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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
AHL
151
Abel Hall LLC
Louisiana
$300K +$312K +6,000 New
CAI
152
Capital Advisors Inc
Oklahoma
$294K -$72.1K -1,386 -19%
JIP
153
Jaffetilchin Investment Partners
Florida
$288K -$58.3K -1,121 -16%
MCM
154
MAI Capital Management
Ohio
$286K +$6.76K +130 +2%
PI
155
PFG Investments
New York
$284K +$780 +15 +0.3%
BCM
156
Basso Capital Management
Connecticut
$284K
SA
157
Strategic Advocates
Utah
$283K -$16.1K -309 -5%
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$282K +$40.5K +779 +16%
IA
159
IFG Advisory
Georgia
$280K -$424K -8,160 -59%
HAG
160
HighPoint Advisor Group
Illinois
$279K
WA
161
Wealth Alliance
New York
$278K -$572 -11 -0.2%
CCMG
162
Clark Capital Management Group
Pennsylvania
$275K
LMKC
163
L.M. Kohn & Company
Ohio
$270K
WS
164
Wedbush Securities
California
$270K -$213K -4,092 -43%
CIC
165
Carnegie Investment Counsel
Ohio
$270K -$23.6K -453 -8%
AF
166
Allworth Financial
California
$270K +$8.16K +157 +3%
IFG
167
Independent Financial Group
California
$269K -$17.3K -332 -6%
MA
168
Mutual Advisors
Nebraska
$251K
SN
169
Sittner & Nelson
Oregon
$250K
GWAG
170
Garrett Wealth Advisory Group
Texas
$247K
BIM
171
Bridges Investment Management
Nebraska
$246K
XT
172
XTX Topco
Cayman Islands
$245K +$255K +4,896 New
WIC
173
Willis Investment Counsel
Georgia
$244K
CRC
174
Curi RMB Capital
Illinois
$242K +$1.04K +20 +0.4%
1WM
175
1900 Wealth Management
Texas
$236K +$1.98K +38 +0.8%

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.