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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
SW
326
SVB Wealth
Massachusetts
$59K +$62.6K +750 New
VSQM
327
V-Square Quantitative Management
Illinois
$55.4K
AAG
328
Armstrong Advisory Group
Massachusetts
$55K
National Bank of Canada
329
National Bank of Canada
Quebec, Canada
$55K -$10.9M -130,008 -99%
Jones Financial Companies
330
Jones Financial Companies
Missouri
$52.2K +$7.76K +93 +16%
BTI
331
Blue Trust Inc
Georgia
$48.4K +$4.17K +50 +9%
AF
332
Allworth Financial
California
$47.3K -$108K -1,288 -69%
CPBTD
333
Central Pacific Bank - Trust Division
Hawaii
$47.2K +$8.85K +106 +21%
MG
334
Mather Group
Illinois
$46.8K -$83 -1 -0.2%
SAM
335
Smartleaf Asset Management
Massachusetts
$46.4K -$8.01K -96 -14%
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$46K -$3.17K -38 -6%
CIAM
337
Caitong International Asset Management
Hong Kong
$44.3K +$47K +563 New
GWM
338
Geneos Wealth Management
Colorado
$42.1K +$33.1K +396 +283%
FFA
339
Farther Finance Advisors
California
$39.6K +$27.9K +334 +204%
FMB
340
Field & Main Bank
Kentucky
$39.3K
IRAG
341
Investment Research & Advisory Group
Georgia
$39.3K
CTC
342
Central Trust Company
Missouri
$38.5K +$33.8K +405 +476%
Optiver Holding
343
Optiver Holding
Netherlands
$36.3K +$38.6K +462 New
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$28.1K +$4.09K +49 +16%
WAM
345
Wolverine Asset Management
Illinois
$27.4K -$131K -1,564 -82%
DMBA
346
Deseret Mutual Benefit Administrators
Utah
$27.1K
TCM
347
TD Capital Management
Tennessee
$26.7K
AAP
348
Arax Advisory Partners
Colorado
$26.3K +$17.2K +206 +160%
ACA
349
Atlas Capital Advisors
Wyoming
$24.9K -$6.26K -75 -19%
MEG
350
Millstone Evans Group
Colorado
$23.7K

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.