We are live on ! Find out more

272 hedge funds and large institutions have $3.2B invested in Sunoco in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

0.35% more ownership

Funds ownership: 46.53%46.87% (+0.35%)

2% less funds holding

Funds holding: 278272 (-6)

6% less capital invested

Capital invested by funds: $3.4B → $3.2B (-$196M)

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
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
26
Increased
81
Reduced
79
Closed
25
Calls
$27.5M
Puts
$53.9M
Net Calls
-$26.4M
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
251
Rossby Financial
Florida
$10.1K
AssetMark Inc
252
AssetMark Inc
California
$9.5K
NEWAS
253
N.E.W. Advisory Services
Wisconsin
$9.05K
CT
254
Coastline Trust
Rhode Island
$9K
WWM
255
Wolff Wiese Magana
California
$8.8K
PA
256
Pineridge Advisors
Missouri
$8.79K +$156 +3 +2%
BWAM
257
Boyd Watterson Asset Management
Ohio
$7.3K
GEA
258
Glen Eagle Advisors
New Jersey
$7.15K
SC
259
Stephens Consulting
Michigan
$5K
FNWA
260
Financial Network Wealth Advisors
Utah
$4.9K
CMA
261
Cedar Mountain Advisors
Oregon
$4.65K
UB
262
UMB Bank
Missouri
$4.5K
MHR
263
Matthew Hamilton Rosenberg
$4.35K -$90.9K -1,748 -95%
HNB
264
Hilltop National Bank
Wyoming
$4K
WSFS
265
Wilmington Savings Fund Society
Delaware
$4K
CFO
266
CVA Family Office
Colorado
$3.95K
CPG
267
Cornerstone Planning Group
New Jersey
$2.92K -$44.3K -851 -94%
FHC
268
First Horizon Corporation
Tennessee
$2.85K +$2.96K +57 New
GCM
269
Gables Capital Management
Florida
$2K
SC
270
Swan Capital
Florida
$1.85K -$1.92K -37 -50%
GWSA
271
Global Wealth Strategies & Associates
Colorado
$1.65K
RM
272
Rudius Management
New York
$1.65K
SFI
273
Susquehanna Fundamental Investments
Pennsylvania
-$1.9M -35,402 Closed
EA
274
Ellsworth Advisors
Ohio
-$1.85M -34,565 Closed
N
275
Natixis
France
-$809K -15,100 Closed

SUN Hedge Fund Activity: Q3 2025 in Review

272 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2025, worth a combined $3.2B — down 5.8% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SUN positions and 25 closed out — a net gain of 1 holder — while 81 added to existing stakes and 79 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $31.2M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $17.4M.

  • 272 institutional investors held Sunoco (SUN) as of Q3 2025, down from 278 in Q2 2025.
  • Funds reported $3.2B of Sunoco stock for Q3 2025, down 5.8% quarter-over-quarter.
  • 26 funds opened new Sunoco positions in Q3 2025 and 25 closed out, a net change of +1 holder.
  • The largest Sunoco buyer in Q3 2025 was ALPS Advisors, an estimated $31.2M added.
  • The largest Sunoco seller in Q3 2025 was Infrastructure Capital Advisors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2025.