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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: 268289 (+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: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
176
Citizens Financial Group
Rhode Island
$269K
HAG
177
HighPoint Advisor Group
Illinois
$268K -$56.6K -1,000 -18%
CWA
178
Centennial Wealth Advisory
Michigan
$267K +$3.85K +68 +2%
DADC
179
D.A. Davidson & Co
Montana
$263K
P
180
&Partners
Tennessee
$263K +$251K +4,440 New
TC
181
TownSquare Capital
Utah
$262K +$34.9K +616 +16%
Northern Trust
182
Northern Trust
Illinois
$262K +$8.15K +144 +3%
WCM
183
Whitener Capital Management
North Carolina
$261K +$226 +4 +0.1%
AWS
184
Atria Wealth Solutions
New York
$259K -$29.1K -515 -10%
LCM
185
Liberty Capital Management
Michigan
$255K
VEA
186
Virtus ETF Advisers
New York
$254K +$248K +4,380 New
SBIA
187
Sheaff Brock Investment Advisors
Indiana
$254K +$248K +4,376 New
CAMG
188
CWA Asset Management Group
Florida
$252K +$6.68K +118 +3%
Bank of New York Mellon
189
Bank of New York Mellon
New York
$248K +$242K +4,278 New
IFG
190
Independent Financial Group
California
$241K +$235K +4,156 New
Lido Advisors
191
Lido Advisors
California
$241K +$235K +4,153 New
CIA
192
Concurrent Investment Advisors
Florida
$239K +$233K +4,122 New
Truist Financial
193
Truist Financial
North Carolina
$239K -$55K -972 -19%
NFSG
194
Newbridge Financial Services Group
Florida
$239K -$8.15K -144 -3%
CAM
195
Cresset Asset Management
Illinois
$239K -$396K -6,988 -63%
QPWM
196
Quadrant Private Wealth Management
Pennsylvania
$235K
KCM
197
Kanawha Capital Management
Virginia
$221K +$215K +3,800 New
MA
198
MONECO Advisors
Connecticut
$221K +$215K +3,799 New
IIA
199
IPG Investment Advisors
California
$218K +$213K +3,760 New
DC
200
Davenport & Co
Virginia
$218K +$212K +3,750 New

SUN Hedge Fund Activity: Q1 2025 in Review

289 of the 7,458 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.