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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
Kovitz Investment Group Partners
276
Kovitz Investment Group Partners
Illinois
-$632K -11,798 Closed
CIS
277
Custom Index Systems
New York
-$612K -11,418 Closed
BNP Paribas Financial Markets
278
BNP Paribas Financial Markets
France
-$451K -8,420 Closed
SNBOSCI
279
Security National Bank of Sioux City Iowa
Iowa
-$375K -7,000 Closed
SI
280
Stephens Inc
Arkansas
-$352K -6,569 Closed
TSS
281
Two Sigma Securities
New York
-$305K -5,684 Closed
SCA
282
Snowden Capital Advisors
New York
-$280K -5,233 Closed
FTCM
283
First Trust Capital Management
Illinois
-$210K -3,926 Closed
KCM
284
Kanawha Capital Management
Virginia
-$204K -3,800 Closed
IC
285
Inscription Capital
Texas
-$200K -3,740 Closed
ME
286
McIlrath & Eck
Washington
-$184K -3,436 Closed
SOW
287
State of Wyoming
Wyoming
-$111K -2,080 Closed
AG
288
AmeriFlex Group
Nevada
-$57.4K -1,078 Closed
CAM
289
Clarity Asset Management
Iowa
-$21.4K -400 Closed
PSFG
290
Park Square Financial Group
Georgia
-$20.4K -380 Closed
T
291
Transce3nd
Texas
-$20.1K -376 Closed
TRCT
292
Tower Research Capital (TRC)
New York
-$12.2K -227 Closed
TSMHT
293
Thurston Springer Miller Herd & Titak
Indiana
-$10.7K -200 Closed
GC
294
Garde Capital
Washington
-$7.93K -148 Closed
National Bank of Canada
295
National Bank of Canada
Quebec, Canada
-$5.52K -103 Closed
TIM
296
Total Investment Management
Arizona
-$1.17K -22 Closed
AUB
297
Atlantic Union Bankshares
Virginia
-$588 -11 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.