We are live on ! Find out more

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
CG
76
Caprock Group
Idaho
$1.13M +$1.12M +21,530 New
HighTower Advisors
77
HighTower Advisors
Illinois
$1.12M -$113K -2,178 -9%
PAG
78
Private Advisor Group
New Jersey
$1.06M +$520 +10 +0%
AFG
79
American Financial Group
Ohio
$1M +$26K +500 +3%
CAM
80
Cresset Asset Management
Illinois
$991K +$206K +3,969 +25%
FFN
81
Focus Financial Network
Minnesota
$985K +$25.5K +491 +3%
DAC
82
Dividend Assets Capital
South Carolina
$975K -$130K -2,490 -11%
US Bancorp
83
US Bancorp
Minnesota
$951K +$2.08K +40 +0.2%
KAS
84
Kestra Advisory Services
Texas
$949K -$2.3M -44,319 -70%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$932K +$190K +3,658 +24%
BlackRock
86
BlackRock
New York
$846K -$52 -1 -0%
CSP
87
Cary Street Partners
Virginia
$829K +$23.4K +450 +3%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$795K -$96.5K -1,855 -10%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$793K -$20.8K -400 -2%
MOS
90
MGO One Seven
Ohio
$765K +$454K +8,731 +133%
MP
91
McDonald Partners
Ohio
$760K -$15.6K -300 -2%
Corient Private Wealth
92
Corient Private Wealth
Florida
$750K +$97.8K +1,881 +14%
LW
93
Linscomb Wealth
Texas
$737K
SPC
94
Sigma Planning Corp
Michigan
$697K -$124K -2,378 -15%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$692K -$169K -3,253 -19%
QCIG
96
Quad-Cities Investment Group
Iowa
$681K +$2.13K +41 +0.3%
MML Investors Services
97
MML Investors Services
Massachusetts
$668K -$32.8K -630 -5%
M&T Bank
98
M&T Bank
New York
$655K
SOAMC
99
Spirit of America Management Corp
New York
$650K -$26K -500 -4%
BF
100
BOK Financial
Oklahoma
$609K -$5.72K -110 -0.9%

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.