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294 hedge funds and large institutions have $4.37B invested in Sunoco in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

69% more call options, than puts

Call options by funds: $49.4M | Put options by funds: $29.2M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more capital invested

Capital invested by funds: $3.47B → $4.37B (+$903M)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

7% more funds holding

Funds holding: 274294 (+20)

0.65% more ownership

Funds ownership: 48.49%49.13% (+0.65%)

Holders
294
Holders Change
+20
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
43
Increased
89
Reduced
78
Closed
17
Calls
$49.4M
Puts
$29.2M
Net Calls
+$20.1M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
201
Perryman Financial Advisory
Texas
$242K +$226K +3,732 New
SWP
202
Summit Wealth Partners
Florida
$241K +$225K +3,716 New
Northern Trust
203
Northern Trust
Illinois
$241K -$38.6K -637 -15%
TWP
204
Tyche Wealth Partners
Texas
$241K +$225K +3,705 New
PWM
205
Partners Wealth Management
California
$240K +$224K +3,696 New
WAAG
206
Wealth Alliance Advisory Group
Kansas
$237K +$222K +3,654 New
GVAG
207
Great Valley Advisor Group
Delaware
$237K +$221K +3,640 New
SAW
208
Signal Advisors Wealth
Michigan
$231K +$216K +3,556 New
PGFC
209
Peapack-Gladstone Financial Corp
New Jersey
$230K +$215K +3,540 New
DC
210
Davenport & Co
Virginia
$230K +$215K +3,540 New
AA
211
Armis Advisers
Georgia
$227K +$197K +3,250 New
GWP
212
Gateway Wealth Partners
Wisconsin
$227K +$212K +3,500 New
ESBC
213
E.S. Barr & Co
Kentucky
$227K +$212K +3,500 New
EFG
214
Ethos Financial Group
Pennsylvania
$217K
XF
215
XML Financial
Maryland
$214K -$147K -2,428 -42%
LWA
216
Legacy Wealth Advisors
Florida
$213K +$199K +3,284 New
AIA
217
Arrow Investment Advisors
Maryland
$208K +$194K +3,205 New
CWP
218
Cyndeo Wealth Partners
Florida
$206K +$192K +3,171 New
NCM
219
Novare Capital Management
North Carolina
$204K +$190K +3,140 New
AIM
220
Anchor Investment Management
South Carolina
$195K
ANBT
221
American National Bank & Trust
Texas
$193K -$12.1K -200 -6%
ASN
222
Advisory Services Network
Georgia
$184K +$172K +2,835 New
HI
223
Harbour Investments
Wisconsin
$181K +$68.3K +1,126 +68%
SPIA
224
Steward Partners Investment Advisory
New York
$176K -$364 -6 -0.2%
SIC
225
Salem Investment Counselors
North Carolina
$173K +$162K +2,666 New