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Sunoco
SUN

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: 268 → 289 (+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: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$143M
2
Blackstone Inc
Blackstone Inc
New York
+$22.9M
3
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$20.9M
4
Invesco
Invesco
Georgia
+$16.8M
5
CLG
Cooperman Leon G
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
ICA
Infrastructure Capital Advisors
New York
-$53.2M
2
Morgan Stanley
Morgan Stanley
New York
-$31.1M
3
Barclays
Barclays
United Kingdom
-$26.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$25.9M
5
IG
ING Group
Netherlands
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
101
BOK Financial
Oklahoma
$714K +$187K +3,300 +37%
JSW
102
Journey Strategic Wealth
New Jersey
$713K -$12.6K -222 -2%
HH
103
Hilltop Holdings
Texas
$706K +$15.5K +274 +2%
CG
104
Caprock Group
Idaho
$706K +$61.6K +1,088 +10%
HVIA
105
Hudson Valley Investment Advisors
New York
$698K – – –
Kovitz Investment Group Partners
106
Kovitz Investment Group Partners
Illinois
$685K -$159K -2,801 -19%
MEAC
107
M.E. Allison & Co
Texas
$682K +$67.9K +1,200 +11%
BWP
108
Baldwin Wealth Partners
Massachusetts
$660K – – –
IAIM
109
International Assets Investment Management
Florida
$653K +$11.8K +208 +2%
Brown Advisory
110
Brown Advisory
Maryland
$637K – – –
XF
111
XML Financial
Maryland
$635K +$5.49K +97 +0.9%
WS
112
Wedbush Securities
California
$607K -$69.2K -1,223 -10%
MOS
113
MGO One Seven
Ohio
$601K -$898K -15,862 -61%
IWM
114
IHT Wealth Management
Illinois
$586K +$849 +15 +0.1%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$581K -$14K -248 -2%
BAAM
116
Baker Avenue Asset Management
California
$581K – – –
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$577K +$562K +9,935 New
UPS
118
UHLMANN PRICE SECURITIES
Illinois
$568K +$226 +4 +0%
TWM
119
Tradition Wealth Management
Minnesota
$568K +$3K +53 +0.5%
CIS
120
Custom Index Systems
New York
$566K -$21.2K -374 -4%
SWP
121
Stratos Wealth Partners
Ohio
$560K +$37.8K +668 +7%
KWM
122
Kingsview Wealth Management
Oregon
$553K +$3.68K +65 +0.7%
KACA
123
Kayne Anderson Capital Advisors
California
$548K – – –
USCWA
124
U.S. Capital Wealth Advisors
Texas
$538K +$524K +9,267 New
PA
125
PSI Advisors
Florida
$535K +$509 +9 +0.1%
3 4
5
6 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.