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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
AssetMark Inc
276
AssetMark Inc
California
$5.81K
SIM
277
Studio Investment Management
Illinois
$5.81K
SC
278
Stephens Consulting
Michigan
$5.81K +$5.66K +100 New
FNWA
279
Financial Network Wealth Advisors
Utah
$5.69K +$4.25K +75 +326%
CMA
280
Cedar Mountain Advisors
Oregon
$5.4K
UB
281
UMB Bank
Missouri
$5.22K
NS
282
NBC Securities
Alabama
$5K +$5.66K +100 New
CFO
283
CVA Family Office
Colorado
$4.59K
WWM
284
Wolff Wiese Magana
California
$3.89K
GCM
285
Gables Capital Management
Florida
$2.32K
GWSA
286
Global Wealth Strategies & Associates
Colorado
$1.92K
RM
287
Rudius Management
New York
$1.92K
SSB
288
Sandy Spring Bank
Maryland
$627
HCP
289
Hexagon Capital Partners
Arkansas
$523
Nomura Holdings
290
Nomura Holdings
Japan
-$3.09M -60,000 Closed
SIA
291
Sovereign Investment Advisors
Arizona
-$2.24M -43,522 Closed
LF
292
Lee Financial
Texas
-$1.29M -25,103 Closed
Simplex Trading
293
Simplex Trading
Illinois
-$976K -17,247 Closed
GCP
294
GSA Capital Partners
United Kingdom
-$835K -16,240 Closed
Corient Private Wealth
295
Corient Private Wealth
Florida
-$175K -13,975 Closed
GCM
296
Greenland Capital Management
New York
-$526K -10,230 Closed
AWM
297
AE Wealth Management
Kansas
-$370K -7,195 Closed
Wolverine Trading
298
Wolverine Trading
Illinois
-$404K -7,139 Closed
VF
299
Virtu Financial
New York
-$239K -4,648 Closed
VIA
300
Virtus Investment Advisers
Connecticut
-$225K -4,380 Closed

SUN Hedge Fund Activity: Q1 2025 in Review

289 of the 7,458 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.