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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 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

29% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 75

2% more funds holding

Funds holding: 244249 (+5)

1.44% more ownership

Funds ownership: 96.99%98.42% (+1.4%)

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
+5
Holders Change %
+2.05%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
97
Reduced
75
Closed
30
Calls
$202K
Puts
$3.2M
Net Calls
-$3M
Net Calls Change
-$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
226
Twin Peaks Wealth Advisors
California
$2.44K +$2.62K +41 New
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.32K
KFAS
228
Keating Financial Advisory Services
Kansas
$1.96K +$2.11K +33 New
MBFW
229
Morton Brown Family Wealth
Pennsylvania
$1.9K
EC
230
Elequin Capital
New York
$1.72K -$4.61K -72 -71%
WA
231
Whipplewood Advisors
Colorado
$1.43K +$1.54K +24 New
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4K +$1.54K +24 New
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.31K
MCM
234
MAI Capital Management
Ohio
$1.31K +$1.41K +22 New
WA
235
WPG Advisers
Maryland
$1.19K -$64 -1 -5%
RFP
236
Root Financial Partners
California
$892 +$960 +15 New
MAM
237
Marquette Asset Management
Minnesota
$654
AW
238
Ankerstar Wealth
Texas
$535
RF
239
Rossby Financial
Florida
$527 +$576 +9 New
EP
240
Essential Partners
California
$476 -$256 -4 -33%
CMA
241
Cedar Mountain Advisors
Oregon
$416 +$448 +7 New
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 +$64 +1 +50%
AWM
246
Abound Wealth Management
Tennessee
$119
PTC
247
Private Trust Company
Ohio
$119
ASN
248
Advisory Services Network
Georgia
$59 +$64 +1 New
GF
249
Greenhouse Funds
Maryland
-$14.7M -236,270 Closed
Point72 Asset Management
250
Point72 Asset Management
Connecticut
-$9.78M -156,961 Closed