

Capital invested by funds: $53M → $50M (-$2.95M)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
23
Reduced
19
Closed
11
Calls
$13.4M
Puts
$1K
Net Calls
+$13.4M
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$8.72M -$1.22M -117,894 -13%
BlackRock
2
BlackRock
New York
$6.91M +$191K +18,392 +3%
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$6.46M +$114K +10,979 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.24M +$20.3K +1,960 +0.4%
GC
5
Gratia Capital
California
$4.74M +$769K +74,193 +20%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$2.54M +$473K +45,680 +24%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.03M -$11.3K -1,089 -0.6%
Raymond James Financial
8
Raymond James Financial
Florida
$1.76M -$1.4M -135,017 -45%
State Street
9
State Street
Massachusetts
$1.73M +$168K +16,244 +11%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$1.52M +$129K +12,416 +9%
Marshall Wace
11
Marshall Wace
United Kingdom
$1.1M -$268K -25,903 -20%
Stifel Financial
12
Stifel Financial
Missouri
$747K +$731K +70,517 New
Northern Trust
13
Northern Trust
Illinois
$705K -$68.9K -6,644 -9%
Citadel Advisors
14
Citadel Advisors
Florida
$498K +$487K +46,985 New
Morgan Stanley
15
Morgan Stanley
New York
$356K +$50.7K +4,888 +17%
LPL Financial
16
LPL Financial
California
$337K -$15.5K -1,494 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$318K +$24.7K +2,380 +9%
Renaissance Technologies
18
Renaissance Technologies
New York
$300K -$469K -45,303 -62%
Charles Schwab
19
Charles Schwab
California
$298K
EF
20
Empirical Finance
Pennsylvania
$262K +$256K +24,732 New
Russell Investments Group
21
Russell Investments Group
United Kingdom
$231K -$158K -15,283 -41%
Two Sigma Investments
22
Two Sigma Investments
New York
$228K -$289K -27,868 -56%
Jane Street
23
Jane Street
New York
$213K +$208K +20,062 New
Barclays
24
Barclays
United Kingdom
$180K +$64.8K +6,255 +58%
JP Morgan Chase
25
JP Morgan Chase
New York
$169K -$51.3K -4,949 -24%

SUNS Hedge Fund Activity: Q2 2025 in Review

66 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sunrise Realty Trust (SUNS) for Q2 2025, worth a combined $50M — down 5.6% from $53M a quarter earlier.

Fund positioning in SUNS was balanced in Q2 2025: 11 funds opened new positions, 11 closed out, 23 added to existing stakes and 19 trimmed.

The largest buyer was Gratia Capital, adding an estimated $769K. The largest seller was Raymond James Financial, cutting an estimated $1.4M.

  • 66 institutional investors held Sunrise Realty Trust (SUNS) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $50M of Sunrise Realty Trust stock for Q2 2025, down 5.6% quarter-over-quarter.
  • 11 funds opened new Sunrise Realty Trust positions in Q2 2025 and 11 closed out, a net change of 0 holders.
  • The largest Sunrise Realty Trust buyer in Q2 2025 was Gratia Capital, an estimated $769K added.
  • The largest Sunrise Realty Trust seller in Q2 2025 was Raymond James Financial, an estimated $1.4M sold.

Based on aggregated 13F filings for Q2 2025.