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Sunoco
SUN

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: 268 → 289 (+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: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$143M
2
Blackstone Inc
Blackstone Inc
New York
+$22.9M
3
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$20.9M
4
Invesco
Invesco
Georgia
+$16.8M
5
CLG
Cooperman Leon G
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
ICA
Infrastructure Capital Advisors
New York
-$53.2M
2
Morgan Stanley
Morgan Stanley
New York
-$31.1M
3
Barclays
Barclays
United Kingdom
-$26.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$25.9M
5
IG
ING Group
Netherlands
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$357K – – –
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$355K – – –
Jane Street
153
Jane Street
New York
$352K -$835K -14,761 -71%
ESBC
154
E.S. Barr & Co
Kentucky
$334K -$42.4K -750 -12%
IC
155
Inscription Capital
Texas
$330K +$310K +5,475 New
BCM
156
Basso Capital Management
Connecticut
$330K – – –
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$328K -$13K -230 -4%
MCM
158
MAI Capital Management
Ohio
$324K +$8.89K +157 +3%
LMKC
159
L.M. Kohn & Company
Ohio
$314K -$56.6K -1,000 -16%
JF
160
Jump Financial
Illinois
$312K +$304K +5,380 New
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$306K +$15.8K +279 +6%
TI
162
Tidal Investments
Wisconsin
$300K -$112K -1,987 -28%
SCA
163
Snowden Capital Advisors
New York
$298K +$291K +5,133 New
SN
164
Sittner & Nelson
Oregon
$290K +$283K +5,000 New
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$290K -$19.1K -337 -6%
GWAG
166
Garrett Wealth Advisory Group
Texas
$286K – – –
BIM
167
Bridges Investment Management
Nebraska
$286K – – –
WIC
168
Willis Investment Counsel
Georgia
$284K – – –
Jones Financial Companies
169
Jones Financial Companies
Missouri
$282K +$98.7K +1,744 +58%
WIA
170
World Investment Advisors
California
$279K +$272K +4,800 New
AAS
171
Ameritas Advisory Services
Nebraska
$276K +$3.06K +54 +1%
CA
172
Crumly & Associates
Illinois
$274K – – –
MA
173
Mutual Advisors
Nebraska
$272K – – –
CIC
174
Carnegie Investment Counsel
Ohio
$271K – – –
1WM
175
1900 Wealth Management
Texas
$269K +$792 +14 +0.3%
5 6
7
8 9

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.