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Sunoco
SUN

Overview Fund Activity

285 hedge funds and large institutions have $3.55B invested in Sunoco in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+18
Holders Change %
+6.74%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
86
Reduced
70
Closed
22
Calls
$31.4M
Puts
$28M
Net Calls
+$3.39M
Net Calls Change
+$29.4M

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$1.34B
2
Blackstone Inc
2
Blackstone Inc
New York
$102M
3
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$173M
4
Invesco
4
Invesco
Georgia
$532M
5
CLG
5
Cooperman Leon G
$16.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.6M
2
Barclays
2
Barclays
United Kingdom
$72K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$98.3M
4
ICA
4
Infrastructure Capital Advisors
New York
$8M
5
IG
5
ING Group
Netherlands
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$2.45M -$1.14M -19,638 -32%
AWM
52
Apollon Wealth Management
South Carolina
$2.27M -$20.2K -348 -0.9%
Creative Planning
53
Creative Planning
Kansas
$2.13M +$614K +10,583 +41%
PAG
54
Private Advisor Group
New Jersey
$2.12M -$913K -15,723 -30%
PCC
55
Park Circle Company
Maryland
$2.11M – – –
Mariner
56
Mariner
Kansas
$2.1M -$220K -3,797 -10%
N
57
Natixis
France
$2.06M – – –
Ameriprise
58
Ameriprise
Minnesota
$2.01M +$38.6K +665 +2%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.94M -$6.56K -113 -0.3%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$1.89M +$107K +1,845 +6%
FWM
61
Finer Wealth Management
Massachusetts
$1.86M +$61.3K +1,056 +3%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.85M +$292K +5,026 +19%
EA
63
Ellsworth Advisors
Ohio
$1.82M +$1.82M +31,342 New
ACM
64
Aster Capital Management
United Arab Emirates
$1.81M +$1.81M +30,840 New
VanEck Associates
65
VanEck Associates
New York
$1.71M -$36.6K -630 -2%
EAM
66
Empirical Asset Management
Massachusetts
$1.66M -$11.6K -200 -0.7%
CM
67
Castleark Management
Illinois
$1.62M -$1.18M -20,350 -42%
ZIG
68
Zurich Insurance Group
Switzerland
$1.58M +$1.58M +27,200 New
EM
69
ELCO Management
New York
$1.51M -$505K -8,700 -25%
CGA
70
Crescent Grove Advisors
Illinois
$1.5M +$1.5M +25,805 New
HighTower Advisors
71
HighTower Advisors
Illinois
$1.49M +$3.02K +52 +0.2%
WHG
72
Westwood Holdings Group
Texas
$1.49M -$453K -7,800 -23%
CIG
73
Cascade Investment Group
Colorado
$1.48M -$35.1K -605 -2%
DAC
74
Dividend Assets Capital
South Carolina
$1.47M -$206K -3,544 -12%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$1.47M +$66.4K +1,144 +5%
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3
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