276 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, 98 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 287276 (-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
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.5M
Puts
$48.5M
Net Calls
Net Calls Change

Top Buyers

1 +$63.5M
2 +$36.8M
3 +$23.7M
4
AA
ALPS Advisors
Colorado
+$19.1M
5
Citigroup
Citigroup
New York
+$10.8M

Top Sellers

1 -$49.4M
2 -$9.28M
3 -$8.48M
4
IG
ING Group
Netherlands
-$4.98M
5
Invesco
Invesco
Georgia
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$2.45M
SIA
52
Sovereign Investment Advisors
Arizona
$2.33M
CGA
53
Crescent Grove Advisors
Illinois
$2.33M
BC
54
Barnett & Company
Tennessee
$2.27M
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$2.26M
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$2.24M
GIM
57
Glenmede Investment Management
Pennsylvania
$2.08M
Ameriprise
58
Ameriprise
Minnesota
$2M
Creative Planning
59
Creative Planning
Kansas
$1.96M
PCC
60
Park Circle Company
Maryland
$1.95M
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$1.92M
SFI
62
Susquehanna Fundamental Investments
Pennsylvania
$1.9M
EA
63
Ellsworth Advisors
Ohio
$1.85M
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.81M
VanEck Associates
65
VanEck Associates
New York
$1.81M
FWM
66
Finer Wealth Management
Massachusetts
$1.77M
Stifel Financial
67
Stifel Financial
Missouri
$1.72M
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$1.68M
WHG
69
Westwood Holdings Group
Texas
$1.56M
EAM
70
Empirical Asset Management
Massachusetts
$1.53M
CM
71
Castleark Management
Illinois
$1.49M
AWM
72
Apollon Wealth Management
South Carolina
$1.47M
ZIG
73
Zurich Insurance Group
Switzerland
$1.46M
EM
74
ELCO Management
New York
$1.4M
CIG
75
Cascade Investment Group
Colorado
$1.33M