SUN MICROSYSTEMS, INC. hedge fund holdings
JAVA$80.20+0.50 (+0.63%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
JAVA · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+16.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 105 | 49 | $339M | $49.6M | 212 | Aug 14, 2025 |
| Q3 2025 | 76 | 54 | $1.58B | $89.2M | 212 | Nov 14, 2025 |
| Q4 2025 | 98 | 46 | $295M | $892M | 239 | Feb 14, 2026 |
| Q1 2026 | 101 | 46 | $852M | $208M | 251 | May 15, 2026 |
| Q2 2026 | 97 | 64 | $416M | $363M | 259 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
259 filersNew position
29$65.8M+829K sh
Increased
68$351M+4.42M sh
Reduced
47-$351M-4.42M sh
Out / sold
17-$11.7M-148K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | Added 10.43% | +$67.9M | $719M | 5.34% | Aug 13, 2026 |
| Northwest Financial Advisors | New Buy | +$45.1M | $45.1M | 5.99% | Jul 27, 2026 |
| Sagespring Wealth Partners, LLC | Added 8.86% | +$33.5M | $412M | 6.33% | Aug 3, 2026 |
| Elevation Point Wealth Partners, LLC | Reduce 79.93% | -$31.5M | $7.9M | 0.15% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | Reduce 35.93% | -$31.3M | $55.9M | 0.52% | Aug 14, 2026 |
| WCG Wealth Advisors LLC | Reduce 83.92% | -$29.2M | $5.61M | 0.13% | Aug 14, 2026 |
| Convergence Financial, LLC | Added 56.82% | +$15.9M | $43.8M | 3.49% | Aug 5, 2026 |
| Weil Company, Inc. | Reduce 91.84% | -$9.35M | $831K | 0.15% | Aug 5, 2026 |
| DAVENPORT & Co LLC | Added 77.16% | +$8.33M | $19.1M | 0.09% | Jul 13, 2026 |
| Ci Investments Inc. | Added 15.87% | +$6.91M | $50.4M | 0.16% | Aug 13, 2026 |
| Unique Wealth, LLC | Added 17.93% | +$5.68M | $37.4M | 4.35% | Jul 21, 2026 |
| WealthPlan Investment Management, LLC | Added 16.89% | +$4.37M | $30.2M | 1.50% | Jul 28, 2026 |
| Worth Financial Advisory Group, LLC | New Buy | +$3.63M | $3.63M | 1.51% | Jul 31, 2026 |
| Independent Advisor Alliance | Sell 100% | -$3.53M | $0 | 0.00% | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | New Buy | +$3.3M | $3.3M | 0.06% | Aug 11, 2026 |
| Cibc World Market Inc. | Added 210.60% | +$2.94M | $4.33M | 0.01% | Aug 13, 2026 |
| Great Valley Advisor Group, Inc. | Added 4.60% | +$2.89M | $65.7M | 1.04% | Aug 10, 2026 |
| BCGM Wealth Management, LLC | Reduce 16.28% | -$2.7M | $13.9M | 2.93% | Aug 4, 2026 |
| Confluence Wealth Services, Inc. | Added 15.53% | +$2.63M | $19.6M | 0.56% | Jul 22, 2026 |
| Daymark Wealth Partners, LLC | Reduce 6.55% | -$2.25M | $32.1M | 0.78% | Jul 31, 2026 |
| Merited Wealth, LLC | Added 90.03% | +$2.23M | $4.71M | 3.33% | Aug 14, 2026 |
| Arq Wealth Advisors, LLC | Added 17.10% | +$2.1M | $14.4M | 1.78% | Jul 24, 2026 |
| FSM Wealth Advisors, LLC | Added 4.88% | +$2.04M | $43.7M | 4.66% | Jul 15, 2026 |
| Avior Wealth Management, LLC | Reduce 2.24% | -$1.74M | $75.9M | 2.00% | Jul 7, 2026 |
| RFG Advisory, LLC | Sell 100% | -$1.74M | $0 | 0.00% | Jul 15, 2026 |
| Cornerstone Wealth Management, LLC | Added 690.30% | +$1.54M | $1.76M | 0.08% | Jul 22, 2026 |
| Storen Legacy Partners, LLC | Added 8.48% | +$1.5M | $19.2M | 5.24% | Jul 17, 2026 |
| IFG Advisory, LLC | New Buy | +$1.48M | $1.48M | 0.05% | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sell 100% | -$1.41M | $0 | 0.00% | Jul 9, 2026 |
| Atria Investments, Inc | Reduce 82.89% | -$1.38M | $285K | 0.00% | Jul 28, 2026 |
| First Heartland Consultants, Inc. | Reduce 42.46% | -$1.32M | $1.79M | 0.12% | Jul 8, 2026 |
| Orrstown Financial Services Inc | Added 1.86% | +$1.26M | $68.7M | 10.19% | Jul 10, 2026 |
| Natixis Advisors, LLC | Added 64.97% | +$1.25M | $3.17M | 0.00% | Aug 14, 2026 |
| Centerline Wealth Advisors, LLC | Added 5.42% | +$1.25M | $24.2M | 7.60% | Jul 17, 2026 |
| MN Wealth Advisors, LLC | Reduce 12.78% | -$1.21M | $8.27M | 3.52% | Jul 23, 2026 |
| Providence First Trust Co | New Buy | +$1.16M | $1.16M | 0.32% | Jul 27, 2026 |
| Perennial Investment Advisors, LLC | Reduce 17.54% | -$1.16M | $5.43M | 0.36% | Aug 14, 2026 |
| Summitpoint Capital Management | Added 21.09% | +$1.02M | $5.87M | 6.33% | Aug 13, 2026 |
| Keyvantage Wealth, LLC | Added 7.87% | +$909K | $12.5M | 4.71% | Aug 11, 2026 |
| Exchange Traded Concepts, LLC | Added 7.92% | +$907K | $12.4M | 0.06% | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | Added 6.69% | +$882K | $14.1M | 0.12% | Jul 27, 2026 |
| Essex Financial Services, Inc. | Added 284.53% | +$778K | $1.05M | 0.05% | Aug 10, 2026 |
| Cyndeo Wealth Partners, LLC | Added 11.27% | +$749K | $7.4M | 0.35% | Jul 21, 2026 |
| Intellus Advisors LLC | Added 1.80% | +$688K | $38.9M | 4.73% | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | Reduce 73.54% | -$665K | $239K | 0.01% | Aug 4, 2026 |
| Strategic Financial Concepts, LLC | Sell 100% | -$657K | $0 | 0.00% | Jul 28, 2026 |
| Signature Estate & Investment Advisors LLC | Sell 100% | -$621K | $0 | 0.00% | Jul 14, 2026 |
| Clear Point Advisors Inc. | New Buy | +$617K | $617K | 0.55% | Jul 29, 2026 |
| Capital Analysts, LLC | Added 6.09% | +$599K | $10.4M | 0.24% | Aug 5, 2026 |
| MassMutual Private Wealth & Trust, FSB | Reduce 35.25% | -$598K | $1.1M | 0.03% | Jul 2, 2026 |
| NVWM, LLC | Sell 100% | -$574K | $0 | 0.00% | Jul 29, 2026 |
| Independence Asset Advisors, LLC | Added 30.82% | +$556K | $2.36M | 0.61% | Jul 15, 2026 |
| TritonPoint Partners, LLC | Reduce 45.10% | -$532K | $647K | 0.05% | Aug 13, 2026 |
| Vise Technologies, Inc. | New Buy | +$504K | $504K | 0.01% | Aug 11, 2026 |
| Arlington Financial Advisors, LLC | Added 1.59% | +$464K | $29.7M | 3.77% | Jul 22, 2026 |
| Fairvoy Private Wealth, LLC | Added 25.71% | +$424K | $2.07M | 0.42% | Jul 17, 2026 |
| Atticus Wealth Management, LLC | Sell 100% | -$419K | $0 | 0.00% | Jul 15, 2026 |
| Curry Webb Wealth Management LLC | Reduce 24.32% | -$409K | $1.27M | 0.53% | Aug 13, 2026 |
| Wayfinding Financial, LLC | Reduce 28.17% | -$389K | $993K | 0.38% | Aug 13, 2026 |
| Triangle Securities Wealth Management | Added 1.94% | +$382K | $20.1M | 3.99% | Jul 14, 2026 |
| Quantinno Capital Management LP | New Buy | +$360K | $360K | 0.00% | Aug 13, 2026 |
| Fisher Asset Management, LLC | New Buy | +$346K | $346K | 0.00% | Aug 4, 2026 |
| Hopwood Nicholas Hunter | Reduce 11.96% | -$337K | $2.48M | 0.68% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 3.64% | +$333K | $9.48M | 0.02% | Aug 7, 2026 |
| Quotient Wealth Partners, LLC | Added 12.14% | +$327K | $3.02M | 0.07% | Aug 3, 2026 |
| CMH Wealth Management LLC | Added 8.48% | +$320K | $4.09M | 0.62% | Jul 9, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$313K | $313K | 0.01% | Jul 28, 2026 |
| Lake Street Private Wealth, LLC | Reduce 25.13% | -$302K | $900K | 0.10% | Aug 10, 2026 |
| Beacon Capital Management, LLC | New Buy | +$300K | $300K | 0.04% | Jul 29, 2026 |
| Oppenheimer & Co Inc | Reduce 30.70% | -$298K | $672K | 0.01% | Aug 3, 2026 |
| Gladstone Institutional Advisory LLC | Added 7.47% | +$292K | $4.21M | 0.13% | Jul 27, 2026 |
| Landaas & Co /Wi | Added 20.67% | +$292K | $1.7M | 0.31% | Jul 21, 2026 |
| Ignite Planners, LLC | Added 18.64% | +$289K | $1.84M | 0.25% | Jul 23, 2026 |
| Western Wealth Management, LLC | Reduce 5.90% | -$286K | $4.56M | 0.15% | Aug 14, 2026 |
| Triad Wealth Partners, LLC | Added 4.87% | +$280K | $6.02M | 0.35% | Aug 10, 2026 |
| PUREfi Wealth, LLC | Added 15.60% | +$251K | $1.86M | 1.02% | Jul 27, 2026 |
| Lido Advisors, LLC | New Buy | +$220K | $220K | 0.00% | Aug 7, 2026 |
| HUB Investment Partners, LLC | Reduce 21.97% | -$216K | $768K | 0.01% | Jul 31, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$214K | $0 | 0.00% | Aug 14, 2026 |
| Perigon Wealth Management, LLC | Added 3.30% | +$209K | $6.53M | 0.10% | Aug 7, 2026 |
| Shared Vision Wealth Group LLC | New Buy | +$208K | $208K | 0.07% | Jul 31, 2026 |
| Belpointe Asset Management LLC | Added 14.97% | +$208K | $1.6M | 0.05% | Jul 31, 2026 |
| Pine Valley Investments Ltd Liability Co | New Buy | +$207K | $207K | 0.01% | Jul 24, 2026 |
| Crumly & Associates Inc. | Reduce 7.78% | -$207K | $2.45M | 0.47% | Jul 8, 2026 |
| Envestnet Portfolio Solutions, Inc. | New Buy | +$206K | $206K | 0.00% | Jul 20, 2026 |
| Financial Partners Group, Inc | New Buy | +$205K | $205K | 0.02% | Jul 23, 2026 |
| Denver PWM, LLC | Reduce 4.48% | -$197K | $4.21M | 1.38% | Aug 18, 2026 |
| Benjamin Edwards Inc | Added 2.06% | +$192K | $9.51M | 0.09% | Jul 24, 2026 |
| Gill Capital Partners, LLC | Added 1.28% | +$183K | $14.5M | 3.83% | Aug 20, 2026 |
| 3Chopt Investment Partners, LLC | Reduce 9.93% | -$179K | $1.62M | 0.31% | Jul 29, 2026 |
| Firethorn Wealth Partners, LLC | Reduce 29.32% | -$174K | $418K | 0.13% | Jul 15, 2026 |
| 5T Wealth, LLC | Reduce 3.33% | -$162K | $4.72M | 1.76% | Jul 21, 2026 |
| Pinnacle Financial Partners, Inc. | Reduce 4.61% | -$160K | $3.32M | 0.02% | Aug 14, 2026 |
| Geneos Wealth Management Inc. | Added 1.59% | +$160K | $10.3M | 0.21% | Aug 6, 2026 |
| SIMA Wealth Partners, LLC | Reduce 2.02% | -$152K | $7.37M | 5.22% | Jul 28, 2026 |
| Prism Advisors, Inc. | Reduce 0.77% | -$150K | $19.3M | 4.69% | Jul 24, 2026 |
| Americana Partners, LLC | Reduce 0.48% | -$144K | $30.1M | 0.68% | Aug 5, 2026 |
| Steph & Co | Reduce 0.20% | -$142K | $72.5M | 18.35% | Jul 16, 2026 |
| Traveka Wealth, LLC | Added 9.29% | +$142K | $1.67M | 0.56% | Jul 21, 2026 |
| GGM Financial LLC | Reduce 2.51% | -$134K | $5.2M | 1.97% | Jul 23, 2026 |