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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
SOW
176
State of Wyoming
Wyoming
$194K +$208K +3,256 New
OWP
177
ORG Wealth Partners
Texas
$185K
AIP
178
Ameritas Investment Partners
Nebraska
$181K
Franklin Resources
179
Franklin Resources
California
$170K -$50.4K -788 -22%
HFM
180
Harvest Fund Management
China
$168K -$2.62K -41 -1%
GI
181
GAMMA Investing
California
$147K +$10.7K +168 +7%
PWPS
182
Pinnacle Wealth Planning Services
Ohio
$129K +$1.85K +29 +1%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$128K -$448 -7 -0.3%
KAS
184
Kemnay Advisory Services
New York
$122K +$66.7K +1,042 +103%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$121K +$119K +1,855 +1,008%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$118K -$9.53K -149 -7%
US Bancorp
187
US Bancorp
Minnesota
$112K -$31.4K -490 -21%
Osaic Holdings
188
Osaic Holdings
Arizona
$92.3K +$3.07K +48 +3%
FGP
189
Freestone Grove Partners
California
$86.9K +$93.5K +1,461 New
KBC Group
190
KBC Group
Belgium
$85K
PA
191
Parallel Advisors
California
$55.1K +$29.4K +460 +99%
C
192
Covestor
United Kingdom
$55K -$107K -1,668 -64%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$47K +$28.3K +442 +127%
CIAM
194
Caitong International Asset Management
Hong Kong
$43.3K +$30.6K +478 +191%
HFS
195
Hantz Financial Services
Michigan
$43K +$16.7K +261 +57%
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$39.3K +$11.3K +177 +37%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$38.4K +$320 +5 +0.8%
S
198
SignatureFD
Georgia
$34K +$1.28K +20 +4%
CFFP
199
Center for Financial Planning
Michigan
$32.7K
CA
200
CoreCap Advisors
Michigan
$28.5K