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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
TRCT
251
Tower Research Capital (TRC)
New York
$12.2K -$44.7K -809 -78%
SS
252
Sunbelt Securities
Texas
$11.9K
AAG
253
Armstrong Advisory Group
Massachusetts
$11.3K +$331 +6 +3%
RF
254
Rossby Financial
Florida
$10.7K
TSMHT
255
Thurston Springer Miller Herd & Titak
Indiana
$10.7K +$11K +200 New
AssetMark Inc
256
AssetMark Inc
California
$10.2K +$4.97K +90 +90%
NEWAS
257
N.E.W. Advisory Services
Wisconsin
$9.7K
CT
258
Coastline Trust
Rhode Island
$9.65K
WWM
259
Wolff Wiese Magana
California
$9.43K +$6.02K +109 +163%
PA
260
Pineridge Advisors
Missouri
$9.26K +$166 +3 +2%
GC
261
Garde Capital
Washington
$7.93K
BWAM
262
Boyd Watterson Asset Management
Ohio
$7.82K
GEA
263
Glen Eagle Advisors
New Jersey
$7.66K
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$5.52K
SC
265
Stephens Consulting
Michigan
$5.36K
FNWA
266
Financial Network Wealth Advisors
Utah
$5.25K
CMA
267
Cedar Mountain Advisors
Oregon
$4.98K
UB
268
UMB Bank
Missouri
$4.82K
WSFS
269
Wilmington Savings Fund Society
Delaware
$4.29K -$166K -3,000 -97%
HNB
270
Hilltop National Bank
Wyoming
$4.29K +$4.42K +80 New
CFO
271
CVA Family Office
Colorado
$4.23K
SC
272
Swan Capital
Florida
$3.97K +$4.08K +74 New
FHA
273
First Horizon Advisors
Tennessee
$3.06K -$12.4K -225 -80%
GCM
274
Gables Capital Management
Florida
$2.14K
GWSA
275
Global Wealth Strategies & Associates
Colorado
$1.77K

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.