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274 hedge funds and large institutions have $3.47B invested in Sunoco in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$265M)

1.61% more ownership

Funds ownership: 46.87%48.49% (+1.6%)

1% more funds holding

Funds holding: 272274 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

83% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $73.1M

Holders
274
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
80
Reduced
72
Closed
22
Calls
$12.6M
Puts
$73.1M
Net Calls
-$60.5M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
51
Sovereign Investment Advisors
Arizona
$2.17M -$112K -2,122 -5%
Ameriprise
52
Ameriprise
Minnesota
$2.17M +$9.62K +182 +0.4%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$2.11M -$40.8K -773 -2%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$2.1M -$59.5K -1,127 -3%
BC
55
Barnett & Company
Tennessee
$2.07M -$132K -2,500 -6%
GT
56
Glenmede Trust
Pennsylvania
$2.03M +$2.05M +38,800 New
GHAM
57
Gilman Hill Asset Management
Connecticut
$2.03M +$55.2K +1,045 +3%
Creative Planning
58
Creative Planning
Kansas
$2.01M +$48.3K +915 +2%
PCC
59
Park Circle Company
Maryland
$1.91M
TAL
60
TIG Advisors LLC
New York
$1.84M +$1.85M +35,100 New
HF
61
HRT Financial
New York
$1.7M -$5.22M -98,828 -75%
VanEck Associates
62
VanEck Associates
New York
$1.65M +$68.2K +1,290 +4%
MB
63
MidFirst Bank
Oklahoma
$1.6M +$1.61M +30,500 New
Stifel Financial
64
Stifel Financial
Missouri
$1.58M -$8.56K -162 -0.5%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.55M +$66.9K +1,266 +4%
EAM
66
Empirical Asset Management
Massachusetts
$1.49M
EM
67
ELCO Management
New York
$1.46M -$2.64K -50 -0.2%
CAM
68
Cresset Asset Management
Illinois
$1.44M +$408K +7,716 +39%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$1.44M +$55.9K +1,057 +4%
ZIG
70
Zurich Insurance Group
Switzerland
$1.43M
AWM
71
Apollon Wealth Management
South Carolina
$1.33M -$60.1K -1,138 -4%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$1.33M +$355K +6,722 +36%
Truist Financial
73
Truist Financial
North Carolina
$1.24M +$21.8K +412 +2%
CIG
74
Cascade Investment Group
Colorado
$1.19M -$79K -1,495 -6%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$1.12M +$1.13M +21,422 New