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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
SWA
126
SFMG Wealth Advisors
Texas
$430K +$106K +2,000 +32%
P
127
&Partners
Tennessee
$429K +$78.9K +1,493 +22%
UAG
128
United Advisor Group
Ohio
$424K
UPS
129
UHLMANN PRICE SECURITIES
Illinois
$420K -$53.7K -1,016 -11%
BEI
130
Benjamin Edwards Inc
Missouri
$414K +$8.08K +153 +2%
NA
131
NewEdge Advisors
Louisiana
$400K +$29K +548 +8%
MT
132
Midwest Trust
Kansas
$398K
OC
133
Oppenheimer & Co
New York
$388K -$3.7K -70 -0.9%
CFB
134
Cullen/Frost Bankers
Texas
$374K -$26.4K -500 -7%
SGCA
135
Steel Grove Capital Advisors
Tennessee
$369K
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$362K +$370 +7 +0.1%
WP
137
WealthPLAN Partners
Nebraska
$360K -$18.7K -353 -5%
IAA
138
Independent Advisor Alliance
North Carolina
$358K -$35.1K -665 -9%
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
$356K
IFG
140
Independent Financial Group
California
$349K +$67.5K +1,278 +24%
SN
141
Sittner & Nelson
Oregon
$346K +$52.8K +1,000 +20%
AWE
142
Avidian Wealth Enterprises
Texas
$344K -$12.6K -239 -4%
OAM
143
Oppenheimer Asset Management
New York
$337K -$317 -6 -0.1%
AWP
144
Avid Wealth Partners
Texas
$335K
CIA
145
Concurrent Investment Advisors
Florida
$333K +$111K +2,095 +49%
PFPG
146
Pinnacle Financial Partners (Georgia)
Georgia
$328K +$331K +6,260 New
Cerity Partners
147
Cerity Partners
New York
$324K +$327K +6,190 New
CL
148
CSS LLC
Illinois
$323K +$241K +4,553 +284%
Luther King Capital Management (LKCM)
149
Luther King Capital Management (LKCM)
Texas
$322K
ZWA
150
Zinnia Wealth Advisory
Florida
$321K +$323K +6,122 New