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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
SWP
201
Summit Wealth Partners
Florida
$216K +$210K +3,716 New
WAAG
202
Wealth Alliance Advisory Group
Kansas
$212K +$207K +3,654 New
GVAG
203
Great Valley Advisor Group
Delaware
$205K +$200K +3,528 New
KWA
204
Kingswood Wealth Advisors
California
$204K -$25.4K -448 -11%
ACI
205
Alpha Cubed Investments
California
$204K +$199K +3,512 New
FHA
206
Flagship Harbor Advisors
Massachusetts
$204K +$199K +3,510 New
RIS
207
Retirement Income Solutions
Michigan
$203K +$198K +3,500 New
ME
208
McIlrath & Eck
Washington
$199K +$194K +3,429 New
WSFS
209
Wilmington Savings Fund Society
Delaware
$179K
AIM
210
Anchor Investment Management
South Carolina
$174K
CA
211
Clearstead Advisors
Ohio
$166K +$79.2K +1,400 +95%
IA
212
IFP Advisors
Florida
$166K +$23.7K +419 +17%
SIC
213
Salem Investment Counselors
North Carolina
$155K
FFA
214
Farther Finance Advisors
California
$128K +$19.5K +344 +19%
NA
215
NewEdge Advisors
Louisiana
$126K +$170 +3 +0.1%
IWA
216
Icon Wealth Advisors
Texas
$119K
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$118K +$60.5K +1,069 +110%
FMTCOCP
218
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$116K
CFB
219
Cullen/Frost Bankers
Texas
$114K +$14K +248 +15%
APW
220
Aventura Private Wealth
Florida
$111K
EWA
221
EverSource Wealth Advisors
Alabama
$109K
RMC
222
Resources Management Corp
Connecticut
$103K -$11.3K -200 -10%
FRA
223
Front Row Advisors
California
$78.4K
Barclays
224
Barclays
United Kingdom
$72.6K -$26.3M -464,768 -100%
GWSG
225
GPS Wealth Strategies Group
Colorado
$72.2K +$8.49K +150 +14%

SUN Hedge Fund Activity: Q1 2025 in Review

289 of the 7,457 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.