1,486 hedge funds and large institutions have $31.8B invested in Sysco in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 518 increasing their positions, 585 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,486
Holders Change
-18
Holders Change %
-1.2%
% of All Funds
19.91%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
126
Increased
518
Reduced
585
Closed
114
Calls
$299M
Puts
$71.8M
Net Calls
+$227M
Net Calls Change
+$91.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
1026
Clearstead Trust
Maine
$324K +$14.1K +186 +5%
CFP
1027
Catalyst Financial Partners
Massachusetts
$323K -$12.8K -169 -4%
QWM
1028
Quadcap Wealth Management
Texas
$322K +$322K +4,251 New
FHA
1029
Flagship Harbor Advisors
Massachusetts
$321K -$3.26K -43 -1%
NWM
1030
Northcape Wealth Management
New York
$319K -$4.09K -54 -1%
CST
1031
Charles Schwab Trust
Nevada
$318K
HIC
1032
Holderness Investments Company
North Carolina
$317K
OWA
1033
One Wealth Advisors
California
$316K -$39.8K -525 -11%
BHIA
1034
Birch Hill Investment Advisors
Massachusetts
$316K -$6.06K -80 -2%
TCOT
1035
Trust Company of Toledo
Ohio
$310K
HSWM
1036
Hubbell Strickland Wealth Management
Louisiana
$309K -$12.5K -165 -4%
RFS
1037
Retirement Financial Solutions
Tennessee
$308K
MMHP
1038
Murphy Middleton Hinkle & Parker
Georgia
$308K
FRA
1039
Frank Rimerman Advisors
California
$305K +$305K +4,032 New
GIA
1040
Gladstone Institutional Advisory
Florida
$305K -$7.04K -93 -2%
TT
1041
TI-Trust
Illinois
$304K
PAI
1042
Pittenger & Anderson Inc
Nebraska
$303K
BWA
1043
BlueChip Wealth Advisors
Georgia
$303K
BCFD
1044
Boit C.F. David
$303K
GAG
1045
GM Advisory Group
New York
$303K
RCM
1046
Raleigh Capital Management
North Carolina
$300K -$13K -172 -4%
IIA
1047
ICW Investment Advisors
Arizona
$299K +$606 +8 +0.2%
SW
1048
SVB Wealth
Massachusetts
$298K +$298K +3,941 New
TIM
1049
Thompson Investment Management
Wisconsin
$298K
CIA
1050
Compass Ion Advisors
Pennsylvania
$298K -$30.3K -400 -9%