We are live on ! Find out more
SUN icon

Sunoco
SUN

278 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, 99 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 63

1.45% more ownership

Funds ownership: 45.08% → 46.53% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less capital invested

Capital invested by funds: $3.56B → $3.4B (-$156M)

4% less funds holding

Funds holding: 289 → 278 (-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
278
Holders Change
-11
Holders Change %
-3.81%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
99
Reduced
63
Closed
35
Calls
$28.5M
Puts
$48.5M
Net Calls
-$20M
Net Calls Change
-$23.4M

Top Buyers

Rank Fund Capital Flow
1
CLG
Cooperman Leon G
+$65.4M
2
ICA
Infrastructure Capital Advisors
New York
+$37.9M
3
Barclays
Barclays
United Kingdom
+$24.5M
4
AA
ALPS Advisors
Colorado
+$19.7M
5
Citigroup
Citigroup
New York
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$50.9M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
-$9.56M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$8.73M
4
IG
ING Group
Netherlands
-$5.13M
5
Invesco
Invesco
Georgia
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$2.45M -$1.88M -34,136 -43%
SIA
52
Sovereign Investment Advisors
Arizona
$2.33M +$2.4M +43,522 New
CGA
53
Crescent Grove Advisors
Illinois
$2.33M +$972K +17,614 +68%
BC
54
Barnett & Company
Tennessee
$2.27M – – –
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$2.26M +$1.98M +35,839 +681%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$2.24M -$24.8K -449 -1%
GIM
57
Glenmede Investment Management
Pennsylvania
$2.08M +$2.14M +38,800 New
Ameriprise
58
Ameriprise
Minnesota
$2M +$155K +2,810 +8%
Creative Planning
59
Creative Planning
Kansas
$1.96M +$2.21K +40 +0.1%
PCC
60
Park Circle Company
Maryland
$1.95M – – –
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$1.92M +$133K +2,416 +7%
SFI
62
Susquehanna Fundamental Investments
Pennsylvania
$1.9M -$3.55M -64,286 -64%
EA
63
Ellsworth Advisors
Ohio
$1.85M +$178K +3,223 +10%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.81M +$106K +1,916 +6%
VanEck Associates
65
VanEck Associates
New York
$1.81M +$235K +4,256 +14%
FWM
66
Finer Wealth Management
Massachusetts
$1.77M +$47.4K +859 +3%
Stifel Financial
67
Stifel Financial
Missouri
$1.72M -$3.47M -62,825 -66%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$1.68M -$73.8K -1,337 -4%
WHG
69
Westwood Holdings Group
Texas
$1.56M +$190K +3,434 +13%
EAM
70
Empirical Asset Management
Massachusetts
$1.53M – – –
CM
71
Castleark Management
Illinois
$1.49M – – –
AWM
72
Apollon Wealth Management
South Carolina
$1.47M -$647K -11,713 -30%
ZIG
73
Zurich Insurance Group
Switzerland
$1.46M – – –
EM
74
ELCO Management
New York
$1.4M +$5.25K +95 +0.4%
CIG
75
Cascade Investment Group
Colorado
$1.33M -$33.1K -600 -2%
1 2
3
4 5

SUN Hedge Fund Activity: Q2 2025 in Review

278 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2025, worth a combined $3.4B — down 4.4% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SUN and 29 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 99 added.

The largest buyer was Cooperman Leon G, adding an estimated $65.4M. The largest seller was JP Morgan Chase, cutting an estimated $50.9M.

  • 278 institutional investors held Sunoco (SUN) as of Q2 2025, down from 289 in Q1 2025.
  • Funds reported $3.4B of Sunoco stock for Q2 2025, down 4.4% quarter-over-quarter.
  • 29 funds opened new Sunoco positions in Q2 2025 and 35 closed out, a net change of -6 holders.
  • The largest Sunoco buyer in Q2 2025 was Cooperman Leon G, an estimated $65.4M added.
  • The largest Sunoco seller in Q2 2025 was JP Morgan Chase, an estimated $50.9M sold.

Based on aggregated 13F filings for Q2 2025.