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Performance Food Group

449 hedge funds and large institutions have $13.9B invested in Performance Food Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 162 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

62% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $8.89M

12% more capital invested

Capital invested by funds: $12.4B → $13.9B (+$1.49B)

8% more funds holding

Funds holding: 414449 (+35)

5% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 155

0.91% more ownership

Funds ownership: 101.31%102.22% (+0.91%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
449
Holders Change
+35
Holders Change %
+8.45%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
74
Increased
162
Reduced
155
Closed
35
Calls
$14.4M
Puts
$8.89M
Net Calls
+$5.47M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
401
JFS Wealth Advisors
Pennsylvania
$9.01K +$500 +6 +6%
TWC
402
TD Waterhouse Canada
Ontario, Canada
$8.83K +$8.33K +100 New
TPWA
403
Twin Peaks Wealth Advisors
California
$8.75K +$7.41K +89 New
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.75K
FFO
405
Fortitude Family Office
Arizona
$8.66K +$1.25K +15 +18%
SA
406
Scarborough Advisors
Maryland
$7.87K +$7.5K +90 New
RF
407
Roxbury Financial
New Jersey
$7.08K
SS
408
SBI Securities
Japan
$6.74K -$250 -3 -4%
HI
409
Harbour Investments
Wisconsin
$6.21K +$167 +2 +3%
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
MWA
413
Medallion Wealth Advisors
Connecticut
$4.68K
SIC
414
Salem Investment Counselors
North Carolina
$4.55K
LWMI
415
Legacy Wealth Management (Idaho)
Idaho
$4.46K -$833 -10 -16%
BFS
416
Bare Financial Services
Pennsylvania
$4.46K +$4.25K +51 New
LIS
417
Legacy Investment Solutions
Idaho
$4.46K +$4.25K +51 New
BWL
418
Bogart Wealth LLC
Virginia
$3.85K
TPCW
419
TD Private Client Wealth
New York
$3.85K +$750 +9 +26%
MAM
420
Meeder Asset Management
Ohio
$3.59K +$3.41K +41 New
RWM
421
Rialto Wealth Management
New York
$3.24K +$1.08K +13 +54%
AGWCA
422
Annis Gardner Whiting Capital Advisors
Florida
$2.63K +$2.5K +30 New
WA
423
WPG Advisers
Maryland
$2.36K
NC
424
NewSquare Capital
Pennsylvania
$2.36K +$2.25K +27 New
PWMG
425
Private Wealth Management Group
New Jersey
$2.1K

PFGC Hedge Fund Activity: Q2 2025 in Review

449 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q2 2025, worth a combined $13.9B — up 12% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new PFGC positions and 35 closed out — a net gain of 39 holders — while 162 added to existing stakes and 155 trimmed.

The largest buyer was Millennium Management, adding an estimated $91.7M. The largest seller was JP Morgan Chase, cutting an estimated $77.9M.

  • 449 institutional investors held Performance Food Group (PFGC) as of Q2 2025, up from 414 in Q1 2025.
  • Funds reported $13.9B of Performance Food Group stock for Q2 2025, up 12% quarter-over-quarter.
  • 74 funds opened new Performance Food Group positions in Q2 2025 and 35 closed out, a net change of +39 holders.
  • The largest Performance Food Group buyer in Q2 2025 was Millennium Management, an estimated $91.7M added.
  • The largest Performance Food Group seller in Q2 2025 was JP Morgan Chase, an estimated $77.9M sold.

Based on aggregated 13F filings for Q2 2025.