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Chemed
CHE

522 hedge funds and large institutions have $6.15B invested in Chemed in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 191 increasing their positions, 198 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

0.26% less ownership

Funds ownership: 94.56% → 94.3% (-0.26%)

4% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 198

3% less funds holding

Funds holding: 537 → 522 (-15)

9% less capital invested

Capital invested by funds: $6.75B → $6.15B (-$599M)

15% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 80

29% less call options, than puts

Call options by funds: $3.99M | Put options by funds: $5.61M

Holders
522
Holders Change
-15
Holders Change %
-2.79%
% of All Funds
6.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
68
Increased
191
Reduced
198
Closed
80
Calls
$3.99M
Puts
$5.61M
Net Calls
-$1.62M
Net Calls Change
+$817K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$125M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.1M
3
EIP
Epoch Investment Partners
New York
+$31.6M
4
UBS Group
UBS Group
Switzerland
+$25.9M
5
Goldman Sachs
Goldman Sachs
New York
+$25.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$46.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$42.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$39.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$29M
5
Millennium Management
Millennium Management
New York
-$25M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
476
Grey Fox Wealth Advisors
Delaware
$4.92K +$4.98K +11 New
CJ
477
Caitlin John
Michigan
$4.52K +$4.53K +10 New
PWMG
478
Private Wealth Management Group
New Jersey
$4.48K +$2.72K +6 +150%
PTC
479
Private Trust Company
Ohio
$4.48K -$453 -1 -9%
HNW
480
High Note Wealth
Minnesota
$4.48K +$4.53K +10 New
CA
481
CoreCap Advisors
Michigan
$4.03K -$906 -2 -18%
AF
482
Advisornet Financial
Minnesota
$4.03K – – –
AssetMark Inc
483
AssetMark Inc
California
$3.58K -$6.79K -15 -65%
SWM
484
Spire Wealth Management
Virginia
$3.58K +$453 +1 +14%
TWD
485
True Wealth Design
Ohio
$3.13K +$1.81K +4 +133%
BFS
486
Bare Financial Services
Pennsylvania
$3.13K +$1.36K +3 +75%
CT
487
Colonial Trust
South Carolina
$2.78K – – –
Jones Financial Companies
488
Jones Financial Companies
Missouri
$2.77K – – –
WWM
489
Wolff Wiese Magana
California
$2.69K – – –
VCM
490
Versant Capital Management
Arizona
$2.69K -$34.9K -77 -93%
SA
491
Scarborough Advisors
Maryland
$2.69K – – –
CTB
492
Country Trust Bank
Illinois
$2.69K +$2.72K +6 New
FMP
493
Financial Management Professionals
Texas
$2.24K – – –
RTL
494
Red Tortoise LLC
Georgia
$2.24K – – –
T. Rowe Price Investment Management
495
T. Rowe Price Investment Management
Maryland
$2K +$1.81K +4 New
DPW
496
DiNuzzo Private Wealth
Pennsylvania
$1.83K +$1.81K +4 New
VWA
497
Valued Wealth Advisors
Utah
$1.8K – – –
LFG
498
Larson Financial Group
Missouri
$1.79K -$37.6K -83 -95%
W
499
WealthCollab
Washington
$1.79K – – –
MCM
500
Manchester Capital Management
Vermont
$1.79K +$1.36K +3 +300%
18 19
20
21 22

CHE Hedge Fund Activity: Q3 2025 in Review

522 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2025, worth a combined $6.15B — down 8.9% from $6.75B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of CHE and 68 opened new positions — a net loss of 12 holders — while 198 trimmed existing stakes and 191 added.

The largest buyer was JP Morgan Chase, adding an estimated $125M. The largest seller was Fidelity Investments, cutting an estimated $46.6M.

  • 522 institutional investors held Chemed (CHE) as of Q3 2025, down from 537 in Q2 2025.
  • Funds reported $6.15B of Chemed stock for Q3 2025, down 8.9% quarter-over-quarter.
  • 68 funds opened new Chemed positions in Q3 2025 and 80 closed out, a net change of -12 holders.
  • The largest Chemed buyer in Q3 2025 was JP Morgan Chase, an estimated $125M added.
  • The largest Chemed seller in Q3 2025 was Fidelity Investments, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2025.