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Chefs' Warehouse

221 hedge funds and large institutions have $2.06B invested in Chefs' Warehouse in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 15

19% more funds holding

Funds holding: 185221 (+36)

11% more capital invested

Capital invested by funds: $1.85B → $2.06B (+$210M)

2.5% less ownership

Funds ownership: 94.74%92.23% (-2.5%)

12% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 77

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

34% less call options, than puts

Call options by funds: $5.21M | Put options by funds: $7.91M

Holders
221
Holders Change
+36
Holders Change %
+19.46%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
68
Reduced
77
Closed
15
Calls
$5.21M
Puts
$7.91M
Net Calls
-$2.7M
Net Calls Change
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
201
Bessemer Group
New Jersey
$6K +$3.46K +62 +138%
Optiver Holding
202
Optiver Holding
Netherlands
$5.94K +$6.08K +109 New
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.45K
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$4.58K +$780 +14 +20%
LC
205
Lindbrook Capital
California
$4.36K
EWA
206
EverSource Wealth Advisors
Alabama
$4.36K +$1.62K +29 +57%
RIL
207
Rothschild Investment LLC
Illinois
$3.54K +$1.11K +20 +44%
PD
208
Point72 (DIFC)
United Arab Emirates
$3.4K +$3.46K +62 New
C
209
Covestor
United Kingdom
$3K -$1.45K -26 -35%
LFG
210
Larson Financial Group
Missouri
$2.07K +$1.84K +33 +660%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$2.02K +$1K +18 +95%
MBFW
212
Morton Brown Family Wealth
Pennsylvania
$1.74K
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$1.42K
WA
214
Whipplewood Advisors
Colorado
$1.31K +$223 +4 +17%
HCP
215
Hexagon Capital Partners
Arkansas
$1.25K +$1.28K +23 New
FFA
216
Farther Finance Advisors
California
$1.05K +$948 +17 +850%
WA
217
WPG Advisers
Maryland
$980 +$502 +9 +100%
GWM
218
Geneos Wealth Management
Colorado
$762
SC
219
Stephens Consulting
Michigan
$545 +$557 +10 New
TWD
220
True Wealth Design
Ohio
$327 +$334 +6 New
IA
221
IFP Advisors
Florida
$163
AWM
222
Abound Wealth Management
Tennessee
$109 -$167 -3 -60%
CM
223
Cercano Management
Washington
-$18.5M -374,708 Closed
FCM
224
Frontier Capital Management
Massachusetts
-$12M -243,970 Closed
PCC
225
Perry Creek Capital
New York
-$3.51M -71,100 Closed

CHEF Hedge Fund Activity: Q1 2025 in Review

221 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q1 2025, worth a combined $2.06B — up 11% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CHEF positions and 15 closed out — a net gain of 37 holders — while 68 added to existing stakes and 77 trimmed.

The largest buyer was Ameriprise, adding an estimated $92M. The largest seller was AllianceBernstein, cutting an estimated $51.9M.

  • 221 institutional investors held Chefs' Warehouse (CHEF) as of Q1 2025, up from 185 in Q4 2024.
  • Funds reported $2.06B of Chefs' Warehouse stock for Q1 2025, up 11% quarter-over-quarter.
  • 52 funds opened new Chefs' Warehouse positions in Q1 2025 and 15 closed out, a net change of +37 holders.
  • The largest Chefs' Warehouse buyer in Q1 2025 was Ameriprise, an estimated $92M added.
  • The largest Chefs' Warehouse seller in Q1 2025 was AllianceBernstein, an estimated $51.9M sold.

Based on aggregated 13F filings for Q1 2025.