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274 hedge funds and large institutions have $3.47B invested in Sunoco in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$265M)

1.61% more ownership

Funds ownership: 46.87%48.49% (+1.6%)

1% more funds holding

Funds holding: 272274 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

83% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $73.1M

Holders
274
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
80
Reduced
72
Closed
22
Calls
$12.6M
Puts
$73.1M
Net Calls
-$60.5M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$34.1K
SGK
227
Steigerwald Gordon & Koch
Virginia
$32.8K
RFP
228
Root Financial Partners
California
$32.8K
MSWA
229
Marshall & Sterling Wealth Advisors
New York
$31.6K
CA
230
CoreCap Advisors
Michigan
$30.1K
LIM
231
Longfellow Investment Management
Massachusetts
$30.1K
KFAS
232
Keating Financial Advisory Services
Kansas
$30K +$30.2K +572 New
CTC
233
Central Trust Company
Missouri
$29.4K
AT
234
Avalon Trust
New Mexico
$26.2K
CB
235
CNB Bank
Pennsylvania
$26.2K
DFA
236
DHJJ Financial Advisors
Illinois
$26.2K
TCM
237
Triumph Capital Management
Colorado
$26.2K +$26.4K +500 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$24K +$2.33K +44 +11%
PWAM
239
Private Wealth Asset Management
Iowa
$21.3K
Bessemer Group
240
Bessemer Group
New Jersey
$21K
BCWM
241
Bartlett & Co Wealth Management
Ohio
$17.3K
HNB
242
Huntington National Bank
Ohio
$17.3K
NS
243
NBC Securities
Alabama
$15.3K -$1K -19 -6%
CSC
244
Caldwell Sutter Capital
California
$14.7K
GWSG
245
GPS Wealth Strategies Group
Colorado
$14.4K -$21.7K -410 -60%
BTI
246
Blue Trust Inc
Georgia
$14K -$211 -4 -1%
KFP
247
Kerr Financial Planning
California
$13.6K
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$13.5K
GWM
249
Geneos Wealth Management
Colorado
$12.6K +$211 +4 +2%
SS
250
Sunbelt Securities
Texas
$12.1K