We are live on ! Find out more

278 hedge funds and large institutions have $3.4B invested in Sunoco in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 63

1.45% more ownership

Funds ownership: 45.08%46.53% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $3.56B → $3.4B (-$156M)

4% less funds holding

Funds holding: 289278 (-11)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

41% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $48.5M

Holders
278
Holders Change
-11
Holders Change %
-3.81%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
99
Reduced
63
Closed
35
Calls
$28.5M
Puts
$48.5M
Net Calls
-$20M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HAP
226
Harbor Asset Planning
Massachusetts
$40.8K +$42.1K +762 New
Russell Investments Group
227
Russell Investments Group
United Kingdom
$40K
GWSG
228
GPS Wealth Strategies Group
Colorado
$36.7K -$30.9K -559 -45%
PA
229
Parallel Advisors
California
$36K +$497 +9 +1%
PTC
230
Private Trust Company
Ohio
$34.8K
MSWA
231
Marshall & Sterling Wealth Advisors
New York
$32.3K
CA
232
CoreCap Advisors
Michigan
$30.9K
LIM
233
Longfellow Investment Management
Massachusetts
$30.8K
CTC
234
Central Trust Company
Missouri
$30K
HI
235
Harbour Investments
Wisconsin
$28.4K
AT
236
Avalon Trust
New Mexico
$26.8K
CB
237
CNB Bank
Pennsylvania
$26.8K
DFA
238
DHJJ Financial Advisors
Illinois
$26.8K
PWAM
239
Private Wealth Asset Management
Iowa
$21.8K
CAM
240
Clarity Asset Management
Iowa
$21.4K +$22.1K +400 New
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$21K +$773 +14 +4%
PSFG
242
Park Square Financial Group
Georgia
$20.4K
T
243
Transce3nd
Texas
$20.1K
BCWM
244
Bartlett & Co Wealth Management
Ohio
$17.7K
HNB
245
Huntington National Bank
Ohio
$17.7K
LFG
246
Larson Financial Group
Missouri
$16.1K +$16.6K +300 New
NS
247
NBC Securities
Alabama
$14K +$9.16K +166 +166%
CSC
248
Caldwell Sutter Capital
California
$14K
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$13.8K
GWM
250
Geneos Wealth Management
Colorado
$12.5K -$12.4K -225 -49%

SUN Hedge Fund Activity: Q2 2025 in Review

278 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2025, worth a combined $3.4B — down 4.4% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SUN and 29 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 99 added.

The largest buyer was Cooperman Leon G, adding an estimated $65.4M. The largest seller was JP Morgan Chase, cutting an estimated $50.9M.

  • 278 institutional investors held Sunoco (SUN) as of Q2 2025, down from 289 in Q1 2025.
  • Funds reported $3.4B of Sunoco stock for Q2 2025, down 4.4% quarter-over-quarter.
  • 29 funds opened new Sunoco positions in Q2 2025 and 35 closed out, a net change of -6 holders.
  • The largest Sunoco buyer in Q2 2025 was Cooperman Leon G, an estimated $65.4M added.
  • The largest Sunoco seller in Q2 2025 was JP Morgan Chase, an estimated $50.9M sold.

Based on aggregated 13F filings for Q2 2025.