Sunrun

RUN • NASDAQ

Sunrun is a solar company in the energy sector on NASDAQ, led by Mary Powell, with a market cap of $4.2B. As of Q3 2025, 104% of shares are held by 354 institutional investors, with BlackRock, Inc. as the largest holder at 16.2%.

Chief Executive OfficerMary Powell

Market Cap$4.2B

Solar

Energy

Employees10.8K

Websitesunrun.com

Country

United States of America

Overview

Overview of institutional ownership in RUN as of Q3 2025 with a market cap of $4.0B

All Institutions

Institutions: 354
Value Held: $4.1B
Shares Held: 238.7M
Avg Position: $11.7M
Median Position: $610.9K

Hedge Funds

Hedge Funds: 51
Value Held: $892.9M
Shares Held: 51.6M
Avg Position: $17.5M
Median Position: $3.3M

Ownership Breakdown

Institutional (non-HF)

81.14%

$3.2B

Hedge Funds

22.38%

$892.9M

Retail & Other

Based on market cap of $4.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in RUN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$646.1M 0.01% of portfolio	16.20% 37.4M shares	Q1 2016 Held for 9y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$418.3M 0.01% of portfolio	10.49% 24.2M shares	Q3 2015 Held for 10y 2m	$6.69T
Greenvale Capital LLP Hedge Fund•Long/Short	Bruce Edward Emery CIO	$231.8M 18.54% of portfolio	5.81% 13.4M shares	Q1 2022 Held for 3y 8m	$1.3B
D D. E. Shaw & Co., Inc. Institution	-	$165.0M 0.14% of portfolio	4.14% 9.5M shares	Q4 2019 Held for 5y 11m	$115.81B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$159.6M 0.01% of portfolio	4.00% 9.2M shares	Q3 2015 Held for 10y 2m	$2.88T
P PGGM Investments Institution	-	$142.8M 2.38% of portfolio	3.58% 8.3M shares	Q3 2022 Held for 3y 2m	$6.0B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$137.3M 0.03% of portfolio	3.44% 7.9M shares	Q3 2017 Held for 8y 2m	$466.32B
M Maple Rock Capital Partners, Inc. Hedge Fund•Multi-Strategy	Xavier George Majic CEO	$128.6M 5.02% of portfolio	3.22% 7.4M shares	Q4 2023 Held for 1y 11m	$2.6B
G Grantham, Mayo, Van Otterloo & Co. LLC Long Only Manager	William Michael May Owner	$107.6M 0.30% of portfolio	2.70% 6.2M shares	Q1 2021 Held for 4y 8m	$35.4B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$94.4M 0.01% of portfolio	2.37% 5.5M shares	Q3 2015 Held for 10y 2m	$1.57T

Net Capital Flow

Institutional buying and selling activity for RUN in Q3 2025

Traded: +$202.7M
Buyers: 186
Sellers: 186
Total Bought: +$884.2M
Total Sold: −$681.4M
Avg Position: $9.9M

Biggest Buyers

Institution	Net Bought	Current Position
D D. E. Shaw & Co., Inc. Institution	+$138.9M +8.0M shares	$165.0M 9.5M shares
S SOROS FUND MANAGEMENT LLC Institution	+$73.0M +4.2M shares	$73.0M 4.2M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$51.7M +3.0M shares	$51.7M 3.0M shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$50.3M +2.9M shares	$50.3M 2.9M shares
Slate Path Capital LP Hedge Fund•Long/Short	+$47.3M +2.7M shares	$47.3M 2.7M shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$41.7M +2.4M shares	$41.7M 2.4M shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	+$40.2M +2.3M shares	$40.2M 2.3M shares
R ROBECOSAM AG Institution	+$37.0M +2.1M shares	$37.0M 2.1M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$32.5M +1.9M shares	$32.5M 1.9M shares
B BNP Paribas Investment Partners S.A. Institution	+$27.8M +1.6M shares	$48.8M 2.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$123.3M −7.1M shares	$61.1M 3.5M shares
G Grantham, Mayo, Van Otterloo & Co. LLC Long Only Manager	−$75.9M −4.4M shares	$107.6M 6.2M shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$52.7M −3.0M shares	$137.3M 7.9M shares
GOLDMAN SACHS GROUP INC Institution	−$29.7M −1.7M shares	$52.6M 3.0M shares
A Amundi Institution	−$26.5M −1.5M shares	$33.9M 1.9M shares
JPMORGAN CHASE & CO Institution	−$24.9M −1.4M shares	$15.5M 898.1K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$24.7M −3.0M shares	Sold Off 0 shares
UBS Group AG Institution	−$23.8M −1.4M shares	$20.1M 1.2M shares
MORGAN STANLEY RIA/Wealth	−$19.8M −1.1M shares	$68.6M 4.0M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$19.6M −1.1M shares	$4.0M 232.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited RUN in Q3 2025

New Positions: 19
New Value: $118.4M
Exited Positions: 64
Exited Value: $84.5M

New Positions

Institution	Position Value
T T. Rowe Price Investment Management, Inc. Insurance Manager	$50.3M 2.9M shares
Slate Path Capital LP Hedge Fund•Long/Short	$47.3M 2.7M shares
Goodlander Investment Management, LLC Hedge Fund•Long/Short	$5.5M 320.0K shares
O OSSIAM Institution	$5.0M 288.7K shares
CenterBook Partners LP Hedge Fund•Market Neutral	$2.3M 131.6K shares
Range Financial Group LLC RIA/Wealth	$1.4M 81.2K shares
M Maxi Investments CY Ltd Institution	$1.3M 75.2K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$1.3M 74.6K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$1.3M 102.6K shares
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth	$835.8K 48.3K shares

Exited Positions

Institution	Previous Position
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$24.7M 3.0M shares
H HRT FINANCIAL LLC Institution	$9.4M 1.2M shares
R Ratan Capital Management LP Hedge Fund•Long/Short	$7.2M 11.6K shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	$5.3M 644.5K shares
C Clal Insurance Enterprises Holdings Ltd Institution	$5.2M 640.0K shares
C Covalis Capital LLP Institution	$5.0M 605.3K shares
S SIMPLEX TRADING, LLC Institution	$4.3M 530.9K shares
A AGF MANAGEMENT LTD Institution	$3.5M 422.8K shares
IMC-Chicago, LLC RIA/Wealth	$3.3M 398.0K shares
Blueshift Asset Management, LLC Hedge Fund•Quant	$1.9M 233.4K shares

Options Activity

Institutions with the largest Call and Put options positions in RUN as of Q3 2025

Call Positions: 39
Call Value: $616.9M
Put Positions: 42
Put Value: $381.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$160.4M 92.7K contracts
Caption Management, LLC Hedge Fund•Long/Short	$109.9M 63.5K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$60.1M 34.7K contracts
BARCLAYS PLC Institution	$46.0M 26.6K contracts
S SOROS FUND MANAGEMENT LLC Institution	$38.9M 22.5K contracts
J JANE STREET GROUP, LLC Institution	$30.2M 17.4K contracts
D D. E. Shaw & Co., Inc. Institution	$27.2M 15.7K contracts
Greenvale Capital LLP Hedge Fund•Long/Short	$20.5M 11.9K contracts
M MASTERS CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	$17.3M 10.0K contracts
UBS Group AG Institution	$16.1M 9.3K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$82.8M 47.9K contracts
BARCLAYS PLC Institution	$60.2M 34.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$47.8M 27.7K contracts
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$30.5M 17.6K contracts
J JANE STREET GROUP, LLC Institution	$29.0M 16.8K contracts
D D. E. Shaw & Co., Inc. Institution	$22.6M 13.1K contracts
W WHITEBOX ADVISORS LLC Hedge Fund•Multi-Strategy	$16.6M 9.6K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$8.4M 4.9K contracts
Caption Management, LLC Hedge Fund•Long/Short	$8.3M 4.8K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$8.1M 4.7K contracts

Most Committed Institutions

Institutions with RUN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Greenvale Capital LLP Hedge Fund•Long/Short	Bruce Edward Emery CIO	18.54% $231.8M	5.81% 13.4M shares	Q1 2022 Held for 3y 8m	$1.3B
M Maple Rock Capital Partners, Inc. Hedge Fund•Multi-Strategy	Xavier George Majic CEO	5.02% $128.6M	3.22% 7.4M shares	Q4 2023 Held for 1y 11m	$2.6B
ARDSLEY ADVISORY PARTNERS Hedge Fund•Long/Short	Steven Nicholas Napoli CFO	4.31% $27.7M	0.69% 1.6M shares	Q2 2021 Held for 4y 5m	$641.4M
CANYON CAPITAL ADVISORS LLC Hedge Fund•Multi-Strategy	Joshua Stephan Friedman Managing Partner	4.03% $29.4M	0.74% 1.7M shares	Q1 2022 Held for 3y 8m	$729.4M
P PGGM Investments Institution	-	2.38% $142.8M	3.58% 8.3M shares	Q3 2022 Held for 3y 2m	$6.0B
U USCF Advisers LLC Institution	John Parish Love CEO	2.30% $22.5K	0.00% 1.3K shares	Q3 2023 Held for 2y 2m	$977.5K
Goodlander Investment Management, LLC Hedge Fund•Long/Short	Charles Anthony Labanowski Founder	2.11% $5.5M	0.14% 320.0K shares	Q3 2025 Held for 2 months	$262.3M
S SOROS FUND MANAGEMENT LLC Institution	-	1.69% $73.0M	1.83% 4.2M shares	Q1 2024 Held for 1y 8m	$4.3B
SORA INVESTORS LLC Hedge Fund•Long/Short	Karl K Richter CIO	0.96% $10.4M	0.26% 604.1K shares	Q3 2025 Held for 2 months	$1.1B
R ROBECOSAM AG Institution	-	0.83% $37.0M	0.93% 2.1M shares	Q3 2025 Held for 2 months	$4.4B

Hedge Fund Spotlight

Discover hedge funds investing in RUN

ALGERT COLDIRON INVESTORS LLC

Hedge Fund • Quant

Portfolio ManagerRyan Zentner Lafond

Portfolio Value: $6.0B
Positions: 1,110
Last Reported: Q3 2025

Sector Allocation

Position in Sunrun

Market Value: $3.6M
Shares Held: 206.8K
Portfolio Weight: 0.06%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Nextpower Inc. NXT	Solar Energy	$40.8M	0.68%
2 Mueller Industries MLI	Manufacturing - Metal Fabrication Industrials	$38.9M	0.65%
3 Credo Technology Group Holding Ltd CRDO	Communication Equipment Technology	$38.7M	0.64%