We are live on ! Find out more

274 hedge funds and large institutions have $3.47B invested in Sunoco in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$265M)

1.61% more ownership

Funds ownership: 46.87%48.49% (+1.6%)

1% more funds holding

Funds holding: 272274 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

83% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $73.1M

Holders
274
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
80
Reduced
72
Closed
22
Calls
$12.6M
Puts
$73.1M
Net Calls
-$60.5M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Evoke Wealth
California
$256K +$258K +4,877 New
CA
177
Crumly & Associates
Illinois
$247K
RWM
178
Riverchase Wealth Management
Texas
$245K
HAG
179
HighPoint Advisor Group
Illinois
$240K -$52.8K -1,000 -18%
WCM
180
Whitener Capital Management
North Carolina
$238K +$159 +3 +0.1%
1WM
181
1900 Wealth Management
Texas
$236K -$10.8K -204 -4%
MA
182
Mutual Advisors
Nebraska
$233K -$9.67K -183 -4%
LCM
183
Liberty Capital Management
Michigan
$230K
VEA
184
Virtus ETF Advisers
New York
$230K
DADC
185
D.A. Davidson & Co
Montana
$228K -$15K -283 -6%
Northern Trust
186
Northern Trust
Illinois
$228K +$3.65K +69 +2%
LF
187
Lee Financial
Texas
$227K -$1.13M -21,381 -83%
NFSG
188
Newbridge Financial Services Group
Florida
$223K +$370 +7 +0.2%
QPWM
189
Quadrant Private Wealth Management
Pennsylvania
$223K +$211 +4 +0.1%
FFA
190
Farther Finance Advisors
California
$220K -$107K -2,028 -33%
SA
191
Strategic Advocates
Utah
$219K -$78.8K -1,492 -26%
EFG
192
Ethos Financial Group
Pennsylvania
$217K
HHCP
193
Hilton Head Capital Partners
South Carolina
$214K +$216K +4,089 New
FTCM
194
First Trust Capital Management
Illinois
$202K +$204K +3,858 New
CA
195
Clearstead Advisors
Ohio
$196K
ANBT
196
American National Bank & Trust
Texas
$166K +$167K +3,164 New
AIM
197
Anchor Investment Management
South Carolina
$157K
SPIA
198
Steward Partners Investment Advisory
New York
$142K +$87.5K +1,655 +156%
FHA
199
Flagship Harbor Advisors
Massachusetts
$142K +$143K +2,700 New
EWA
200
EverSource Wealth Advisors
Alabama
$130K +$37K +700 +39%