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Chefs' Warehouse
CHEF

Overview Fund Activity

221 hedge funds and large institutions have $2.06B invested in Chefs' Warehouse in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+36
Holders Change %
+19.46%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
53
Increased
67
Reduced
77
Closed
15
Calls
$5.21M
Puts
$7.91M
Net Calls
-$2.7M
Net Calls Change
-$5.29M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$113M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$42.9M
3
Select Equity Group
3
Select Equity Group
New York
$24.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$145M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.9M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$58.8M
2
GF
2
Greenhouse Funds
Maryland
$87.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$76.1M
4
CM
4
Cercano Management
Washington
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
151
Occudo Quantitative Strategies
Florida
$318K +$318K +5,956 New
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$289K +$289K +5,312 New
Creative Planning
153
Creative Planning
Kansas
$285K +$285K +5,232 New
MOACM
154
Mutual of America Capital Management
New York
$279K -$5.12K -94 -2%
GCP
155
GSA Capital Partners
United Kingdom
$278K +$278K +5,096 New
A
156
AlphaQuest
New York
$274K +$274K +5,028 New
CAG
157
Crestwood Advisors Group
Massachusetts
$272K -$296K -5,427 -52%
TC
158
TownSquare Capital
Utah
$272K +$17.3K +318 +7%
DFCM
159
Dark Forest Capital Management
Puerto Rico
$259K +$259K +4,749 New
BCM
160
Bayesian Capital Management
New York
$251K +$251K +4,615 New
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$244K -$89.9K -1,650 -27%
EC
162
EntryPoint Capital
New York
$237K -$134K -2,462 -36%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$233K -$14.1K -258 -6%
TI
164
Tidal Investments
Wisconsin
$225K +$225K +4,137 New
HSBC Holdings
165
HSBC Holdings
United Kingdom
$223K +$2.76K +51 +1%
GIM
166
Granahan Investment Management
Massachusetts
$200K -$10.1M -185,609 -98%
AIP
167
Ameritas Investment Partners
Nebraska
$191K – – –
OWP
168
ORG Wealth Partners
Texas
$171K – – –
US Bancorp
169
US Bancorp
Minnesota
$126K – – –
SOW
170
State of Wyoming
Wyoming
$117K +$117K +2,157 New
KBC Group
171
KBC Group
Belgium
$114K – – –
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$108K +$708 +13 +0.7%
UFF
173
USA Financial Formulas
Michigan
$106K +$106K +1,942 New
SO
174
STRS Ohio
Ohio
$98K +$98K +1,800 New
GI
175
GAMMA Investing
California
$83.7K +$18.2K +335 +28%
5 6
7
8 9