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Sunoco
SUN

Overview Fund Activity

271 hedge funds and large institutions have $3.38B invested in Sunoco in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 63 reducing their positions, and 36 closing their positions.

Holders
271
Holders Change
-14
Holders Change %
-4.91%
% of All Funds
3.64%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
94
Reduced
63
Closed
36
Calls
$22.9M
Puts
$32.9M
Net Calls
-$9.97M
Net Calls Change
-$13.4M

Top Buyers

1
CLG
1
Cooperman Leon G
$78.8M
2
ICA
2
Infrastructure Capital Advisors
New York
$52.7M
3
Barclays
3
Barclays
United Kingdom
$23.8M
4
AA
4
ALPS Advisors
Colorado
$1.26B
5
Citigroup
5
Citigroup
New York
$13.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$41.4M
2
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$150M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$7.84M
4
IG
4
ING Group
Netherlands
$9.81M
5
Invesco
5
Invesco
Georgia
$487M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$682K 12,721 -191 -1%
BF
102
BOK Financial
Oklahoma
$659K 12,293 – –
Brown Advisory
103
Brown Advisory
Maryland
$652K 12,174 +1,201 +11%
HVIA
104
Hudson Valley Investment Advisors
New York
$645K 12,030 – –
HH
105
Hilltop Holdings
Texas
$640K 11,937 -229 -2%
Kovitz Investment Group Partners
106
Kovitz Investment Group Partners
Illinois
$632K 11,798 – –
MEAC
107
M.E. Allison & Co
Texas
$629K 11,745 – –
CIS
108
Custom Index Systems
New York
$612K 11,418 +1,662 +17%
BWP
109
Baldwin Wealth Partners
Massachusetts
$609K 11,360 – –
IAIM
110
International Assets Investment Management
Florida
$593K 11,061 -191 -2%
OA
111
Oxbow Advisors
Texas
$568K 10,595 +2,595 +32%
JSW
112
Journey Strategic Wealth
New Jersey
$560K 10,458 -1,831 -15%
IWM
113
IHT Wealth Management
Illinois
$552K 10,302 +212 +2%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$539K 10,063 +56 +0.6%
BAAM
115
Baker Avenue Asset Management
California
$536K 10,000 – –
USCWA
116
U.S. Capital Wealth Advisors
Texas
$536K 9,996 +729 +8%
TWM
117
Tradition Wealth Management
Minnesota
$527K 9,840 +56 +0.6%
KWM
118
Kingsview Wealth Management
Oregon
$514K 9,584 +55 +0.6%
SWP
119
Stratos Wealth Partners
Ohio
$512K 9,559 -81 -0.8%
WS
120
Wedbush Securities
California
$508K 9,483 -968 -9%
BRWA
121
B. Riley Wealth Advisors
Florida
$503K 9,387 +9,387 New
IAA
122
Independent Advisor Alliance
North Carolina
$496K 9,254 +1,106 +14%
XF
123
XML Financial
Maryland
$494K 9,221 -1,724 -16%
PA
124
PSI Advisors
Florida
$494K 9,220 +10 +0.1%
DTC
125
Davidson Trust Company
Washington
$482K 9,000 – –
3 4
5
6 7