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294 hedge funds and large institutions have $4.37B invested in Sunoco in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

69% more call options, than puts

Call options by funds: $49.4M | Put options by funds: $29.2M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more capital invested

Capital invested by funds: $3.47B → $4.37B (+$903M)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

7% more funds holding

Funds holding: 274294 (+20)

0.65% more ownership

Funds ownership: 48.49%49.13% (+0.65%)

Holders
294
Holders Change
+20
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
43
Increased
89
Reduced
78
Closed
17
Calls
$49.4M
Puts
$29.2M
Net Calls
+$20.1M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Concurrent Investment Advisors
Florida
$416K +$2.97K +49 +0.8%
JSW
152
Journey Strategic Wealth
New Jersey
$407K -$212K -3,496 -36%
EWA
153
EP Wealth Advisors
California
$402K -$590K -9,724 -61%
CL
154
CSS LLC
Illinois
$400K
Lido Advisors
155
Lido Advisors
California
$397K +$371K +6,118 New
ZWA
156
Zinnia Wealth Advisory
Florida
$392K -$5.04K -83 -1%
AHL
157
Abel Hall LLC
Louisiana
$390K
SN
158
Sittner & Nelson
Oregon
$390K
WS
159
Wedbush Securities
California
$386K +$303 +5 +0.1%
DT
160
Diversified Trust
Tennessee
$379K +$10.2K +168 +3%
CCA
161
Corps Capital Advisors
Texas
$372K +$347K +5,725 New
PI
162
PFG Investments
New York
$371K +$789 +13 +0.2%
Cerity Partners
163
Cerity Partners
New York
$371K -$29.3K -483 -8%
BCM
164
Basso Capital Management
Connecticut
$369K
JIP
165
Jaffetilchin Investment Partners
Florida
$365K +$23.3K +384 +7%
CCMG
166
Clark Capital Management Group
Pennsylvania
$357K
WA
167
Wealth Alliance
New York
$357K -$2.37K -39 -0.7%
MCM
168
MAI Capital Management
Ohio
$357K -$9.1K -150 -3%
WWM
169
Western Wealth Management
Colorado
$349K +$129K +2,119 New
CIC
170
Carnegie Investment Counsel
Ohio
$342K -$7.89K -130 -2%
CPG
171
Cornerstone Planning Group
New Jersey
$339K -$5.46K -90 -2%
AWA
172
Arkadios Wealth Advisors
Georgia
$339K +$3.52K +58 +1%
AF
173
Allworth Financial
California
$334K +$121 +2 +0%
UIA
174
Ulland Investment Advisors
Minnesota
$325K
GCA
175
Genesee Capital Advisors
New York
$322K -$31.4K -517 -9%