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OFRM

Once Upon a Farm PBC
OFRM

93 hedge funds and large institutions have $278M invested in Once Upon a Farm PBC in 2026 Q1 according to their latest regulatory filings, with 93 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

40.6% more ownership

Funds ownership: 0% → 40.6% (+41%)

30% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $1.19M

Holders
93
Holders Change
+93
Holders Change %
–
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
93
Increased
–
Reduced
–
Closed
–
Calls
$1.54M
Puts
$1.19M
Net Calls
+$356K
Net Calls Change
+$356K

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$41.6M
2
BAMCO Inc
BAMCO Inc
New York
+$36M
3
Millennium Management
Millennium Management
New York
+$26.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$26.3M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$10.1K +$12.7K +617 New
NSIM
77
North Star Investment Management
Illinois
$8.18K +$10.3K +500 New
CW
78
Curio Wealth
Maryland
$7.88K +$9.92K +482 New
IA
79
IFP Advisors
Florida
$7.68K +$9.67K +470 New
AF
80
Allworth Financial
California
$7.59K +$9.55K +464 New
CIAM
81
Caitong International Asset Management
Hong Kong
$5.72K +$7.2K +350 New
MA
82
MCF Advisors
Kentucky
$5.05K +$6.36K +309 New
BWL
83
Bogart Wealth LLC
Virginia
$4.09K +$5.14K +250 New
RIL
84
Rothschild Investment LLC
Illinois
$3.27K +$4.12K +200 New
Barclays
85
Barclays
United Kingdom
$3.09K +$3.89K +189 New
B
86
Birchbrook
Maine
$2.71K +$3.42K +166 New
SA
87
Scarborough Advisors
Maryland
$2.53K +$3.19K +155 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$1.64K +$2.06K +100 New
MCM
89
MAI Capital Management
Ohio
$1.64K +$2.06K +100 New
HCM
90
Hollencrest Capital Management
California
$1.46K +$1.83K +89 New
VR
91
Vision Retirement
New Jersey
$1.37K +$1.73K +84 New
RIAS
92
Rachor Investment Advisory Services
Michigan
$164 +$206 +10 New
AW
93
Ankerstar Wealth
Texas
$65 +$82 +4 New
1 2 3
4

OFRM Hedge Fund Activity: Q1 2026 in Review

93 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Once Upon a Farm PBC (OFRM) for Q1 2026, worth a combined $278M.

Buyers outnumbered sellers: 93 funds opened new OFRM positions and 0 closed out — a net gain of 93 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $41.6M.

  • 93 institutional investors held Once Upon a Farm PBC (OFRM) as of Q1 2026, up from 0 in Q4 2025.
  • Funds reported $278M of Once Upon a Farm PBC stock for Q1 2026.
  • 93 funds opened new Once Upon a Farm PBC positions in Q1 2026 and 0 closed out, a net change of +93 holders.
  • The largest Once Upon a Farm PBC buyer in Q1 2026 was Westwood Holdings Group, an estimated $41.6M added.

Based on aggregated 13F filings for Q1 2026.