SUNRUN INC (RUN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy SUNRUN INC (RUN) following the 2026 Q1 hedge fund 13F filings?

As of today, RUN has moved -3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.5% for the XLK sector ETF — an outperformance of -8.3%. Since the quarter end (March 31, 2026), RUN gained +4.9% vs +38.6% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

SUNRUN INC (RUN)

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

Smart Money Signals — RUN

Based on 397 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their RUN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 91% of 3.0Y peak

91% of all-time peak

397 funds currently hold this stock — 91% of the 3.0-year high of 435 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+26 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 49% buying

212 buying217 selling

Last quarter: 217 funds reduced or exited vs 212 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-39 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 81 → 66 → 99 → 60. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new

256 out of 397 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.

💎

Buying through price weakness — shares -7%, value -40%

Value

-39%

-7%

Last quarter: funds added -7% more shares while total portfolio value only changed -40%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~60 new funds/quarter

45 → 81 → 66 → 99 → 60 new funds/Q

New funds entering each quarter: 81 → 66 → 99 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 18% new

Of 434 current holders: 314 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

55 of 397 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	396	415	-4.58%
13F Shares	279M	301M	-7.27%
Total Value	$3.60B	$5.99B	-39.91%
New Positions	59	99	-40
Increased Positions	136	143	-7
Closed Positions	78	53	+25
Reduced Positions	135	118	+17
Total Calls	20	30	-33.33%
Total Puts	20	31	-35.48%
PUT/CALL Ratio	1.0	1.03	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

396

415

-4.58%

13F Shares

279M

301M

-7.27%

Total Value

$3.60B

$5.99B

-39.91%

New Positions

-40

Increased Positions

136

143

-7

Closed Positions

+25

Reduced Positions

135

118

+17

Total Calls

-33.33%

Total Puts

-35.48%

PUT/CALL Ratio

1.0

1.03

Neutral

Institutional Holders (2026 Q1)

396 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of RUN — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Greenvale Capital LLP	17.84%	12,000,000	$162.7M
2	CANYON CAPITAL ADVISORS LLC	4.34%	2,470,000	$33.5M
3	Semanteon Capital Management, LP	2.76%	15,176	$206K
4	PGGM Investments	2.27%	9,546,965	$129K
5	ARDSLEY ADVISORY PARTNERS LP	1.96%	1,135,000	$15.4M
6	BIT Capital GmbH	1.50%	2,286,978	$31.0M
7	Maple Rock Capital Partners Inc.	1.32%	3,002,100	$40.7M
8	SORA INVESTORS LLC	1.27%	1,013,157	$13.7M
9	Robeco Schweiz AG	1.21%	4,222,937	$57.3M
10	PLUSTICK MANAGEMENT LLC	1.05%	160,000	$2.2M
11	NIA IMPACT ADVISORS, LLC	0.86%	143,198	$1.9M
12	Green Alpha Advisors, LLC	0.68%	50,726	$688K
13	RIDGECREST WEALTH PARTNERS, LLC	0.59%	79,000	$1.1M
14	NORDEN GROUP LLC	0.35%	270,227	$3.7M
15	HUSSMAN STRATEGIC ADVISORS, INC.	0.31%	105,000	$1.4M
16	Ridge Creek Global, Inc	0.29%	25,400	$344K
17	Grantham, Mayo, Van Otterloo & Co. LLC	0.27%	7,820,138	$106.0M
18	Blueshift Asset Management, LLC	0.27%	64,895	$880K
19	Alyeska Investment Group, L.P.	0.25%	6,501,139	$88.2M
20	OXFORD ASSET MANAGEMENT LLP	0.25%	42,301	$574K
21	CLOVERFIELDS CAPITAL GROUP, LP	0.24%	55,320	$750K
22	RWC Asset Management LLP	0.23%	415,562	$5.6M
23	MIROVA	0.23%	425,416	$5.8M
24	MASTERS CAPITAL MANAGEMENT LLC	0.22%	500,000	$6.8M
25	Quantitative Investment Management, LLC	0.22%	154,208	$2K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RUN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RUN?

More sellers than buyers — 49% buying: Last quarter: 217 funds reduced or exited vs 212 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for RUN holders?

Strong quality — 39% AUM from major funds: 55 of 397 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RUN?

64% of holders stayed for 2+ years: 256 out of 397 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.

Is it too late to buy SUNRUN INC (RUN) following the 2026 Q1 hedge fund 13F filings?

As of today, RUN has moved -3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.5% for the XLK sector ETF — an outperformance of -8.3%. Since the quarter end (March 31, 2026), RUN has gained +4.9% vs +38.6% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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SUNRUN INC (RUN)

Smart Money Signals — RUN

Selling streak — 1 quarter in a row

High ownership — 91% of 3.0Y peak

Steady growth — +7% more funds vs a year ago

More sellers than buyers — 49% buying

Fewer new buyers each quarter (-39 vs last Q)

64% of holders stayed for 2+ years

Buying through price weakness — shares -7%, value -40%

Steady discovery — ~60 new funds/quarter

Deep conviction — 72% of holders stayed 2+ years

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — RUN

Hedge Fund Ownership: RUN

Market Analysis: RUN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RUN

Is It Too Late to Buy SUNRUN INC (RUN) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RUN

Statistics: RUN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SUNRUN INC (RUN)

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