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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: 55 (0)

4% less capital invested

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

4% less funds holding

Funds holding: 289278 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$1.32M -$62.5K -1,132 -4%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.31M -$44.7K -809 -3%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$1.3M +$162K +2,930 +14%
GHAM
79
Gilman Hill Asset Management
Connecticut
$1.23M +$239K +4,335 +23%
DAC
80
Dividend Assets Capital
South Carolina
$1.18M -$188K -3,400 -13%
PAG
81
Private Advisor Group
New Jersey
$1.13M -$850K -15,397 -42%
CWM
82
Congress Wealth Management
Massachusetts
$1.05M -$5.3K -96 -0.5%
AFG
83
American Financial Group
Ohio
$1.05M
FFN
84
Focus Financial Network
Minnesota
$1.03M +$102K +1,847 +11%
US Bancorp
85
US Bancorp
Minnesota
$1.02M -$145K -2,635 -12%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$951K +$7.23K +131 +0.7%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$916K +$146K +2,639 +18%
BlackRock
88
BlackRock
New York
$907K -$1.52M -27,554 -62%
SPC
89
Sigma Planning Corp
Michigan
$874K -$110K -1,995 -11%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$872K -$19.7K -356 -2%
CSP
91
Cary Street Partners
Virginia
$864K
CAM
92
Cresset Asset Management
Illinois
$849K +$648K +11,731 +285%
MP
93
McDonald Partners
Ohio
$831K +$221 +4 +0%
MC
94
Moors & Cabot
Massachusetts
$827K
N
95
Natixis
France
$809K -$1.11M -20,060 -57%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$803K +$96K +1,739 +13%
LW
97
Linscomb Wealth
Texas
$790K
MML Investors Services
98
MML Investors Services
Massachusetts
$750K -$81K -1,468 -9%
IA
99
IFG Advisory
Georgia
$737K
QCIG
100
Quad-Cities Investment Group
Iowa
$728K +$29.6K +536 +4%

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.