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272 hedge funds and large institutions have $3.2B invested in Sunoco in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

0.35% more ownership

Funds ownership: 46.53%46.87% (+0.35%)

2% less funds holding

Funds holding: 278272 (-6)

6% less capital invested

Capital invested by funds: $3.4B → $3.2B (-$196M)

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
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
26
Increased
81
Reduced
79
Closed
25
Calls
$27.5M
Puts
$53.9M
Net Calls
-$26.4M
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
51
Sovereign Investment Advisors
Arizona
$2.18M
BC
52
Barnett & Company
Tennessee
$2.1M -$13K -250 -0.6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$2.08M -$6.92K -133 -0.3%
Ameriprise
54
Ameriprise
Minnesota
$2.06M +$190K +3,660 +10%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$2.05M -$36.8K -707 -2%
GIM
56
Glenmede Investment Management
Pennsylvania
$1.95M +$15K +288 +0.7%
IMC Chicago
57
IMC Chicago
Illinois
$1.91M +$1.99M +38,251 New
GHAM
58
Gilman Hill Asset Management
Connecticut
$1.88M +$760K +14,620 +64%
Creative Planning
59
Creative Planning
Kansas
$1.87M +$36.7K +706 +2%
PCC
60
Park Circle Company
Maryland
$1.82M
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$1.74M +$186K +3,568 +11%
WHG
62
Westwood Holdings Group
Texas
$1.72M +$276K +5,305 +18%
FWM
63
Finer Wealth Management
Massachusetts
$1.54M -$112K -2,162 -7%
VanEck Associates
64
VanEck Associates
New York
$1.51M -$182K -3,502 -10%
Stifel Financial
65
Stifel Financial
Missouri
$1.51M -$99.8K -1,919 -6%
EAM
66
Empirical Asset Management
Massachusetts
$1.42M -$5.2K -100 -0.4%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$1.41M -$286K -5,495 -16%
CM
68
Castleark Management
Illinois
$1.39M
EM
69
ELCO Management
New York
$1.39M +$85.6K +1,645 +6%
ZIG
70
Zurich Insurance Group
Switzerland
$1.36M
AWM
71
Apollon Wealth Management
South Carolina
$1.33M -$39.9K -767 -3%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.32M +$103K +1,989 +8%
LF
73
Lee Financial
Texas
$1.29M +$1.14M +21,886 +573%
CIG
74
Cascade Investment Group
Colorado
$1.21M -$31.2K -600 -2%
Truist Financial
75
Truist Financial
North Carolina
$1.16M +$1.21M +23,211 New

SUN Hedge Fund Activity: Q3 2025 in Review

272 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2025, worth a combined $3.2B — down 5.8% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SUN positions and 25 closed out — a net gain of 1 holder — while 81 added to existing stakes and 79 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $31.2M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $17.4M.

  • 272 institutional investors held Sunoco (SUN) as of Q3 2025, down from 278 in Q2 2025.
  • Funds reported $3.2B of Sunoco stock for Q3 2025, down 5.8% quarter-over-quarter.
  • 26 funds opened new Sunoco positions in Q3 2025 and 25 closed out, a net change of +1 holder.
  • The largest Sunoco buyer in Q3 2025 was ALPS Advisors, an estimated $31.2M added.
  • The largest Sunoco seller in Q3 2025 was Infrastructure Capital Advisors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2025.