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1,551 hedge funds and large institutions have $34.4B invested in Sysco in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 514 increasing their positions, 621 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $280M | Put options by funds: $102M

69% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 85

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

7% more capital invested

Capital invested by funds: $32.2B → $34.4B (+$2.17B)

3% more funds holding

Funds holding: 1,5081,551 (+43)

0.22% less ownership

Funds ownership: 87.61%87.39% (-0.22%)

17% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 621

Holders
1,551
Holders Change
+43
Holders Change %
+2.85%
% of All Funds
20.36%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
514
Reduced
621
Closed
85
Calls
$280M
Puts
$102M
Net Calls
+$178M
Net Calls Change
-$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1151
HeadInvest LLC
Maine
$265K -$25.5K -319 -9%
PWA
1152
Phoenix Wealth Advisors
North Carolina
$264K -$5.44K -68 -2%
AAM
1153
Aureus Asset Management
Massachusetts
$263K
SAG
1154
SageView Advisory Group
California
$263K +$256K +3,196 New
BWAM
1155
Boyd Watterson Asset Management
Ohio
$262K -$4.72K -59 -2%
GB
1156
Goepper Burkhardt
South Carolina
$262K
MGIA
1157
Moneta Group Investment Advisors
Missouri
$261K +$40.1K +502 +19%
RA
1158
Ransom Advisory
Rhode Island
$260K -$16.3K -204 -6%
MIM
1159
Morningstar Investment Management
Illinois
$260K +$38.2K +478 +18%
BRWA
1160
B. Riley Wealth Advisors
Florida
$260K -$207K -2,594 -45%
SIG
1161
Stonegate Investment Group
Alabama
$259K
CPSC
1162
Carl P. Sherr & Co
Massachusetts
$258K -$37.7K -471 -13%
PFM
1163
Patton Fund Management
Texas
$256K
HCM
1164
Howard Capital Management
Georgia
$255K +$7.68K +96 +3%
SAA
1165
Southeast Asset Advisors
Georgia
$255K -$10.4K -130 -4%
TCWA
1166
Turtle Creek Wealth Advisors
Texas
$255K +$248K +3,100 New
LC
1167
Lincoln Capital
Nebraska
$255K +$4.56K +57 +2%
OWA
1168
Octavia Wealth Advisors
Ohio
$254K +$247K +3,090 New
AFP
1169
Ausdal Financial Partners
Iowa
$254K +$247K +3,084 New
SHFA
1170
SC&H Financial Advisors
Maryland
$254K
OHWA
1171
Oak Hill Wealth Advisors
Virginia
$253K
MBTD
1172
Mechanics Bank - Trust Department
California
$251K -$41.2K -515 -14%
CCFCSB
1173
Cape Cod Five Cents Savings Bank
Massachusetts
$251K
1WM
1174
1858 Wealth Management
Ohio
$250K -$16.6K -208 -6%
AWA
1175
Arete Wealth Advisors
Illinois
$250K -$2.56K -32 -1%