Chefs' Warehouse
CHEF
286 hedge funds and large institutions have $3.8B invested in Chefs' Warehouse in 2026 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 28 closing their positions.
150% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 28
120% more call options, than puts
Call options by funds: $3.58M | Put options by funds: $1.62M
59% more capital invested
Capital invested by funds: $2.39B → $3.8B (+$1.42B)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more funds holding
Funds holding: 249 → 286 (+37)
11% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 90
0.33% less ownership
Funds ownership: 98.42% → 98.09% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$31.2M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$28.9M |
| 3 |
D.E. Shaw & Co
New York
|
+$27.8M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$26.9M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$75.8M |
| 2 |
NAMI
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
-$30.2M |
| 3 |
Morgan Stanley
New York
|
-$30.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$27.6M |
| 5 |
JP Morgan Chase
New York
|
-$25.2M |
CHEF Hedge Fund Activity: Q2 2026 in Review
286 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q2 2026, worth a combined $3.8B — up 59% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new CHEF positions and 28 closed out — a net gain of 42 holders — while 100 added to existing stakes and 90 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $31.2M. The largest seller was Wellington Management Group, cutting an estimated $75.8M.
- 286 institutional investors held Chefs' Warehouse (CHEF) as of Q2 2026, up from 249 in Q1 2026.
- Funds reported $3.8B of Chefs' Warehouse stock for Q2 2026, up 59% quarter-over-quarter.
- 70 funds opened new Chefs' Warehouse positions in Q2 2026 and 28 closed out, a net change of +42 holders.
- The largest Chefs' Warehouse buyer in Q2 2026 was VOYA Investment Management, an estimated $31.2M added.
- The largest Chefs' Warehouse seller in Q2 2026 was Wellington Management Group, an estimated $75.8M sold.
Based on aggregated 13F filings for Q2 2026.