267 hedge funds and large institutions have $3.2B invested in Sunoco in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $3.39B → $3.2B (-$195M)

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
267
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.5M
Puts
$53.9M
Net Calls
Net Calls Change

Top Buyers

1 +$30M
2 +$18.7M
3 +$17.1M
4
CLG
Cooperman Leon G
+$7.5M
5
Barclays
Barclays
United Kingdom
+$7.49M

Top Sellers

1 -$17.5M
2 -$16.4M
3 -$6.06M
4
Goldman Sachs
Goldman Sachs
New York
-$5.45M
5
IG
ING Group
Netherlands
-$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Barnett & Company
Tennessee
$2.1M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$2.08M
Ameriprise
53
Ameriprise
Minnesota
$2.06M
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$2.05M
GIM
55
Glenmede Investment Management
Pennsylvania
$1.95M
IMC Chicago
56
IMC Chicago
Illinois
$1.91M
GHAM
57
Gilman Hill Asset Management
Connecticut
$1.88M
Creative Planning
58
Creative Planning
Kansas
$1.87M
PCC
59
Park Circle Company
Maryland
$1.82M
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$1.74M
WHG
61
Westwood Holdings Group
Texas
$1.72M
FWM
62
Finer Wealth Management
Massachusetts
$1.54M
VanEck Associates
63
VanEck Associates
New York
$1.51M
Stifel Financial
64
Stifel Financial
Missouri
$1.51M
EAM
65
Empirical Asset Management
Massachusetts
$1.42M
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.41M
CM
67
Castleark Management
Illinois
$1.39M
EM
68
ELCO Management
New York
$1.39M
ZIG
69
Zurich Insurance Group
Switzerland
$1.36M
AWM
70
Apollon Wealth Management
South Carolina
$1.33M
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.32M
LF
72
Lee Financial
Texas
$1.29M
CIG
73
Cascade Investment Group
Colorado
$1.21M
Truist Financial
74
Truist Financial
North Carolina
$1.16M
CG
75
Caprock Group
Idaho
$1.13M