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274 hedge funds and large institutions have $3.47B invested in Sunoco in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$265M)

1.61% more ownership

Funds ownership: 46.87%48.49% (+1.6%)

1% more funds holding

Funds holding: 272274 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

83% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $73.1M

Holders
274
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
80
Reduced
72
Closed
22
Calls
$12.6M
Puts
$73.1M
Net Calls
-$60.5M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
101
M.E. Allison & Co
Texas
$616K
MC
102
Moors & Cabot
Massachusetts
$609K
IAIM
103
International Assets Investment Management
Florida
$584K +$4.07K +77 +0.7%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$580K +$57.8K +1,093 +11%
Brown Advisory
105
Brown Advisory
Maryland
$575K
QCM
106
Quantinno Capital Management
New York
$558K +$61.6K +1,165 +12%
IWM
107
IHT Wealth Management
Illinois
$556K +$2.64K +50 +0.5%
DS
108
DRW Securities
Illinois
$555K -$35.2K -667 -6%
OA
109
Oxbow Advisors
Texas
$555K
MML Investors Services
110
MML Investors Services
Massachusetts
$548K -$153K -2,894 -22%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$527K +$1.69K +32 +0.3%
TWM
112
Tradition Wealth Management
Minnesota
$522K +$3.22K +61 +0.6%
BWP
113
Baldwin Wealth Partners
Massachusetts
$517K
JSW
114
Journey Strategic Wealth
New Jersey
$511K -$27.2K -515 -5%
KWM
115
Kingsview Wealth Management
Oregon
$509K +$10.8K +205 +2%
BRWA
116
B. Riley Wealth Advisors
Florida
$494K +$6.45K +122 +1%
BAAM
117
Baker Avenue Asset Management
California
$482K -$42.7K -809 -8%
SWP
118
Stratos Wealth Partners
Ohio
$481K -$9.14K -173 -2%
DTC
119
Davidson Trust Company
Washington
$472K
PA
120
PSI Advisors
Florida
$466K -$7.34K -139 -2%
CCG
121
Cypress Capital Group
Florida
$452K
WIA
122
World Investment Advisors
California
$449K +$219K +4,143 +94%
SOAMC
123
Spirit of America Management Corp
New York
$445K -$238K -4,500 -35%
Jones Financial Companies
124
Jones Financial Companies
Missouri
$444K +$57.4K +1,087 +15%
CCM
125
Cohen Capital Management
California
$430K