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274 hedge funds and large institutions have $3.47B invested in Sunoco in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$265M)

1.61% more ownership

Funds ownership: 46.87%48.49% (+1.6%)

1% more funds holding

Funds holding: 272274 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

83% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $73.1M

Holders
274
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
80
Reduced
72
Closed
22
Calls
$12.6M
Puts
$73.1M
Net Calls
-$60.5M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$1.3B +$40.5M +766,781 +3%
Invesco
2
Invesco
Georgia
$464M -$7.64M -144,630 -2%
Goldman Sachs
3
Goldman Sachs
New York
$307M -$28.2M -534,026 -8%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$161M -$5.2M -98,467 -3%
Blackstone Inc
5
Blackstone Inc
New York
$128M +$29.1M +550,618 +29%
EIP
6
Energy Income Partners
Connecticut
$103M +$2.06M +39,037 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$96.9M +$78.3M +1,482,707 +406%
Morgan Stanley
8
Morgan Stanley
New York
$85.9M +$32.6M +617,700 +60%
JP Morgan Chase
9
JP Morgan Chase
New York
$85.2M +$62.5M +1,182,662 +267%
CLG
10
Cooperman Leon G
$84.9M
UBS Group
11
UBS Group
Switzerland
$50.7M -$3.34M -63,124 -6%
TCA
12
Tortoise Capital Advisors
Kansas
$42M -$34.7M -656,237 -45%
ICA
13
Infrastructure Capital Advisors
New York
$38M +$4.07M +76,939 +12%
MHI
14
Miller Howard Investments
New York
$36.1M -$296K -5,611 -0.8%
RIA
15
Recurrent Investment Advisors
Texas
$35.6M -$13.5M -255,514 -27%
FI
16
Fractal Investments
Connecticut
$32.3M
BHC
17
Bowen Hanes & Co
Florida
$31.4M
Neuberger Berman Group
18
Neuberger Berman Group
New York
$30.8M -$6.61M -125,174 -18%
Barclays
19
Barclays
United Kingdom
$30.5M -$625K -11,830 -2%
AAA
20
Adams Asset Advisors
Texas
$30M
Raymond James Financial
21
Raymond James Financial
Florida
$20M +$24.4K +462 +0.1%
CCM
22
Chickasaw Capital Management
Tennessee
$11.9M -$59.8K -1,131 -0.5%
Citigroup
23
Citigroup
New York
$10.8M -$2.04M -38,694 -16%
Wells Fargo
24
Wells Fargo
California
$10.6M +$2.16M +40,806 +25%
LPL Financial
25
LPL Financial
California
$9.39M -$909K -17,206 -9%