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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
SOAMC
101
Spirit of America Management Corp
New York
$723K
Corient Private Wealth
102
Corient Private Wealth
Florida
$703K +$725K +13,124 New
M&T Bank
103
M&T Bank
New York
$702K
VF
104
Virtu Financial
New York
$683K +$704K +12,752 New
AAS
105
Avantax Advisory Services
Texas
$682K -$10.5K -191 -1%
BF
106
BOK Financial
Oklahoma
$659K
Brown Advisory
107
Brown Advisory
Maryland
$652K +$66.3K +1,201 +11%
HVIA
108
Hudson Valley Investment Advisors
New York
$645K
HH
109
Hilltop Holdings
Texas
$640K -$12.6K -229 -2%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$632K
MEAC
111
M.E. Allison & Co
Texas
$629K
CIS
112
Custom Index Systems
New York
$612K +$91.8K +1,662 +17%
BWP
113
Baldwin Wealth Partners
Massachusetts
$609K
IAIM
114
International Assets Investment Management
Florida
$593K -$10.5K -191 -2%
OA
115
Oxbow Advisors
Texas
$568K +$143K +2,595 +32%
JSW
116
Journey Strategic Wealth
New Jersey
$560K -$101K -1,831 -15%
IWM
117
IHT Wealth Management
Illinois
$552K +$11.7K +212 +2%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$539K +$3.09K +56 +0.6%
BAAM
119
Baker Avenue Asset Management
California
$536K
USCWA
120
U.S. Capital Wealth Advisors
Texas
$536K +$40.2K +729 +8%
TWM
121
Tradition Wealth Management
Minnesota
$527K +$3.09K +56 +0.6%
KWM
122
Kingsview Wealth Management
Oregon
$514K +$3.04K +55 +0.6%
SWP
123
Stratos Wealth Partners
Ohio
$512K -$4.47K -81 -0.8%
WS
124
Wedbush Securities
California
$508K -$53.4K -968 -9%
BRWA
125
B. Riley Wealth Advisors
Florida
$503K +$518K +9,387 New

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.