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Performance Food Group

410 hedge funds and large institutions have $12.2B invested in Performance Food Group in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 141 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
Holders Change %
0%
% of All Funds
5.57%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
54
Increased
162
Reduced
141
Closed
45
Calls
$17M
Puts
$26.3M
Net Calls
-$9.33M
Net Calls Change
-$49.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
376
SouthState Corp
Florida
$5.19K +$5.19K +66 New
AT
377
Avalon Trust
New Mexico
$5.11K
MSWA
378
Marshall & Sterling Wealth Advisors
New York
$4.95K +$4.95K +63 New
LWMI
379
Legacy Wealth Management (Idaho)
Idaho
$4.8K
CA
380
CoreCap Advisors
Michigan
$4.56K +$786 +10 +21%
SIC
381
Salem Investment Counselors
North Carolina
$4.09K
A
382
AlphaQuest
New York
$3.93K +$3.85K +49 +4,900%
BWL
383
Bogart Wealth LLC
Virginia
$3.46K
MCM
384
MAI Capital Management
Ohio
$2.83K +$315 +4 +13%
TPCW
385
TD Private Client Wealth
New York
$2.75K -$1.1K -14 -29%
SIC
386
SJS Investment Consulting
Ohio
$2.36K +$315 +4 +15%
FPF
387
First Pacific Financial
Washington
$2.12K +$2.12K +27 New
WA
388
WPG Advisers
Maryland
$2.12K +$1.1K +14 +108%
PWMG
389
Private Wealth Management Group
New Jersey
$1.89K
RWM
390
Rialto Wealth Management
New York
$1.89K +$1.89K +24 New
PWA
391
Provenance Wealth Advisors
Florida
$1.89K
BAM
392
Bellevue Asset Management
Washington
$1.65K
GFPC
393
Global Financial Private Client
Florida
$1.49K +$865 +11 +138%
DPW
394
DiNuzzo Private Wealth
Pennsylvania
$1.1K
PWA
395
Principia Wealth Advisory
Texas
$1.02K +$703 +9 +225%
CAL
396
Capital Advisors Ltd
Ohio
$1K
CH
397
Cromwell Holdings
Wyoming
$944 +$944 +12 New
TWD
398
True Wealth Design
Ohio
$708 +$708 +9 New
HFS
399
Hughes Financial Services
Virginia
$556 +$556 +7 New
RIL
400
Rothschild Investment LLC
Illinois
$550 +$393 +5 +250%