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289 hedge funds and large institutions have $3.56B invested in Sunoco in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

14% more capital invested

Capital invested by funds: $3.11B → $3.56B (+$447M)

12% more call options, than puts

Call options by funds: $31.4M | Put options by funds: $28M

8% more funds holding

Funds holding: 268289 (+21)

0.65% more ownership

Funds ownership: 44.43%45.08% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
3.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
46
Increased
87
Reduced
71
Closed
22
Calls
$31.4M
Puts
$28M
Net Calls
+$3.39M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$1.47M +$64.7K +1,144 +5%
US Bancorp
77
US Bancorp
Minnesota
$1.26M -$34.4K -607 -3%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$1.23M -$154K -2,721 -11%
DPIM
79
Duff & Phelps Investment Management
Illinois
$1.15M -$5.19M -91,761 -82%
AFG
80
American Financial Group
Ohio
$1.13M
CWM
81
Congress Wealth Management
Massachusetts
$1.13M +$1.11M +19,618 New
GHAM
82
Gilman Hill Asset Management
Connecticut
$1.08M
SPC
83
Sigma Planning Corp
Michigan
$1.06M +$17.5K +309 +2%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$1.02M -$365K -6,444 -27%
FFN
85
Focus Financial Network
Minnesota
$1.01M +$45K +795 +5%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$965K +$18.1K +320 +2%
CSP
87
Cary Street Partners
Virginia
$936K +$912K +16,119 New
AWP
88
Avid Wealth Partners
Texas
$919K
MP
89
McDonald Partners
Ohio
$900K +$5.94K +105 +0.7%
MML Investors Services
90
MML Investors Services
Massachusetts
$897K +$131K +2,321 +18%
MC
91
Moors & Cabot
Massachusetts
$896K +$67.9K +1,200 +8%
LW
92
Linscomb Wealth
Texas
$856K
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$839K +$59.2K +1,046 +8%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$833K -$11.3M -198,792 -93%
IA
95
IFG Advisory
Georgia
$799K
SOAMC
96
Spirit of America Management Corp
New York
$784K
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$769K +$110K +1,947 +17%
M&T Bank
98
M&T Bank
New York
$761K
QCIG
99
Quad-Cities Investment Group
Iowa
$757K +$1.98K +35 +0.3%
AAS
100
Avantax Advisory Services
Texas
$750K +$46K +812 +7%

SUN Hedge Fund Activity: Q1 2025 in Review

289 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q1 2025, worth a combined $3.56B — up 14% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SUN positions and 22 closed out — a net gain of 24 holders — while 87 added to existing stakes and 71 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $143M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $53.2M.

  • 289 institutional investors held Sunoco (SUN) as of Q1 2025, up from 268 in Q4 2024.
  • Funds reported $3.56B of Sunoco stock for Q1 2025, up 14% quarter-over-quarter.
  • 46 funds opened new Sunoco positions in Q1 2025 and 22 closed out, a net change of +24 holders.
  • The largest Sunoco buyer in Q1 2025 was ALPS Advisors, an estimated $143M added.
  • The largest Sunoco seller in Q1 2025 was Infrastructure Capital Advisors, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2025.