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Murphy USA
MUSA

529 hedge funds and large institutions have $6.5B invested in Murphy USA in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 151 increasing their positions, 207 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 62

5% more funds holding

Funds holding: 503 → 529 (+26)

2.63% more ownership

Funds ownership: 83.32% → 85.94% (+2.6%)

4% more capital invested

Capital invested by funds: $6.24B → $6.5B (+$258M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

11% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $25.2M

27% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 207

Holders
529
Holders Change
+26
Holders Change %
+5.17%
% of All Funds
6.43%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
93
Increased
151
Reduced
207
Closed
62
Calls
$22.4M
Puts
$25.2M
Net Calls
-$2.78M
Net Calls Change
-$32.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$185M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$117M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$81.1M
4
SG Americas Securities
SG Americas Securities
New York
+$48M
5
Morgan Stanley
Morgan Stanley
New York
+$38.3M

Top Sellers

1
Invesco
Invesco
Georgia
-$76.9M
2
Millennium Management
Millennium Management
New York
-$67.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$56.7M
4
Victory Capital Management
Victory Capital Management
Texas
-$50.6M
5
Capital World Investors
Capital World Investors
California
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$53.6M +$11.9M +31,118 +31%
SG Americas Securities
27
SG Americas Securities
New York
$53.4M +$48M +125,185 +1,723%
Charles Schwab
28
Charles Schwab
California
$52.8M +$577K +1,505 +1%
Brown Advisory
29
Brown Advisory
Maryland
$50.9M -$2.72M -7,094 -5%
Norges Bank
30
Norges Bank
Norway
$50.7M +$48.2M +125,710 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$50.5M -$2.91M -7,582 -6%
ACM
32
Argent Capital Management
Missouri
$50M -$2.54M -6,626 -5%
RIA
33
Recurrent Investment Advisors
Texas
$47.7M +$6.78M +17,664 +17%
Allianz Asset Management
34
Allianz Asset Management
Germany
$45.1M -$10.4M -27,125 -20%
Fidelity International
35
Fidelity International
Bermuda
$42.5M +$17.7M +46,200 +78%
UBS Group
36
UBS Group
Switzerland
$40.5M -$12.6M -32,924 -25%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$40.3M -$1.86M -4,837 -5%
JCM
38
Junto Capital Management
New York
$39.8M +$37.8M +98,603 New
SAM
39
Southernsun Asset Management
Tennessee
$37.3M -$1.39M -3,621 -4%
Boston Partners
40
Boston Partners
Massachusetts
$37.2M -$1.42M -3,694 -4%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$32.2M +$1.13M +2,936 +4%
Capital World Investors
42
Capital World Investors
California
$32.1M -$41.8M -109,039 -58%
SAM
43
Silvercrest Asset Management
New York
$31.1M -$4.12M -10,732 -12%
Goldman Sachs
44
Goldman Sachs
New York
$29.5M +$10.8M +28,150 +63%
American Century Companies
45
American Century Companies
Missouri
$27M +$1.24M +3,240 +5%
Bessemer Group
46
Bessemer Group
New Jersey
$25.1M -$11.2M -29,225 -32%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$24.3M +$23.1M +60,244 New
Invesco
48
Invesco
Georgia
$23.2M -$76.9M -200,396 -78%
SNB
49
Security National Bank
Nebraska
$21.2M – – –
RP
50
RIHO Partners
Arizona
$20.9M +$19.9M +51,827 New
1
2
3 4 5

MUSA Hedge Fund Activity: Q4 2025 in Review

529 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q4 2025, worth a combined $6.5B — up 4.1% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MUSA positions and 62 closed out — a net gain of 31 holders — while 151 added to existing stakes and 207 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $185M. The largest seller was Invesco, cutting an estimated $76.9M.

  • 529 institutional investors held Murphy USA (MUSA) as of Q4 2025, up from 503 in Q3 2025.
  • Funds reported $6.5B of Murphy USA stock for Q4 2025, up 4.1% quarter-over-quarter.
  • 93 funds opened new Murphy USA positions in Q4 2025 and 62 closed out, a net change of +31 holders.
  • The largest Murphy USA buyer in Q4 2025 was Fidelity Investments, an estimated $185M added.
  • The largest Murphy USA seller in Q4 2025 was Invesco, an estimated $76.9M sold.

Based on aggregated 13F filings for Q4 2025.