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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
CT
376
Clearstead Trust
Maine
$5.5K +$5.84K +70 New
HI
377
Harbour Investments
Wisconsin
$5.42K +$2.42K +29 +73%
BF
378
BOK Financial
Oklahoma
$5.35K +$2.67K +32 +89%
SC
379
SouthState Corp
Florida
$5.19K +$5.51K +66 New
AT
380
Avalon Trust
New Mexico
$5.11K
MSWA
381
Marshall & Sterling Wealth Advisors
New York
$4.95K +$5.26K +63 New
LWMI
382
Legacy Wealth Management (Idaho)
Idaho
$4.8K
CA
383
CoreCap Advisors
Michigan
$4.56K +$835 +10 +21%
MWA
384
Medallion Wealth Advisors
Connecticut
$4.21K +$4.42K +53 New
SIC
385
Salem Investment Counselors
North Carolina
$4.09K
A
386
AlphaQuest
New York
$3.93K +$4.09K +49 +4,900%
BWL
387
Bogart Wealth LLC
Virginia
$3.46K
MCM
388
MAI Capital Management
Ohio
$2.83K +$334 +4 +13%
TPCW
389
TD Private Client Wealth
New York
$2.75K -$1.17K -14 -29%
SIC
390
SJS Investment Consulting
Ohio
$2.36K +$334 +4 +15%
FPF
391
First Pacific Financial
Washington
$2.12K +$2.25K +27 New
WA
392
WPG Advisers
Maryland
$2.12K +$1.17K +14 +108%
PWMG
393
Private Wealth Management Group
New Jersey
$1.89K
RWM
394
Rialto Wealth Management
New York
$1.89K +$2K +24 New
PWA
395
Provenance Wealth Advisors
Florida
$1.89K
BAM
396
Bellevue Asset Management
Washington
$1.65K
GFPC
397
Global Financial Private Client
Florida
$1.49K +$918 +11 +138%
DPW
398
DiNuzzo Private Wealth
Pennsylvania
$1.1K
PWA
399
Principia Wealth Advisory
Texas
$1.01K +$751 +9 +225%
CAL
400
Capital Advisors Ltd
Ohio
$1K

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.