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Performance Food Group

448 hedge funds and large institutions have $13.9B invested in Performance Food Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 153 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.61% more ownership

Funds ownership: 99.57%102.19% (+2.6%)

7% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 153

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
448
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$8.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
401
JFS Wealth Advisors
Pennsylvania
$9.01K
TWC
402
TD Waterhouse Canada
Ontario, Canada
$8.83K
TPWA
403
Twin Peaks Wealth Advisors
California
$8.75K
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.75K
FFO
405
Fortitude Family Office
Arizona
$8.66K
SA
406
Scarborough Advisors
Maryland
$7.87K
RF
407
Roxbury Financial
New Jersey
$7.08K
SS
408
SBI Securities
Japan
$6.74K
HI
409
Harbour Investments
Wisconsin
$6.21K
BF
410
BOK Financial
Oklahoma
$5.95K
AT
411
Avalon Trust
New Mexico
$5.69K
MSWA
412
Marshall & Sterling Wealth Advisors
New York
$5.51K
SIC
413
Salem Investment Counselors
North Carolina
$4.55K
LWMI
414
Legacy Wealth Management (Idaho)
Idaho
$4.46K
BFS
415
Bare Financial Services
Pennsylvania
$4.46K
LIS
416
Legacy Investment Solutions
Idaho
$4.46K
BWL
417
Bogart Wealth LLC
Virginia
$3.85K
TPCW
418
TD Private Client Wealth
New York
$3.85K
MAM
419
Meeder Asset Management
Ohio
$3.59K
RWM
420
Rialto Wealth Management
New York
$3.24K
AGWCA
421
Annis Gardner Whiting Capital Advisors
Florida
$2.63K
WA
422
WPG Advisers
Maryland
$2.36K
NC
423
NewSquare Capital
Pennsylvania
$2.36K
PWMG
424
Private Wealth Management Group
New Jersey
$2.1K
CH
425
Cromwell Holdings
Wyoming
$2.1K