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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
Capital World Investors
1
Capital World Investors
California
$1.73B +$14.7M +176,090 +0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.23B +$189M +2,259,636 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.21B -$9.84M -117,929 -0.8%
BlackRock
4
BlackRock
New York
$1.08B +$16.3M +195,567 +1%
Victory Capital Management
5
Victory Capital Management
Texas
$490M +$194M +2,318,763 +59%
JP Morgan Chase
6
JP Morgan Chase
New York
$408M +$126M +1,503,703 +41%
ClearBridge Investments
7
ClearBridge Investments
New York
$382M -$4.47M -53,535 -1%
State Street
8
State Street
Massachusetts
$380M +$2.69M +32,212 +0.7%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$312M +$4.76M +57,032 +1%
Citadel Advisors
10
Citadel Advisors
Florida
$227M +$26M +311,147 +12%
Holocene Advisors
11
Holocene Advisors
New York
$223M +$20.6M +246,966 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$213M +$10.5M +125,669 +5%
Norges Bank
13
Norges Bank
Norway
$208M +$58.4M +700,158 +36%
BCPEMI
14
Bain Capital Public Equity Management II
Massachusetts
$187M +$24.5M +293,837 +14%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$182M +$17.4M +208,538 +10%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$175M +$11.5M +137,998 +7%
EC
17
Eminence Capital
New York
$166M -$39.3M -470,402 -18%
Primecap Management
18
Primecap Management
California
$166M +$194K +2,320 +0.1%
Morgan Stanley
19
Morgan Stanley
New York
$147M -$18.8M -224,962 -11%
PCM
20
Palestra Capital Management
New York
$141M -$15.9M -190,877 -10%
CAM
21
Close Asset Management
United Kingdom
$139M +$9.04M +108,342 +7%
Invesco
22
Invesco
Georgia
$133M -$2.2M -26,360 -2%
Jennison Associates
23
Jennison Associates
New York
$133M +$1.7M +20,400 +1%
JCM
24
Junto Capital Management
New York
$112M +$1.24M +14,850 +1%
GKIM
25
GW&K Investment Management
Massachusetts
$107M -$431K -5,165 -0.4%

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.