We are live on ! Find out more

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
RA
501
Rise Advisors
New York
$18.5K -$5.68K -10 -25%
BIG
502
Brooklyn Investment Group
New York
$18.5K +$9.66K +17 +131%
HNB
503
Huntington National Bank
Ohio
$17.9K +$5.12K +9 +43%
CTA
504
Colonial Trust Advisors
South Carolina
$17.2K
NEWAS
505
N.E.W. Advisory Services
Wisconsin
$17.2K +$15.9K +28 New
FDCP
506
Foster Dykema Cabot & Partners
Massachusetts
$16.6K +$15.3K +27 New
SNB
507
Security National Bank
Nebraska
$15.4K
QC
508
Quent Capital
New York
$12.9K -$568 -1 -5%
GFPC
509
Global Financial Private Client
Florida
$12.3K +$1.71K +3 +18%
AssetMark Inc
510
AssetMark Inc
California
$11.1K +$2.27K +4 +29%
WSFS
511
Wilmington Savings Fund Society
Delaware
$10.5K -$2.27K -4 -19%
HI
512
Harbour Investments
Wisconsin
$10.5K
FDW
513
Fourth Dimension Wealth
Ohio
$8K
CPG
514
Cornerstone Planning Group
New Jersey
$7.03K +$5.68K +10 +500%
PTC
515
Private Trust Company
Ohio
$6.77K -$1.71K -3 -21%
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$6.77K +$2.84K +5 +83%
JWA
517
JFS Wealth Advisors
Pennsylvania
$6.15K
KWM
518
Kiker Wealth Management
Georgia
$6.15K +$5.68K +10 New
AF
519
Advisornet Financial
Minnesota
$5.54K
CTC
520
Central Trust Company
Missouri
$4.92K
SWM
521
Spire Wealth Management
Virginia
$4.58K -$2.27K -4 -36%
MCM
522
MV Capital Management
Maryland
$4.31K +$2.27K +4 +133%
CA
523
CoreCap Advisors
Michigan
$4.31K -$568 -1 -13%
ETS
524
ESL Trust Services
New York
$3.69K
WWM
525
Wolff Wiese Magana
California
$3.69K +$3.41K +6 New

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.