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278 hedge funds and large institutions have $3.4B invested in Sunoco in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 63

1.45% more ownership

Funds ownership: 45.08%46.53% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $3.56B → $3.4B (-$156M)

4% less funds holding

Funds holding: 289278 (-11)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

41% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $48.5M

Holders
278
Holders Change
-11
Holders Change %
-3.81%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
99
Reduced
63
Closed
35
Calls
$28.5M
Puts
$48.5M
Net Calls
-$20M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$8.94M +$433K +7,849 +5%
HAI
27
Hennessy Advisors Inc
California
$8.94M +$9.21M +166,800 New
Wells Fargo
28
Wells Fargo
California
$8.65M -$1.56M -28,330 -15%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$8.52M -$9.22K -167 -0.1%
KA
30
Kercheville Advisors
Texas
$8.26M +$110 +2 +0%
Allianz Asset Management
31
Allianz Asset Management
Germany
$7.84M -$8.73M -158,200 -52%
CCM
32
Chickasaw Capital Management
Tennessee
$7.74M +$355K +6,429 +5%
SA
33
Sanctuary Advisors
Indiana
$6.9M +$1.09M +19,738 +18%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$6.77M +$58.3K +1,056 +0.8%
ETC
35
Exchange Traded Concepts
Oklahoma
$6.15M -$199K -3,613 -3%
DPIM
36
Duff & Phelps Investment Management
Illinois
$6.07M +$5.16M +93,394 +470%
SF
37
Summit Financial
New Jersey
$4.99M +$55 +1 +0%
TYCC
38
Texas Yale Capital Corp
Florida
$4.86M +$507K +9,190 +11%
WA
39
Waverly Advisors
Alabama
$4.16M +$172K +3,123 +4%
NC
40
NBW Capital
Massachusetts
$4.07M +$79K +1,431 +2%
HF
41
HRT Financial
New York
$4.03M +$1.7M +30,877 +70%
WPW
42
Waldron Private Wealth
Pennsylvania
$3.8M
JWCA
43
J.W. Cole Advisors
Florida
$3.48M -$297K -5,377 -8%
KAS
44
Kestra Advisory Services
Texas
$3.39M -$101K -1,834 -3%
Osaic Holdings
45
Osaic Holdings
Arizona
$3.01M -$276K -4,996 -8%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.76M +$2.05M +37,128 +259%
AAM
47
Advisors Asset Management
Colorado
$2.71M +$55.5K +1,005 +2%
WTC
48
WhitTier Trust Company
Nevada
$2.7M -$1.2M -21,823 -30%
Mariner
49
Mariner
Kansas
$2.65M +$740K +13,412 +37%
Jane Street
50
Jane Street
New York
$2.51M +$2.25M +40,726 +672%

SUN Hedge Fund Activity: Q2 2025 in Review

278 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2025, worth a combined $3.4B — down 4.4% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SUN and 29 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 99 added.

The largest buyer was Cooperman Leon G, adding an estimated $65.4M. The largest seller was JP Morgan Chase, cutting an estimated $50.9M.

  • 278 institutional investors held Sunoco (SUN) as of Q2 2025, down from 289 in Q1 2025.
  • Funds reported $3.4B of Sunoco stock for Q2 2025, down 4.4% quarter-over-quarter.
  • 29 funds opened new Sunoco positions in Q2 2025 and 35 closed out, a net change of -6 holders.
  • The largest Sunoco buyer in Q2 2025 was Cooperman Leon G, an estimated $65.4M added.
  • The largest Sunoco seller in Q2 2025 was JP Morgan Chase, an estimated $50.9M sold.

Based on aggregated 13F filings for Q2 2025.