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302 hedge funds and large institutions have $4.49B invested in Sunoco in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

34% more call options, than puts

Call options by funds: $34.1M | Put options by funds: $25.5M

3% more funds holding

Funds holding: 294302 (+8)

3% more capital invested

Capital invested by funds: $4.37B → $4.49B (+$119M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.54% less ownership

Funds ownership: 49.13%48.6% (-0.54%)

8% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 84

Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
3.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
77
Reduced
84
Closed
20
Calls
$34.1M
Puts
$25.5M
Net Calls
+$8.63M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
201
Kanawha Capital Management
Virginia
$257K
William Blair & Company
202
William Blair & Company
Illinois
$255K +$731 +11 +0.3%
IC
203
Inscription Capital
Texas
$252K
CA
204
Clearstead Advisors
Ohio
$252K
Lido Advisors
205
Lido Advisors
California
$252K -$159K -2,385 -39%
PFA
206
Perryman Financial Advisory
Texas
$252K
SFG
207
Stonebridge Financial Group
California
$251K +$247K +3,721 New
SWP
208
Summit Wealth Partners
Florida
$251K
Northern Trust
209
Northern Trust
Illinois
$250K
TWP
210
Tyche Wealth Partners
Texas
$250K
KPWS
211
Kestra Private Wealth Services
Texas
$248K +$244K +3,670 New
GVAG
212
Great Valley Advisor Group
Delaware
$247K +$1.4K +21 +0.6%
WAAG
213
Wealth Alliance Advisory Group
Kansas
$247K
FTCM
214
First Trust Capital Management
Illinois
$247K -$13.7K -206 -5%
CCMG
215
Clark Capital Management Group
Pennsylvania
$244K -$125K -1,881 -34%
TI
216
Tidal Investments
Wisconsin
$243K +$240K +3,606 New
PGFC
217
Peapack-Gladstone Financial Corp
New Jersey
$239K
DC
218
Davenport & Co
Virginia
$239K
GRP
219
Global Retirement Partners
California
$237K +$234K +3,514 New
RC
220
Roundview Capital
New Jersey
$237K +$233K +3,513 New
ESBC
221
E.S. Barr & Co
Kentucky
$236K
FVWA
222
Foster Victor Wealth Advisors
South Carolina
$223K +$205K +3,087 New
XF
223
XML Financial
Maryland
$223K
LWA
224
Legacy Wealth Advisors
Florida
$222K
CWP
225
Cyndeo Wealth Partners
Florida
$214K

SUN Hedge Fund Activity: Q2 2026 in Review

302 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2026, worth a combined $4.49B — up 2.7% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SUN positions and 20 closed out — a net gain of 16 holders — while 77 added to existing stakes and 84 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $96.2M. The largest seller was Cooperman Leon G, cutting an estimated $92.6M.

  • 302 institutional investors held Sunoco (SUN) as of Q2 2026, up from 294 in Q1 2026.
  • Funds reported $4.49B of Sunoco stock for Q2 2026, up 2.7% quarter-over-quarter.
  • 36 funds opened new Sunoco positions in Q2 2026 and 20 closed out, a net change of +16 holders.
  • The largest Sunoco buyer in Q2 2026 was Morgan Stanley, an estimated $96.2M added.
  • The largest Sunoco seller in Q2 2026 was Cooperman Leon G, an estimated $92.6M sold.

Based on aggregated 13F filings for Q2 2026.