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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
AA
1
ALPS Advisors
Colorado
$1.26B +$19.7M +357,204 +2%
Invesco
2
Invesco
Georgia
$487M -$4.71M -85,236 -0.9%
Goldman Sachs
3
Goldman Sachs
New York
$349M -$1.03M -18,660 -0.3%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$150M -$9.56M -173,103 -6%
EIP
5
Energy Income Partners
Connecticut
$101M +$4.07M +73,696 +4%
Blackstone Inc
6
Blackstone Inc
New York
$96.3M +$2.3M +41,698 +2%
CLG
7
Cooperman Leon G
$78.8M +$65.4M +1,185,000 +416%
TCA
8
Tortoise Capital Advisors
Kansas
$75.3M +$10.6M +191,122 +16%
UBS Group
9
UBS Group
Switzerland
$61.7M +$6.96M +126,117 +12%
Morgan Stanley
10
Morgan Stanley
New York
$59.5M -$2.94M -53,217 -5%
ICA
11
Infrastructure Capital Advisors
New York
$52.7M +$37.9M +686,211 +231%
RIA
12
Recurrent Investment Advisors
Texas
$50M +$40K +724 +0.1%
JP Morgan Chase
13
JP Morgan Chase
New York
$41.4M -$50.9M -921,267 -54%
MHI
14
Miller Howard Investments
New York
$37M +$213K +3,852 +0.6%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$35.9M +$1.42M +25,757 +4%
ClearBridge Investments
16
ClearBridge Investments
New York
$35.5M -$1.24M -22,500 -3%
FI
17
Fractal Investments
Connecticut
$33M +$3.52M +63,774 +12%
BHC
18
Bowen Hanes & Co
Florida
$32.2M
AAA
19
Adams Asset Advisors
Texas
$30.6M +$126K +2,274 +0.4%
Barclays
20
Barclays
United Kingdom
$23.8M +$24.5M +442,987 +35,411%
Raymond James Financial
21
Raymond James Financial
Florida
$19.6M +$1.05M +18,990 +5%
Citigroup
22
Citigroup
New York
$13.3M +$11.2M +202,305 +448%
HIP
23
HUB Investment Partners
Texas
$11.1M -$13K -236 -0.1%
LPL Financial
24
LPL Financial
California
$10.2M +$317K +5,734 +3%
IG
25
ING Group
Netherlands
$9.81M -$5.13M -92,900 -34%

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.