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553 hedge funds and large institutions have $8.5B invested in Chemed in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 184 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

57% more call options, than puts

Call options by funds: $8.12M | Put options by funds: $5.16M

16% more capital invested

Capital invested by funds: $7.35B → $8.5B (+$1.14B)

5% more funds holding

Funds holding: 528553 (+25)

1.67% more ownership

Funds ownership: 92.67%94.35% (+1.7%)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 198

Holders
553
Holders Change
+25
Holders Change %
+4.73%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
86
Increased
184
Reduced
198
Closed
53
Calls
$8.12M
Puts
$5.16M
Net Calls
+$2.96M
Net Calls Change
-$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
MBE Wealth Management
Wisconsin
$334K +$309K +543 New
NWAG
377
Net Worth Advisory Group
Utah
$333K +$47.2K +83 +18%
BAM
378
Blueshift Asset Management
New Jersey
$332K -$188K -330 -38%
KWM
379
KFG Wealth Management
Indiana
$323K +$13.1K +23 +5%
ISWM
380
Independent Solutions Wealth Management
New York
$319K
APP
381
Avantax Planning Partners
Iowa
$315K +$568 +1 +0.2%
QEI
382
QSV Equity Investors
Illinois
$313K -$1.71K -3 -0.6%
HFO
383
Heritage Family Offices
Arizona
$311K
SCA
384
Stonebridge Capital Advisors
Minnesota
$310K
EWA
385
EverSource Wealth Advisors
Alabama
$309K +$2.84K +5 +1%
SOS
386
Silver Oak Securities
Tennessee
$309K +$290K +510 New
AO
387
Advisor OS
Illinois
$309K -$22.7K -40 -7%
MA
388
MCF Advisors
Kentucky
$308K
KW
389
Keyvantage Wealth
Pennsylvania
$307K
STA
390
Summit Trail Advisors
New York
$302K +$279K +491 New
EA
391
Everpar Advisors
Oklahoma
$298K +$22.7K +40 +9%
CAM
392
Cresset Asset Management
Illinois
$296K +$18.8K +33 +7%
ACM
393
Aster Capital Management
United Arab Emirates
$296K +$140K +247 +101%
WTC
394
WhitTier Trust Company
Nevada
$295K
VWM
395
Venturi Wealth Management
Texas
$295K -$169K -297 -38%
ASN
396
Advisory Services Network
Georgia
$294K -$2.27K -4 -0.8%
CIP
397
Cornerstone Investment Partners
Georgia
$294K +$4.55K +8 +2%
Walleye Capital
398
Walleye Capital
New York
$289K +$267K +469 New
1C
399
111 Capital
France
$288K +$266K +468 New
CIBC Asset Management
400
CIBC Asset Management
Ontario, Canada
$287K +$5.68K +10 +2%

CHE Hedge Fund Activity: Q1 2025 in Review

553 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2025, worth a combined $8.5B — up 16% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CHE positions and 53 closed out — a net gain of 33 holders — while 184 added to existing stakes and 198 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $52.8M. The largest seller was Freestone Grove Partners, exiting entirely with an estimated $61.7M sold.

  • 553 institutional investors held Chemed (CHE) as of Q1 2025, up from 528 in Q4 2024.
  • Funds reported $8.5B of Chemed stock for Q1 2025, up 16% quarter-over-quarter.
  • 86 funds opened new Chemed positions in Q1 2025 and 53 closed out, a net change of +33 holders.
  • The largest Chemed buyer in Q1 2025 was Fuller & Thaler Asset Management, an estimated $52.8M added.
  • The largest Chemed seller in Q1 2025 was Freestone Grove Partners, an estimated $61.7M sold.

Based on aggregated 13F filings for Q1 2025.