270 hedge funds and large institutions have $3.2B invested in Sunoco in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $3.4B → $3.2B (-$195M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

49% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $53.9M

Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.5M
Puts
$53.9M
Net Calls
Net Calls Change

Top Buyers

1 +$30M
2 +$18.7M
3 +$17.1M
4
CLG
Cooperman Leon G
+$7.5M
5
Barclays
Barclays
United Kingdom
+$7.49M

Top Sellers

1 -$17.5M
2 -$16.4M
3 -$6.06M
4
Goldman Sachs
Goldman Sachs
New York
-$5.45M
5
IG
ING Group
Netherlands
-$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$31.3K
MSWA
227
Marshall & Sterling Wealth Advisors
New York
$30.1K
CA
228
CoreCap Advisors
Michigan
$28.8K
LIM
229
Longfellow Investment Management
Massachusetts
$28.7K
CTC
230
Central Trust Company
Missouri
$28K
CB
231
CNB Bank
Pennsylvania
$25K
AT
232
Avalon Trust
New Mexico
$25K
DFA
233
DHJJ Financial Advisors
Illinois
$25K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$21K
PWAM
235
Private Wealth Asset Management
Iowa
$20.3K
Bessemer Group
236
Bessemer Group
New Jersey
$20K
HNB
237
Huntington National Bank
Ohio
$16.5K
BCWM
238
Bartlett & Co Wealth Management
Ohio
$16.5K
NS
239
NBC Securities
Alabama
$15.5K
LFG
240
Larson Financial Group
Missouri
$15K
CSC
241
Caldwell Sutter Capital
California
$14.1K
BTI
242
Blue Trust Inc
Georgia
$13.6K
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$12.9K
KFP
244
Kerr Financial Planning
California
$12.7K
GWM
245
Geneos Wealth Management
Colorado
$11.8K
SS
246
Sunbelt Securities
Texas
$11.6K
AAP
247
Arax Advisory Partners
Colorado
$11K
AAG
248
Armstrong Advisory Group
Massachusetts
$10.7K
RF
249
Rossby Financial
Florida
$10.1K
AssetMark Inc
250
AssetMark Inc
California
$9.5K