Murphy USA
MUSA
495 hedge funds and large institutions have $6.67B invested in Murphy USA in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 155 increasing their positions, 174 reducing their positions, and 89 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
2.72% less ownership
Funds ownership: 85.92% → 83.2% (-2.7%)
4% less funds holding
Funds holding: 514 → 495 (-19)
11% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 174
15% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 89
17% less capital invested
Capital invested by funds: $7.99B → $6.67B (-$1.33B)
35% less call options, than puts
Call options by funds: $30.1M | Put options by funds: $46.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$320M |
| 2 |
Neuberger Berman Group
New York
|
+$80M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$67.4M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$43.3M |
| 5 |
SC
Samlyn Capital
New York
|
+$42.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$325M |
| 2 |
Holocene Advisors
New York
|
-$229M |
| 3 |
JP Morgan Chase
New York
|
-$73.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$56.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$56.1M |
MUSA Hedge Fund Activity: Q2 2025 in Review
495 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q2 2025, worth a combined $6.67B — down 17% from $7.99B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of MUSA and 76 opened new positions — a net loss of 13 holders — while 174 trimmed existing stakes and 155 added.
The largest buyer was Millennium Management, adding an estimated $320M. The largest seller was Fidelity Investments, cutting an estimated $325M.
- 495 institutional investors held Murphy USA (MUSA) as of Q2 2025, down from 514 in Q1 2025.
- Funds reported $6.67B of Murphy USA stock for Q2 2025, down 17% quarter-over-quarter.
- 76 funds opened new Murphy USA positions in Q2 2025 and 89 closed out, a net change of -13 holders.
- The largest Murphy USA buyer in Q2 2025 was Millennium Management, an estimated $320M added.
- The largest Murphy USA seller in Q2 2025 was Fidelity Investments, an estimated $325M sold.
Based on aggregated 13F filings for Q2 2025.