Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sunrun Inc (RUN)

387 + Investors. Track Smart Money conviction in RUN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — RUN

Based on 400 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
400 funds currently hold this stock — 92% of the 3.0-year high of 436 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

241 buying189 selling
Last quarter: 241 funds bought or added vs 189 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new RUN position: 67 → 99 → 61 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
255 out of 400 hedge funds have held RUN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

82 → 67 → 99 → 61 → 68 new funds/Q
New funds entering each quarter: 67 → 99 → 61 → 68. RUN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 73% veterans vs 17% newcomers

■ 73% veterans ■ 10% 1-2yr ■ 17% new
Entry-cohort mix of 450 holders: 329 (73%) are 2+ year veterans, 43 entered 1–2 years ago, and 78 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
58 of 391 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in RUN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RUN

In 2026 Q2, 241 hedge funds were net buyers of RUN (68 opened a new position, 173 added to an existing one), while 189 reduced or exited (121 trimmed, 68 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 65% of total institutional value in RUN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 400.

Hedge Fund Ownership: RUN

How many hedge funds hold RUN — quarterly history vs. share price
Quarterly hedge fund ownership of RUN vs. share price

Market Analysis: RUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RUN

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: RUN
387 + Investors

Track Smart Money conviction in RUN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 387 400 -3.25%
13F Shares 304M 279M 8.95%
Total Value $3.86B $3.60B 7.12%
New Positions 66 61 +5
Increased Positions 166 136 +30
Closed Positions 70 77 -7
Reduced Positions 104 137 -33
Total Calls 35 20 75.0%
Total Puts 24 20 20.0%
PUT/CALL Ratio 0.69 1.0 Bullish

Statistics: RUN

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Institutional Holders (2026 Q2)

387 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RUN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RUN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Greenvale Capital LLP 19.44% 13,304,181 $178.0M
2 Dayah Capital LLC 6.31% 1,400,000 $18.7M
3 REX Advisers, LLC 4.03% 133,400 $1.8M
4 Canyon Capital Advisors LLC 3.75% 2,470,000 $33.0M
5 Ardsley Advisory Partners LP 2.23% 1,600,000 $21.4M
6 Arosa Capital Management LP 1.91% 800,000 $10.7M
7 Maple Rock Capital Partners Inc. 0.97% 3,694,548 $49.4M
8 Arosa Capital Management LP 0.95% 400,000 $5.4M
9 Dayah Capital LLC 0.95% 211,146 $2.8M
10 Robeco Schweiz AG 0.92% 4,263,680 $57.0M
11 Semanteon Capital Management, LP 0.88% 14,611 $195K
12 Nia Impact Advisors, LLC 0.74% 133,102 $1.8M
13 U S Wealth Group, LLC. 0.71% 77,940 $1.1M
14 Greenvale Capital LLP 0.71% 487,000 $6.5M
15 Kingdon Capital Management, L.L.C. 0.69% 500,000 $6.7M
16 Sourcerock Group LLC 0.60% 855,841 $11.5M
17 Hussman Strategic Advisors, INC. 0.58% 189,000 $2.5M
18 Ridgecrest Wealth Partners, LLC 0.51% 79,000 $1.1M
19 Green Alpha Advisors, LLC 0.46% 51,072 $683K
20 Blueshift Asset Management, LLC 0.41% 132,165 $1.8M
21 Masters Capital Management LLC 0.34% 1,000,000 $13.4M
22 Norden Group LLC 0.33% 296,500 $4.0M
23 Ridge Creek Global, Inc 0.25% 24,300 $325K
24 RWC Asset Management LLP 0.25% 497,268 $6.7M
25 SCP Investment, LP 0.25% 20,088 $269K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sunrun Inc (RUN)

What does the Smart Money Trend signal show for RUN?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for RUN?

Slight buying edge — 56% buying: Last quarter: 241 funds bought or added vs 189 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RUN holders?

Elite ownership — 65% AUM from top-100 funds: 58 of 391 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in RUN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RUN?

64% of holders stayed for 2+ years: 255 out of 400 hedge funds have held RUN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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