We are live on ! Find out more

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
AA
1
ALPS Advisors
Colorado
$1.34B +$143M +2,529,170 +12%
Invesco
2
Invesco
Georgia
$532M +$16.8M +296,791 +3%
Goldman Sachs
3
Goldman Sachs
New York
$379M -$12M -211,613 -3%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$173M +$20.9M +369,508 +14%
EIP
5
Energy Income Partners
Connecticut
$105M +$2.6M +45,935 +3%
Blackstone Inc
6
Blackstone Inc
New York
$102M +$22.9M +404,931 +30%
JP Morgan Chase
7
JP Morgan Chase
New York
$98.3M -$25.9M -457,458 -21%
TCA
8
Tortoise Capital Advisors
Kansas
$70.5M -$3.74M -66,120 -5%
Morgan Stanley
9
Morgan Stanley
New York
$67.6M -$31.1M -549,121 -32%
UBS Group
10
UBS Group
Switzerland
$59.5M -$1.24M -21,836 -2%
RIA
11
Recurrent Investment Advisors
Texas
$54.2M +$2.49M +44,000 +5%
MHI
12
Miller Howard Investments
New York
$39.9M +$5.22M +92,187 +15%
ClearBridge Investments
13
ClearBridge Investments
New York
$39.8M -$57 -1 -0%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$37.4M +$8.3M +146,621 +29%
BHC
15
Bowen Hanes & Co
Florida
$34.8M
AAA
16
Adams Asset Advisors
Texas
$33.1M -$128K -2,265 -0.4%
FI
17
Fractal Investments
Connecticut
$32.1M
Raymond James Financial
18
Raymond James Financial
Florida
$20.1M +$120K +2,124 +0.6%
Allianz Asset Management
19
Allianz Asset Management
Germany
$17.7M +$6.43M +113,600 +60%
CLG
20
Cooperman Leon G
$16.5M +$16.1M +285,000 New
IG
21
ING Group
Netherlands
$16M -$13.5M -237,715 -46%
HIP
22
HUB Investment Partners
Texas
$12M -$507K -8,951 -4%
Wells Fargo
23
Wells Fargo
California
$11M -$3.42M -60,400 -24%
LPL Financial
24
LPL Financial
California
$10.7M +$395K +6,986 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.24M +$543K +9,592 +6%

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.