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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
Wells Fargo
26
Wells Fargo
California
$13.8M -$1.23M -18,520 -8%
CCM
27
Chickasaw Capital Management
Tennessee
$13M -$706K -10,628 -5%
Citigroup
28
Citigroup
New York
$12.6M -$3.42M -51,414 -22%
HF
29
HRT Financial
New York
$12.3M +$7.34M +110,461 +154%
LPL Financial
30
LPL Financial
California
$11.8M -$114K -1,719 -1%
KA
31
Kercheville Advisors
Texas
$10.7M +$332K +5,001 +3%
SA
32
Sanctuary Advisors
Indiana
$10.5M +$25.8K +388 +0.3%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$10.5M +$2.6M +39,141 +34%
CBU
34
CIBC Bancorp USA
Illinois
$10M +$442K +6,647 +5%
HIP
35
HUB Investment Partners
Texas
$9.81M +$67.1K +1,009 +0.7%
BPA
36
Beacon Pointe Advisors
California
$9.23M -$121K -1,817 -1%
TYCC
37
Texas Yale Capital Corp
Florida
$9.11M +$116K +1,750 +1%
WA
38
Waverly Advisors
Alabama
$9.01M +$92.4K +1,390 +1%
ETC
39
Exchange Traded Concepts
Oklahoma
$7.17M -$952K -14,317 -12%
SPS
40
Susquehanna Portfolio Strategies
Pennsylvania
$6.18M +$197K +2,961 +3%
TFS
41
Thoroughbred Financial Services
Tennessee
$5.8M +$5.72M +86,000 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$5.6M +$614K +9,236 +13%
SF
43
Summit Financial
New Jersey
$5.17M -$332K -5,000 -6%
WPW
44
Waldron Private Wealth
Pennsylvania
$4.79M – – –
Osaic Holdings
45
Osaic Holdings
Arizona
$4.23M +$148K +2,223 +4%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$4.19M -$29.8K -448 -0.7%
JWCA
47
J.W. Cole Advisors
Florida
$3.99M -$90.2K -1,357 -2%
AAM
48
Advisors Asset Management
Colorado
$3.94M +$153K +2,301 +4%
KACA
49
Kayne Anderson Capital Advisors
California
$3.87M +$3.81M +57,396 New
AGWCA
50
Annis Gardner Whiting Capital Advisors
Florida
$3.83M – – –
1
2
3 4 5

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.