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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
SIC
201
Salem Investment Counselors
North Carolina
$143K
IWA
202
Icon Wealth Advisors
Texas
$131K +$21.8K +394 +19%
SOW
203
State of Wyoming
Wyoming
$111K +$115K +2,080 New
TPW
204
Talon Private Wealth
Florida
$110K +$113K +2,050 New
IA
205
IFP Advisors
Florida
$108K -$47K -851 -30%
FMTCOCP
206
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$107K
CFB
207
Cullen/Frost Bankers
Texas
$105K
APW
208
Aventura Private Wealth
Florida
$102K
EWA
209
EverSource Wealth Advisors
Alabama
$101K
MHR
210
Matthew Hamilton Rosenberg
$98.3K +$101K +1,835 New
CWIG
211
Chung Wu Investment Group
Texas
$96.5K +$99.4K +1,800 New
RMC
212
Resources Management Corp
Connecticut
$95K
GRP
213
Global Retirement Partners
California
$87.5K +$90.2K +1,633 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$73.9K +$37.3K +675 +96%
FRA
215
Front Row Advisors
California
$72.3K
Bessemer Group
216
Bessemer Group
New Jersey
$72K +$22.1K +400 +42%
PS
217
Principal Securities
Iowa
$71.1K +$45.4K +823 +163%
HWA
218
HHM Wealth Advisors
Tennessee
$64.3K
JFGIW
219
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64.3K
AG
220
AmeriFlex Group
Nevada
$57.4K
SPIA
221
Steward Partners Investment Advisory
New York
$56.7K
IBOK
222
Independence Bank of Kentucky
Kentucky
$54.8K
KFI
223
Key Financial Inc
Pennsylvania
$52.1K +$883 +16 +2%
CPG
224
Cornerstone Planning Group
New Jersey
$48.6K +$50.2K +909 New
AGWCA
225
Annis Gardner Whiting Capital Advisors
Florida
$42.9K

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.