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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
FMTCOCP
201
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K
UIA
202
Ulland Investment Advisors
Minnesota
$100K +$104K +2,000 New
APW
203
Aventura Private Wealth
Florida
$95.5K
CWIG
204
Chung Wu Investment Group
Texas
$90K
RMC
205
Resources Management Corp
Connecticut
$89K
EWA
206
EverSource Wealth Advisors
Alabama
$88.9K -$5.57K -107 -6%
HI
207
Harbour Investments
Wisconsin
$82.7K +$58.4K +1,123 +212%
GRP
208
Global Retirement Partners
California
$81.7K
CL
209
CSS LLC
Illinois
$80.1K +$83.3K +1,601 New
FRA
210
Front Row Advisors
California
$67.5K
PFBT
211
Parkside Financial Bank & Trust
Missouri
$65.7K -$3.43K -66 -5%
HWA
212
HHM Wealth Advisors
Tennessee
$60K
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K
SPIA
214
Steward Partners Investment Advisory
New York
$52.9K
IA
215
IFP Advisors
Florida
$52K -$50.7K -975 -48%
IBOK
216
Independence Bank of Kentucky
Kentucky
$51.1K
KFI
217
Key Financial Inc
Pennsylvania
$50.1K +$884 +17 +2%
AGWCA
218
Annis Gardner Whiting Capital Advisors
Florida
$40K
AA
219
Ancora Advisors
Ohio
$39.8K +$41.4K +796 New
HAP
220
Harbor Asset Planning
Massachusetts
$38.1K
Russell Investments Group
221
Russell Investments Group
United Kingdom
$37.3K
QC
222
Quent Capital
New York
$34.5K +$35.9K +690 New
GWSG
223
GPS Wealth Strategies Group
Colorado
$34.3K
PA
224
Parallel Advisors
California
$34.1K +$520 +10 +1%
PTC
225
Private Trust Company
Ohio
$32.5K

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.