We are live on ! Find out more

289 hedge funds and large institutions have $3.56B invested in Sunoco in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

14% more capital invested

Capital invested by funds: $3.11B → $3.56B (+$447M)

12% more call options, than puts

Call options by funds: $31.4M | Put options by funds: $28M

8% more funds holding

Funds holding: 268289 (+21)

0.65% more ownership

Funds ownership: 44.43%45.08% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
3.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
46
Increased
87
Reduced
71
Closed
22
Calls
$31.4M
Puts
$28M
Net Calls
+$3.39M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
251
CNB Bank
Pennsylvania
$29K
DFA
252
DHJJ Financial Advisors
Illinois
$29K
GWM
253
Geneos Wealth Management
Colorado
$26.6K +$13.1K +232 +103%
PS
254
Principal Securities
Iowa
$25.9K
PWAM
255
Private Wealth Asset Management
Iowa
$23.6K +$23K +406 New
PSFG
256
Park Square Financial Group
Georgia
$22.1K
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$22K +$5.55K +98 +35%
T
258
Transce3nd
Texas
$21.8K -$77.8K -1,374 -79%
HNB
259
Huntington National Bank
Ohio
$19.2K -$82.2K -1,453 -81%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$19.2K
FHA
261
First Horizon Advisors
Tennessee
$16.4K +$1.13K +20 +8%
CSC
262
Caldwell Sutter Capital
California
$15.2K
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$14.9K
SS
264
Sunbelt Securities
Texas
$13.4K
RF
265
Rossby Financial
Florida
$11.8K +$11.3K +200 New
AAG
266
Armstrong Advisory Group
Massachusetts
$10.5K
NEWAS
267
N.E.W. Advisory Services
Wisconsin
$10.5K +$10.2K +181 New
CT
268
Coastline Trust
Rhode Island
$10.5K
PA
269
Pineridge Advisors
Missouri
$9.88K +$113 +2 +1%
GC
270
Garde Capital
Washington
$8.59K +$8.38K +148 New
BWAM
271
Boyd Watterson Asset Management
Ohio
$8.48K
GEA
272
Glen Eagle Advisors
New Jersey
$8.3K
S
273
Sachetta
Massachusetts
$7.84K
AF
274
Abound Financial
California
$6.97K +$6.79K +120 New
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$5.96K +$5.83K +103 New

SUN Hedge Fund Activity: Q1 2025 in Review

289 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q1 2025, worth a combined $3.56B — up 14% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SUN positions and 22 closed out — a net gain of 24 holders — while 87 added to existing stakes and 71 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $143M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $53.2M.

  • 289 institutional investors held Sunoco (SUN) as of Q1 2025, up from 268 in Q4 2024.
  • Funds reported $3.56B of Sunoco stock for Q1 2025, up 14% quarter-over-quarter.
  • 46 funds opened new Sunoco positions in Q1 2025 and 22 closed out, a net change of +24 holders.
  • The largest Sunoco buyer in Q1 2025 was ALPS Advisors, an estimated $143M added.
  • The largest Sunoco seller in Q1 2025 was Infrastructure Capital Advisors, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2025.