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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
WIC
176
Willis Investment Counsel
Georgia
$262K
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$260K -$7.67K -139 -3%
CRC
178
Curi RMB Capital
Illinois
$258K +$265K +4,809 New
CA
179
Crumly & Associates
Illinois
$252K
1WM
180
1900 Wealth Management
Texas
$251K +$1.88K +34 +0.7%
P
181
&Partners
Tennessee
$250K +$12.4K +225 +5%
CFG
182
Citizens Financial Group
Rhode Island
$249K
DADC
183
D.A. Davidson & Co
Montana
$248K +$5.52K +100 +2%
MA
184
Mutual Advisors
Nebraska
$247K +$55 +1 +0%
WCM
185
Whitener Capital Management
North Carolina
$242K +$552 +10 +0.2%
WIA
186
World Investment Advisors
California
$241K -$16.6K -300 -6%
LCM
187
Liberty Capital Management
Michigan
$235K
VEA
188
Virtus ETF Advisers
New York
$235K
Northern Trust
189
Northern Trust
Illinois
$229K -$12.5K -226 -5%
NFSG
190
Newbridge Financial Services Group
Florida
$227K +$7.23K +131 +3%
EFG
191
Ethos Financial Group
Pennsylvania
$222K -$201K -3,635 -47%
CAMG
192
CWA Asset Management Group
Florida
$219K -$13.6K -247 -6%
QPWM
193
Quadrant Private Wealth Management
Pennsylvania
$217K
FTCM
194
First Trust Capital Management
Illinois
$210K +$217K +3,926 New
LF
195
Lee Financial
Texas
$205K +$211K +3,819 New
KCM
196
Kanawha Capital Management
Virginia
$204K
IC
197
Inscription Capital
Texas
$200K -$95.8K -1,735 -32%
CA
198
Clearstead Advisors
Ohio
$200K +$48K +869 +30%
ME
199
McIlrath & Eck
Washington
$184K +$386 +7 +0.2%
AIM
200
Anchor Investment Management
South Carolina
$161K

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.