Murphy USA
MUSA
542 hedge funds and large institutions have $7.71B invested in Murphy USA in 2026 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 163 increasing their positions, 191 reducing their positions, and 72 closing their positions.
31% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 72
19% more capital invested
Capital invested by funds: $6.5B → $7.71B (+$1.22B)
15% more call options, than puts
Call options by funds: $49.2M | Put options by funds: $42.9M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2% more funds holding
Funds holding: 531 → 542 (+11)
1.35% less ownership
Funds ownership: 85.92% → 84.57% (-1.4%)
15% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$191M |
| 2 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$178M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$87.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$55M |
| 5 |
Barclays
London,
United Kingdom
|
+$54.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$236M |
| 2 |
D.E. Shaw & Co
New York
|
-$91.1M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$82M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$79.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$67.1M |
MUSA Hedge Fund Activity: Q1 2026 in Review
542 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2026, worth a combined $7.71B — up 19% from $6.5B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new MUSA positions and 72 closed out — a net gain of 22 holders — while 163 added to existing stakes and 191 trimmed.
The largest buyer was Boston Partners, adding an estimated $191M. The largest seller was Millennium Management, cutting an estimated $236M.
- 542 institutional investors held Murphy USA (MUSA) as of Q1 2026, up from 531 in Q4 2025.
- Funds reported $7.71B of Murphy USA stock for Q1 2026, up 19% quarter-over-quarter.
- 94 funds opened new Murphy USA positions in Q1 2026 and 72 closed out, a net change of +22 holders.
- The largest Murphy USA buyer in Q1 2026 was Boston Partners, an estimated $191M added.
- The largest Murphy USA seller in Q1 2026 was Millennium Management, an estimated $236M sold.
Based on aggregated 13F filings for Q1 2026.