We are live on ! Find out more
SUN icon

Sunoco
SUN

302 hedge funds and large institutions have $4.49B invested in Sunoco in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

34% more call options, than puts

Call options by funds: $34.1M | Put options by funds: $25.5M

3% more funds holding

Funds holding: 294 → 302 (+8)

3% more capital invested

Capital invested by funds: $4.37B → $4.49B (+$119M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.54% less ownership

Funds ownership: 49.13% → 48.6% (-0.54%)

8% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 84

Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
3.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
36
Increased
77
Reduced
84
Closed
20
Calls
$34.1M
Puts
$25.5M
Net Calls
+$8.63M
Net Calls Change
-$11.5M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$96.2M
2
Goldman Sachs
Goldman Sachs
New York
+$14.2M
3
MHI
Miller Howard Investments
New York
+$10.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$8.61M
5
RIA
Recurrent Investment Advisors
Texas
+$8.08M

Top Sellers

Rank Fund Capital Flow
1
CLG
Cooperman Leon G
-$92.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.7M
3
AA
ALPS Advisors
Colorado
-$15.7M
4
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
-$14.3M
5
HAI
Hennessy Advisors Inc
California
-$9.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
276
Armstrong Advisory Group
Massachusetts
$14.7K – – –
AssetMark Inc
277
AssetMark Inc
California
$12.8K – – –
MHR
278
Matthew Hamilton Rosenberg
$12.7K – – –
NEWAS
279
N.E.W. Advisory Services
Wisconsin
$12.2K – – –
CT
280
Coastline Trust
Rhode Island
$12.2K – – –
EF
281
Entrust Financial
Pennsylvania
$11.2K +$11K +166 New
BWAM
282
Boyd Watterson Asset Management
Ohio
$9.86K – – –
GEA
283
Glen Eagle Advisors
New Jersey
$9.65K – – –
AF
284
Abound Financial
California
$8.1K – – –
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.71K – – –
BW
286
Basepoint Wealth
Iowa
$7.42K +$133 +2 +2%
UBS AM
287
UBS AM
Illinois
$7.22K – – –
FNWA
288
Financial Network Wealth Advisors
Utah
$6.75K – – –
CMA
289
Cedar Mountain Advisors
Oregon
$6.28K – – –
HNB
290
Hilltop National Bank
Wyoming
$5.4K – – –
WSFS
291
Wilmington Savings Fund Society
Delaware
$5.4K – – –
CFO
292
CVA Family Office
Colorado
$5.33K – – –
LWCFA
293
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.13K – – –
SGFG
294
Silver Grove Financial Group
New York
$4.39K +$4.32K +65 New
SA
295
Strategic Advocates
Utah
$3.78K – – –
FHC
296
First Horizon Corporation
Tennessee
$3.38K -$465 -7 -12%
GCM
297
Gables Capital Management
Florida
$2.7K – – –
SC
298
Swan Capital
Florida
$2.5K – – –
LIM
299
Longfellow Investment Management
Massachusetts
$1.49K – – –
MI
300
Markowski Investments
Florida
$709 +$731 +11 New
9 10 11
12
13

SUN Hedge Fund Activity: Q2 2026 in Review

302 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2026, worth a combined $4.49B — up 2.7% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SUN positions and 20 closed out — a net gain of 16 holders — while 77 added to existing stakes and 84 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $96.2M. The largest seller was Cooperman Leon G, cutting an estimated $92.6M.

  • 302 institutional investors held Sunoco (SUN) as of Q2 2026, up from 294 in Q1 2026.
  • Funds reported $4.49B of Sunoco stock for Q2 2026, up 2.7% quarter-over-quarter.
  • 36 funds opened new Sunoco positions in Q2 2026 and 20 closed out, a net change of +16 holders.
  • The largest Sunoco buyer in Q2 2026 was Morgan Stanley, an estimated $96.2M added.
  • The largest Sunoco seller in Q2 2026 was Cooperman Leon G, an estimated $92.6M sold.

Based on aggregated 13F filings for Q2 2026.