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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
IAA
126
Independent Advisor Alliance
North Carolina
$496K +$61.1K +1,106 +14%
XF
127
XML Financial
Maryland
$494K -$95.2K -1,724 -16%
PA
128
PSI Advisors
Florida
$494K +$552 +10 +0.1%
DTC
129
Davidson Trust Company
Washington
$482K
EWA
130
EP Wealth Advisors
California
$476K +$16.3K +296 +3%
UPS
131
UHLMANN PRICE SECURITIES
Illinois
$471K -$55.3K -1,002 -10%
CCG
132
Cypress Capital Group
Florida
$462K +$476K +8,620 New
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$451K -$83.6K -1,515 -15%
CCM
134
Cohen Capital Management
California
$440K
GLA
135
Good Life Advisors
Pennsylvania
$437K +$9.05K +164 +2%
UAG
136
United Advisor Group
Ohio
$434K +$33.9K +614 +8%
BEI
137
Benjamin Edwards Inc
Missouri
$415K
MT
138
Midwest Trust
Kansas
$407K +$419K +7,595 New
AWA
139
Arkadios Wealth Advisors
Georgia
$397K +$16.3K +295 +4%
OC
140
Oppenheimer & Co
New York
$395K
CAI
141
Capital Advisors Inc
Oklahoma
$389K +$1.88K +34 +0.5%
WP
142
WealthPLAN Partners
Nebraska
$387K +$552 +10 +0.1%
NA
143
NewEdge Advisors
Louisiana
$380K +$271K +4,915 +226%
SGCA
144
Steel Grove Capital Advisors
Tennessee
$377K
SNBOSCI
145
Security National Bank of Sioux City Iowa
Iowa
$375K
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$370K +$69.6K +1,260 +22%
JIP
147
Jaffetilchin Investment Partners
Florida
$369K -$2.6K -47 -0.7%
AWE
148
Avidian Wealth Enterprises
Texas
$364K -$4.36K -79 -1%
SI
149
Stephens Inc
Arkansas
$352K -$57.8K -1,047 -14%
MOS
150
MGO One Seven
Ohio
$352K -$209K -3,789 -37%

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.