We are live on ! Find out more

294 hedge funds and large institutions have $4.37B invested in Sunoco in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

69% more call options, than puts

Call options by funds: $49.4M | Put options by funds: $29.2M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more capital invested

Capital invested by funds: $3.47B → $4.37B (+$903M)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

7% more funds holding

Funds holding: 274294 (+20)

0.65% more ownership

Funds ownership: 48.49%49.13% (+0.65%)

Holders
294
Holders Change
+20
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
43
Increased
89
Reduced
78
Closed
17
Calls
$49.4M
Puts
$29.2M
Net Calls
+$20.1M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$810K -$32.6K -538 -4%
BF
102
BOK Financial
Oklahoma
$792K
MEAC
103
M.E. Allison & Co
Texas
$763K
MC
104
Moors & Cabot
Massachusetts
$752K -$3.4K -56 -0.5%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$744K +$350K +5,774 +102%
IMC Chicago
106
IMC Chicago
Illinois
$730K -$2.1M -34,575 -75%
IWM
107
IHT Wealth Management
Illinois
$726K +$34.9K +575 +5%
OA
108
Oxbow Advisors
Texas
$720K +$29.1K +480 +5%
NA
109
NewEdge Advisors
Louisiana
$714K +$204K +3,358 +44%
IAIM
110
International Assets Investment Management
Florida
$709K -$4.19K -69 -0.6%
LFG
111
Larson Financial Group
Missouri
$709K +$528K +8,703 +394%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$664K +$87.5K +1,442 +17%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$651K +$248K +4,084 +69%
TWM
114
Tradition Wealth Management
Minnesota
$651K +$3.4K +56 +0.6%
BRWA
115
B. Riley Wealth Advisors
Florida
$645K +$18.2K +300 +3%
Brown Advisory
116
Brown Advisory
Maryland
$642K -$66.4K -1,095 -10%
BWP
117
Baldwin Wealth Partners
Massachusetts
$641K
WIA
118
World Investment Advisors
California
$624K +$62.9K +1,037 +12%
P
119
&Partners
Tennessee
$624K +$85.4K +1,407 +17%
QCM
120
Quantinno Capital Management
New York
$617K -$70.7K -1,165 -11%
SWP
121
Stratos Wealth Partners
Ohio
$611K +$13.5K +223 +2%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$591K -$119K -1,962 -18%
DTC
123
Davidson Trust Company
Washington
$585K
PA
124
PSI Advisors
Florida
$572K -$5.52K -91 -1%
CCG
125
Cypress Capital Group
Florida
$560K