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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
CH
401
Cromwell Holdings
Wyoming
$944 +$1K +12 New
TWD
402
True Wealth Design
Ohio
$708 +$751 +9 New
HFS
403
Hughes Financial Services
Virginia
$556 +$584 +7 New
RIL
404
Rothschild Investment LLC
Illinois
$550 +$417 +5 +250%
WCM
405
WealthTrak Capital Management
Virginia
$394
GC
406
Garde Capital
Washington
$394 +$417 +5 New
BGAI
407
Bruce G. Allen Investments
Colorado
$315
HHGA
408
Halbert Hargrove Global Advisors
California
$315 +$334 +4 New
BHWM
409
Bay Harbor Wealth Management
Maryland
$314 +$334 +4 New
CA
410
Clearstead Advisors
Ohio
$236 -$10.8K -129 -98%
HIA
411
HFM Investment Advisors
New Jersey
$236 +$250 +3 New
HNW
412
High Note Wealth
Minnesota
$157
AWM
413
Activest Wealth Management
Florida
$157 +$167 +2 New
Amundi
414
Amundi
France
$76 -$60.4K -724 -100%
QC
415
Quent Capital
New York
$4
SGAM
416
Smith Group Asset Management
Texas
-$21M -248,134 Closed
Bank of Nova Scotia
417
Bank of Nova Scotia
Ontario, Canada
-$9.46M -111,855 Closed
Jane Street
418
Jane Street
New York
-$4.19M -50,227 Closed
LIP
419
Lighthouse Investment Partners
Florida
-$4.06M -48,000 Closed
BEI
420
Benjamin Edwards Inc
Missouri
-$3.58M -42,321 Closed
SC
421
Shellback Capital
Massachusetts
-$3.38M -40,000 Closed
CIC
422
Chase Investment Counsel
Virginia
-$3.31M -39,142 Closed
AI
423
Atom Investors
Texas
-$3.04M -35,988 Closed
LIP
424
Liontrust Investment Partners
United Kingdom
-$2.25M -26,570 Closed
SGI
425
Summit Global Investments
Utah
-$1.99M -23,486 Closed

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.