CHEF icon

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 %
Bessemer Group
201
Bessemer Group
New Jersey
$6K +$3.48K +62 +138%
Optiver Holding
202
Optiver Holding
Netherlands
$5.94K +$5.94K +109 New
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.45K – – –
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$4.58K +$763 +14 +20%
LC
205
Lindbrook Capital
California
$4.36K – – –
EWA
206
EverSource Wealth Advisors
Alabama
$4.36K +$1.58K +29 +57%
RIL
207
Rothschild Investment LLC
Illinois
$3.54K +$1.09K +20 +44%
PD
208
Point72 (DIFC)
United Arab Emirates
$3.4K +$3.4K +62 New
C
209
Covestor
United Kingdom
$3K -$1.63K -26 -35%
LFG
210
Larson Financial Group
Missouri
$2.07K +$1.8K +33 +660%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$2.02K +$981 +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 +$187 +4 +17%
HCP
215
Hexagon Capital Partners
Arkansas
$1.25K +$1.25K +23 New
FFA
216
Farther Finance Advisors
California
$1.05K +$938 +17 +850%
WA
217
WPG Advisers
Maryland
$980 +$490 +9 +100%
GWM
218
Geneos Wealth Management
Colorado
$762 – – –
SC
219
Stephens Consulting
Michigan
$545 +$545 +10 New
TWD
220
True Wealth Design
Ohio
$327 +$327 +6 New
IA
221
IFP Advisors
Florida
$163 -$148 – –
AWM
222
Abound Wealth Management
Tennessee
$109 -$164 -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
6 7 8
9
10