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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
AA
1
ALPS Advisors
Colorado
$1.2B +$31.2M +599,655 +3%
Invesco
2
Invesco
Georgia
$450M -$4.64M -89,172 -1%
Goldman Sachs
3
Goldman Sachs
New York
$320M -$5.67M -108,980 -2%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$159M +$19.5M +374,396 +13%
EIP
5
Energy Income Partners
Connecticut
$95.9M +$1.71M +32,866 +2%
Blackstone Inc
6
Blackstone Inc
New York
$94.2M +$4.56M +87,695 +5%
CLG
7
Cooperman Leon G
$81M +$7.8M +150,000 +10%
TCA
8
Tortoise Capital Advisors
Kansas
$72.9M +$2.71M +52,164 +4%
UBS Group
9
UBS Group
Switzerland
$51.5M -$6.3M -121,147 -11%
Morgan Stanley
10
Morgan Stanley
New York
$51.1M -$4.62M -88,756 -8%
RIA
11
Recurrent Investment Advisors
Texas
$46.7M +$28.7K +551 +0.1%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$35.7M +$2.24M +43,034 +6%
MHI
13
Miller Howard Investments
New York
$34.8M +$197K +3,784 +0.5%
ICA
14
Infrastructure Capital Advisors
New York
$33.9M -$17.4M -334,226 -34%
ClearBridge Investments
15
ClearBridge Investments
New York
$33.2M
FI
16
Fractal Investments
Connecticut
$30.8M
BHC
17
Bowen Hanes & Co
Florida
$30M
Barclays
18
Barclays
United Kingdom
$29.7M +$7.79M +149,732 +34%
AAA
19
Adams Asset Advisors
Texas
$28.6M
JP Morgan Chase
20
JP Morgan Chase
New York
$22.2M -$17.1M -328,360 -43%
Raymond James Financial
21
Raymond James Financial
Florida
$19.1M +$838K +16,106 +4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$18.3M +$17.8M +341,441 +1,412%
Citigroup
23
Citigroup
New York
$12.3M -$97.1K -1,867 -0.8%
CCM
24
Chickasaw Capital Management
Tennessee
$11.4M +$4.37M +84,000 +58%
LPL Financial
25
LPL Financial
California
$9.82M +$295K +5,670 +3%

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.