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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: 268289 (+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: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
DTC
126
Davidson Trust Company
Washington
$523K
KeyBank National Association
127
KeyBank National Association
Ohio
$523K
DFG
128
Delta Financial Group
New Jersey
$518K +$515K +9,094 New
EWA
129
EP Wealth Advisors
California
$499K +$10.5K +186 +2%
CCM
130
Cohen Capital Management
California
$477K
IAA
131
Independent Advisor Alliance
North Carolina
$473K +$36.6K +646 +9%
OA
132
Oxbow Advisors
Texas
$464K
GLA
133
Good Life Advisors
Pennsylvania
$464K -$1.13K -20 -0.2%
EFG
134
Ethos Financial Group
Pennsylvania
$452K +$440K +7,777 New
BEI
135
Benjamin Edwards Inc
Missouri
$449K +$57 +1 +0%
SI
136
Stephens Inc
Arkansas
$442K +$431K +7,616 New
FCI
137
Financial Counselors Inc
Kansas
$441K -$99.7K -1,761 -19%
UAG
138
United Advisor Group
Ohio
$434K +$19.9K +351 +5%
OC
139
Oppenheimer & Co
New York
$428K +$28.3K +500 +7%
CAI
140
Capital Advisors Inc
Oklahoma
$419K -$54.8K -968 -12%
WP
141
WealthPLAN Partners
Nebraska
$418K -$20K -353 -5%
AWA
142
Arkadios Wealth Advisors
Georgia
$412K -$89K -1,572 -18%
SGCA
143
Steel Grove Capital Advisors
Tennessee
$409K
SNBOSCI
144
Security National Bank of Sioux City Iowa
Iowa
$406K
JIP
145
Jaffetilchin Investment Partners
Florida
$402K -$28.8K -508 -7%
OAM
146
Oppenheimer Asset Management
New York
$400K +$133K +2,353 +52%
AWE
147
Avidian Wealth Enterprises
Texas
$399K +$1.36K +24 +0.4%
PI
148
PFG Investments
New York
$387K +$736 +13 +0.2%
SA
149
Strategic Advocates
Utah
$385K -$43.8K -774 -10%
CMF
150
Counterpoint Mutual Funds
California
$371K +$25.3K +447 +8%

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.