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Performance Food Group

414 hedge funds and large institutions have $12.4B invested in Performance Food Group in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 164 increasing their positions, 143 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

15% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 143

2.96% more ownership

Funds ownership: 98.35%101.31% (+3%)

1% more funds holding

Funds holding: 411414 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $13B → $12.4B (-$527M)

35% less call options, than puts

Call options by funds: $17M | Put options by funds: $26.3M

Holders
414
Holders Change
+3
Holders Change %
+0.73%
% of All Funds
5.55%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
54
Increased
164
Reduced
143
Closed
45
Calls
$17M
Puts
$26.3M
Net Calls
-$9.33M
Net Calls Change
-$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$183K +$15.4K +185 +9%
Group One Trading
302
Group One Trading
Illinois
$181K +$175K +2,101 +1,051%
HFM
303
Harvest Fund Management
China
$180K
PCM
304
Palouse Capital Management
Washington
$179K -$167 -2 -0.1%
GI
305
GAMMA Investing
California
$158K +$26.9K +322 +19%
AT
306
Arlington Trust
Alabama
$156K
Osaic Holdings
307
Osaic Holdings
Arizona
$147K -$62.6K -750 -29%
BIG
308
Brooklyn Investment Group
New York
$142K +$145K +1,740 +2,677%
PAS
309
Point72 Asia (Singapore)
Singapore
$125K +$133K +1,591 New
Nisa Investment Advisors
310
Nisa Investment Advisors
Missouri
$119K
PS
311
Principal Securities
Iowa
$111K
AI
312
AdvisorShares Investments
Maryland
$102K -$50.1K -600 -32%
UB
313
UMB Bank
Missouri
$91.9K +$33.6K +403 +53%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$90K +$19.8K +237 +26%
PA
315
Parallel Advisors
California
$87.5K +$5.76K +69 +7%
SVWA
316
Sarver Vrooman Wealth Advisors
Missouri
$82.6K +$87.6K +1,050 New
VCM
317
Versant Capital Management
Arizona
$80.8K +$85.5K +1,024 +34,133%
SPIA
318
Steward Partners Investment Advisory
New York
$80.6K +$66.8K +800 +356%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$74.1K +$1.5K +18 +2%
Walleye Capital
320
Walleye Capital
New York
$71.5K -$6.82M -81,744 -99%
Bessemer Group
321
Bessemer Group
New Jersey
$71K +$3.42K +41 +5%
C
322
Covestor
United Kingdom
$70K -$31.1K -373 -29%
S
323
SignatureFD
Georgia
$65.3K +$26.2K +314 +61%
JSAM
324
J. Safra Asset Management
New York
$64.6K +$3.5K +42 +5%
LC
325
Lindbrook Capital
California
$59.9K +$33.1K +396 +108%

PFGC Hedge Fund Activity: Q1 2025 in Review

414 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2025, worth a combined $12.4B — down 4.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PFGC positions and 45 closed out — a net gain of 9 holders — while 164 added to existing stakes and 143 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $194M. The largest seller was Millennium Management, cutting an estimated $178M.

  • 414 institutional investors held Performance Food Group (PFGC) as of Q1 2025, up from 411 in Q4 2024.
  • Funds reported $12.4B of Performance Food Group stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 54 funds opened new Performance Food Group positions in Q1 2025 and 45 closed out, a net change of +9 holders.
  • The largest Performance Food Group buyer in Q1 2025 was Victory Capital Management, an estimated $194M added.
  • The largest Performance Food Group seller in Q1 2025 was Millennium Management, an estimated $178M sold.

Based on aggregated 13F filings for Q1 2025.