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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: 268289 (+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: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Barnett & Company
Tennessee
$2.46M -$441K -7,800 -16%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$2.45M -$1.11M -19,638 -32%
AWM
53
Apollon Wealth Management
South Carolina
$2.27M -$19.7K -348 -0.9%
Creative Planning
54
Creative Planning
Kansas
$2.13M +$599K +10,583 +41%
PAG
55
Private Advisor Group
New Jersey
$2.12M -$890K -15,723 -30%
PCC
56
Park Circle Company
Maryland
$2.11M
Mariner
57
Mariner
Kansas
$2.1M -$215K -3,797 -10%
N
58
Natixis
France
$2.06M
Ameriprise
59
Ameriprise
Minnesota
$2.01M +$37.6K +665 +2%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.94M -$6.4K -113 -0.3%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$1.89M +$104K +1,845 +6%
FWM
62
Finer Wealth Management
Massachusetts
$1.86M +$59.8K +1,056 +3%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.85M +$284K +5,026 +19%
EA
64
Ellsworth Advisors
Ohio
$1.82M +$1.77M +31,342 New
ACM
65
Aster Capital Management
United Arab Emirates
$1.81M +$1.75M +30,840 New
VanEck Associates
66
VanEck Associates
New York
$1.71M -$35.7K -630 -2%
EAM
67
Empirical Asset Management
Massachusetts
$1.66M -$11.3K -200 -0.7%
CM
68
Castleark Management
Illinois
$1.62M -$1.15M -20,350 -42%
ZIG
69
Zurich Insurance Group
Switzerland
$1.58M +$1.54M +27,200 New
EM
70
ELCO Management
New York
$1.51M -$492K -8,700 -25%
CGA
71
Crescent Grove Advisors
Illinois
$1.5M +$1.46M +25,805 New
HighTower Advisors
72
HighTower Advisors
Illinois
$1.49M +$2.94K +52 +0.2%
WHG
73
Westwood Holdings Group
Texas
$1.49M -$441K -7,800 -23%
CIG
74
Cascade Investment Group
Colorado
$1.48M -$34.2K -605 -2%
DAC
75
Dividend Assets Capital
South Carolina
$1.47M -$201K -3,544 -12%

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.