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1,560 hedge funds and large institutions have $31.2B invested in Sysco in 2025 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 503 increasing their positions, 628 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $316M | Put options by funds: $94.8M

31% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 137

1.04% more ownership

Funds ownership: 87.39%88.43% (+1%)

1% more funds holding

Funds holding: 1,5511,560 (+9)

9% less capital invested

Capital invested by funds: $34.4B → $31.2B (-$3.17B)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

20% less repeat investments, than reductions

Existing positions increased: 503 | Existing positions reduced: 628

Holders
1,560
Holders Change
+9
Holders Change %
+0.58%
% of All Funds
18.97%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
180
Increased
503
Reduced
628
Closed
137
Calls
$316M
Puts
$94.8M
Net Calls
+$221M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1051
Valeo Financial Advisors
Indiana
$332K -$366K -4,816 -52%
CAG
1052
Csenge Advisory Group
Florida
$332K +$39.2K +515 +13%
AIM
1053
Athena Investment Management
California
$330K
OCBCO
1054
Oversea-Chinese Banking Corp (OCBC)
Singapore
$329K +$340K +4,468 New
FCM
1055
Family Capital Management
Michigan
$325K +$50.8K +668 +18%
ZBNA
1056
Zions Bancorporation, National Association
Utah
$325K +$181K +2,377 +117%
IA
1057
IFG Advisory
Georgia
$324K -$11.2K -147 -3%
NAM
1058
NorthCrest Asset Manangement
Minnesota
$323K +$68.4K +899 +25%
BIG
1059
Brooklyn Investment Group
New York
$322K +$116K +1,523 +54%
AW
1060
Avion Wealth
Texas
$322K -$3.19K -42 -1%
MC
1061
Machina Capital
France
$320K +$331K +4,346 New
QWM
1062
Quadcap Wealth Management
Texas
$320K +$6.47K +85 +2%
SPFA
1063
Summit Place Financial Advisors
New Jersey
$317K -$304 -4 -0.1%
CPIA
1064
Cornell Pochily Investment Advisors
New York
$316K +$38.3K +504 +13%
HWMG
1065
Hurlow Wealth Management Group
Indiana
$316K -$28.8K -379 -8%
LA
1066
Lifeworks Advisors
Michigan
$316K +$33.6K +442 +11%
CIA
1067
Caerus Investment Advisors
Texas
$316K +$326K +4,286 New
SFWC
1068
Strategic Family Wealth Counselors
New Jersey
$314K -$77.1K -1,013 -20%
CST
1069
Charles Schwab Trust
Nevada
$313K +$3.8K +50 +1%
NWM
1070
Northcape Wealth Management
New York
$310K
LFAS
1071
Level Four Advisory Services
Texas
$309K -$229K -3,005 -42%
BCV
1072
Banque Cantonale Vaudoise
Switzerland
$309K -$199K -2,619 -38%
LWL
1073
Leo Wealth LLC
Texas
$308K +$318K +4,185 New
CRC
1074
Curi RMB Capital
Illinois
$306K +$316K +4,158 New
IWA
1075
Invera Wealth Advisors
Oregon
$306K +$316K +4,152 New