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Sunoco
SUN

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: 268 → 289 (+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: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$143M
2
Blackstone Inc
Blackstone Inc
New York
+$22.9M
3
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$20.9M
4
Invesco
Invesco
Georgia
+$16.8M
5
CLG
Cooperman Leon G
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
ICA
Infrastructure Capital Advisors
New York
-$53.2M
2
Morgan Stanley
Morgan Stanley
New York
-$31.1M
3
Barclays
Barclays
United Kingdom
-$26.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$25.9M
5
IG
ING Group
Netherlands
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$9.23M -$5.24M -92,589 -37%
KA
27
Kercheville Advisors
Texas
$8.95M +$57 +1 +0%
CCM
28
Chickasaw Capital Management
Tennessee
$8.01M +$3.45M +61,000 +79%
ICA
29
Infrastructure Capital Advisors
New York
$8M -$53.2M -940,846 -76%
ETC
30
Exchange Traded Concepts
Oklahoma
$6.88M -$35.1K -621 -0.5%
SA
31
Sanctuary Advisors
Indiana
$6.33M -$300K -5,304 -5%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$6.31M -$6.01M -106,162 -46%
SFI
33
Susquehanna Fundamental Investments
Pennsylvania
$5.79M +$1.44M +25,386 +34%
Stifel Financial
34
Stifel Financial
Missouri
$5.51M +$1.73M +30,654 +48%
SF
35
Summit Financial
New Jersey
$5.41M +$947K +16,732 +22%
TYCC
36
Texas Yale Capital Corp
Florida
$4.73M +$645K +11,400 +16%
First Trust Advisors
37
First Trust Advisors
Illinois
$4.64M -$189K -3,338 -4%
NC
38
NBW Capital
Massachusetts
$4.33M +$4.22M +74,578 New
WA
39
Waverly Advisors
Alabama
$4.33M +$4.22M +74,578 New
WTC
40
WhitTier Trust Company
Nevada
$4.19M +$9.85K +174 +0.2%
WPW
41
Waldron Private Wealth
Pennsylvania
$4.12M – – –
JWCA
42
J.W. Cole Advisors
Florida
$4.08M +$3.53M +62,320 +785%
KAS
43
Kestra Advisory Services
Texas
$3.78M -$93.6K -1,653 -2%
Osaic Holdings
44
Osaic Holdings
Arizona
$3.56M +$129K +2,285 +4%
IA
45
Icon Advisers
Colorado
$3.25M +$1.13M +20,000 +56%
AAM
46
Advisors Asset Management
Colorado
$2.88M +$91K +1,607 +3%
GT
47
Glenmede Trust
Pennsylvania
$2.67M – – –
Citigroup
48
Citigroup
New York
$2.62M -$5.59M -98,826 -69%
BlackRock
49
BlackRock
New York
$2.58M – – –
HF
50
HRT Financial
New York
$2.57M +$99.4K +1,757 +4%
1
2
3 4 5

SUN Hedge Fund Activity: Q1 2025 in Review

289 of the 7,457 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.