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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
Capital World Investors
1
Capital World Investors
California
$1.95B +$17.2M +206,854 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B +$9.3M +111,726 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.34B -$4.48M -53,745 -0.3%
BlackRock
4
BlackRock
New York
$1.21B +$2.89M +34,649 +0.3%
Victory Capital Management
5
Victory Capital Management
Texas
$545M -$237K -2,842 -0%
ClearBridge Investments
6
ClearBridge Investments
New York
$412M -$12.2M -146,902 -3%
State Street
7
State Street
Massachusetts
$409M -$13.2M -158,168 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
$372M -$77.9M -934,860 -18%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$372M +$23.5M +281,977 +7%
Citadel Advisors
10
Citadel Advisors
Florida
$334M +$77.8M +933,722 +32%
Holocene Advisors
11
Holocene Advisors
New York
$269M +$20.4M +244,793 +9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$236M -$667K -8,015 -0.3%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$227M +$23.1M +277,813 +12%
Primecap Management
14
Primecap Management
California
$225M +$38.8M +465,807 +22%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$198M +$3.12M +37,503 +2%
EC
16
Eminence Capital
New York
$197M +$11.8M +141,864 +7%
BCPEMI
17
Bain Capital Public Equity Management II
Massachusetts
$172M -$34.3M -412,169 -17%
CAM
18
Close Asset Management
United Kingdom
$169M +$14.3M +171,715 +10%
Morgan Stanley
19
Morgan Stanley
New York
$164M +$422K +5,068 +0.3%
Norges Bank
20
Norges Bank
Norway
$164M -$64.2M -771,010 -29%
Jennison Associates
21
Jennison Associates
New York
$163M +$14.3M +171,957 +10%
JCM
22
Junto Capital Management
New York
$140M +$15.1M +181,382 +13%
Invesco
23
Invesco
Georgia
$129M -$17.9M -214,522 -13%
GKIM
24
GW&K Investment Management
Massachusetts
$119M +$327K +3,925 +0.3%
Millennium Management
25
Millennium Management
New York
$119M +$91.7M +1,101,096 +430%

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.