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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
CA
176
Crumly & Associates
Illinois
$236K
RWM
177
Riverchase Wealth Management
Texas
$234K +$243K +4,679 New
CFG
178
Citizens Financial Group
Rhode Island
$232K
DADC
179
D.A. Davidson & Co
Montana
$232K
WCM
180
Whitener Capital Management
North Carolina
$227K +$1.3K +25 +0.6%
AAM
181
Alpine Associates Management
Florida
$223K +$232K +4,457 New
WIA
182
World Investment Advisors
California
$221K -$4.16K -80 -2%
LCM
183
Liberty Capital Management
Michigan
$219K
GCA
184
Genesee Capital Advisors
New York
$219K +$228K +4,382 New
VEA
185
Virtus ETF Advisers
New York
$219K
FFA
186
Founders Financial Alliance
North Carolina
$218K +$227K +4,363 New
Northern Trust
187
Northern Trust
Illinois
$214K -$208 -4 -0.1%
CIA
188
Concurrent Investment Advisors
Florida
$213K +$221K +4,253 New
NFSG
189
Newbridge Financial Services Group
Florida
$213K +$364 +7 +0.2%
QPWM
190
Quadrant Private Wealth Management
Pennsylvania
$212K +$10.9K +209 +5%
EFG
191
Ethos Financial Group
Pennsylvania
$207K
CGA
192
Crescent Grove Advisors
Illinois
$202K -$2.05M -39,379 -91%
PFPT
193
Pinnacle Financial Partners (Tennessee)
Tennessee
$200K +$208K +4,000 New
CA
194
Clearstead Advisors
Ohio
$187K
AIM
195
Anchor Investment Management
South Carolina
$150K
ASN
196
Advisory Services Network
Georgia
$134K +$140K +2,685 New
SIC
197
Salem Investment Counselors
North Carolina
$133K
IWA
198
Icon Wealth Advisors
Texas
$129K +$6.81K +131 +5%
CJ
199
Caitlin John
Michigan
$120K +$125K +2,400 New
AAS
200
Ameritas Advisory Services
Nebraska
$105K -$160K -3,083 -59%

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.