We are live on ! Find out more

272 hedge funds and large institutions have $3.2B invested in Sunoco in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

0.35% more ownership

Funds ownership: 46.53%46.87% (+0.35%)

2% less funds holding

Funds holding: 278272 (-6)

6% less capital invested

Capital invested by funds: $3.4B → $3.2B (-$196M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

49% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $53.9M

Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
26
Increased
81
Reduced
79
Closed
25
Calls
$27.5M
Puts
$53.9M
Net Calls
-$26.4M
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
XF
126
XML Financial
Maryland
$447K -$14.7K -282 -3%
CCG
127
Cypress Capital Group
Florida
$431K
CCM
128
Cohen Capital Management
California
$411K
UAG
129
United Advisor Group
Ohio
$405K
Bank of New York Mellon
130
Bank of New York Mellon
New York
$392K +$152K +2,921 +59%
BEI
131
Benjamin Edwards Inc
Missouri
$387K -$52 -1 -0%
CFB
132
Cullen/Frost Bankers
Texas
$382K +$296K +5,690 +291%
MT
133
Midwest Trust
Kansas
$380K
SGCA
134
Steel Grove Capital Advisors
Tennessee
$377K
IAA
135
Independent Advisor Alliance
North Carolina
$375K -$91K -1,750 -19%
OC
136
Oppenheimer & Co
New York
$373K +$5.25K +101 +1%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$373K +$72.4K +1,392 +23%
AWA
138
Arkadios Wealth Advisors
Georgia
$373K +$2.76K +53 +0.7%
WP
139
WealthPLAN Partners
Nebraska
$361K +$624 +12 +0.2%
NA
140
NewEdge Advisors
Louisiana
$354K -$416 -8 -0.1%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$345K
AWE
142
Avidian Wealth Enterprises
Texas
$341K +$1.25K +24 +0.4%
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$340K +$35.4K +680 +11%
P
144
&Partners
Tennessee
$335K +$106K +2,032 +44%
OAM
145
Oppenheimer Asset Management
New York
$322K -$2.44K -47 -0.7%
AWP
146
Avid Wealth Partners
Texas
$320K
FFA
147
Farther Finance Advisors
California
$311K +$260 +5 +0.1%
SWA
148
SFMG Wealth Advisors
Texas
$310K +$322K +6,200 New
CAMG
149
CWA Asset Management Group
Florida
$308K +$108K +2,074 +51%
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$307K

SUN Hedge Fund Activity: Q3 2025 in Review

272 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2025, worth a combined $3.2B — down 5.8% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SUN positions and 25 closed out — a net gain of 1 holder — while 81 added to existing stakes and 79 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $31.2M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $17.4M.

  • 272 institutional investors held Sunoco (SUN) as of Q3 2025, down from 278 in Q2 2025.
  • Funds reported $3.2B of Sunoco stock for Q3 2025, down 5.8% quarter-over-quarter.
  • 26 funds opened new Sunoco positions in Q3 2025 and 25 closed out, a net change of +1 holder.
  • The largest Sunoco buyer in Q3 2025 was ALPS Advisors, an estimated $31.2M added.
  • The largest Sunoco seller in Q3 2025 was Infrastructure Capital Advisors, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2025.