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Chefs' Warehouse

249 hedge funds and large institutions have $2.39B invested in Chefs' Warehouse in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $2.46B → $2.39B (-$71.6M)

94% less call options, than puts

Call options by funds: $202K | Put options by funds: $3.2M

Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$202K
Puts
$3.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
226
Twin Peaks Wealth Advisors
California
$2.44K
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.32K
KFAS
228
Keating Financial Advisory Services
Kansas
$1.96K
MBFW
229
Morton Brown Family Wealth
Pennsylvania
$1.9K
EC
230
Elequin Capital
New York
$1.72K
WA
231
Whipplewood Advisors
Colorado
$1.43K
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4K
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.31K
MCM
234
MAI Capital Management
Ohio
$1.31K
WA
235
WPG Advisers
Maryland
$1.19K
RFP
236
Root Financial Partners
California
$892
MAM
237
Marquette Asset Management
Minnesota
$654
AW
238
Ankerstar Wealth
Texas
$535
RF
239
Rossby Financial
Florida
$527
EP
240
Essential Partners
California
$476
CMA
241
Cedar Mountain Advisors
Oregon
$416
SS
242
Sunbelt Securities
Texas
$357
TWD
243
True Wealth Design
Ohio
$357
GWM
244
Gilpin Wealth Management
Colorado
$179
HFS
245
Hughes Financial Services
Virginia
$178
PTC
246
Private Trust Company
Ohio
$119
AWM
247
Abound Wealth Management
Tennessee
$119
ASN
248
Advisory Services Network
Georgia
$59
GF
249
Greenhouse Funds
Maryland
Point72 Asset Management
250
Point72 Asset Management
Connecticut