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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
OAM
151
Oppenheimer Asset Management
New York
$347K -$22.4K -405 -6%
AWP
152
Avid Wealth Partners
Texas
$343K -$521K -9,436 -60%
FFA
153
Farther Finance Advisors
California
$333K +$223K +4,036 +185%
Luther King Capital Management (LKCM)
154
Luther King Capital Management (LKCM)
Texas
$329K
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$328K
Jones Financial Companies
156
Jones Financial Companies
Missouri
$325K +$67.6K +1,225 +26%
Wolverine Trading
157
Wolverine Trading
Illinois
$325K +$331K +5,988 New
SA
158
Strategic Advocates
Utah
$320K -$36.4K -659 -10%
CIC
159
Carnegie Investment Counsel
Ohio
$313K +$35.4K +642 +12%
IFG
160
Independent Financial Group
California
$306K +$85.5K +1,549 +37%
TSS
161
Two Sigma Securities
New York
$305K +$314K +5,684 New
BCM
162
Basso Capital Management
Connecticut
$304K
PI
163
PFG Investments
New York
$304K -$54.5K -987 -15%
MCM
164
MAI Capital Management
Ohio
$299K +$166 +3 +0.1%
HAG
165
HighPoint Advisor Group
Illinois
$299K +$58K +1,050 +23%
WA
166
Wealth Alliance
New York
$298K +$307K +5,561 New
CCMG
167
Clark Capital Management Group
Pennsylvania
$295K +$304K +5,500 New
LMKC
168
L.M. Kohn & Company
Ohio
$289K
AF
169
Allworth Financial
California
$281K +$238K +4,310 +466%
SCA
170
Snowden Capital Advisors
New York
$280K +$5.52K +100 +2%
AAS
171
Ameritas Advisory Services
Nebraska
$278K +$10.7K +193 +4%
SN
172
Sittner & Nelson
Oregon
$268K
GWAG
173
Garrett Wealth Advisory Group
Texas
$264K
BIM
174
Bridges Investment Management
Nebraska
$264K
Bank of New York Mellon
175
Bank of New York Mellon
New York
$264K +$35.4K +641 +15%

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.