Treehouse Foods
THS was delisted on the 10th of February, 2026.
239 hedge funds and large institutions have $1.11B invested in Treehouse Foods in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 44 closing their positions.
66% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 44
13% more funds holding
Funds holding: 212 → 239 (+27)
5% more capital invested
Capital invested by funds: $1.05B → $1.11B (+$52M)
10.46% less ownership
Funds ownership: 103.35% → 92.89% (-10%)
26% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 80
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
80% less call options, than puts
Call options by funds: $1.83M | Put options by funds: $8.98M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$47.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$41.6M |
| 3 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
+$28.8M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$14.7M |
| 5 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sessa Capital
New York
|
-$81.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.9M |
| 4 |
D.E. Shaw & Co
New York
|
-$11.6M |
| 5 |
Neuberger Berman Group
New York
|
-$10.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
276
Rise Advisors
Rochester,
New York
| – | -$8.02K | -397 | Closed |
|
|
BBHC
277
Brown Brothers Harriman & Co
New York
| – | -$6.55K | -324 | Closed |
|
278
Optiver Holding
Amsterdam,
Netherlands
| – | -$5.33K | -264 | Closed |
|
279
T. Rowe Price Investment Management
Baltimore,
Maryland
| – | -$3K | -121 | Closed |
|
|
SS
280
SBI Securities
Tokyo,
Japan
| – | -$182 | -9 | Closed |
|
|
PS
281
Principal Securities
Des Moines,
Iowa
| – | -$81 | -4 | Closed |
|
|
TIM
282
Tortoise Investment Management
White Plains,
New York
| – | -$40 | -2 | Closed |
|
THS Hedge Fund Activity: Q4 2025 in Review
239 of the 8,243 institutional investors tracked by Wall St. Rank reported a position in Treehouse Foods (THS) for Q4 2025, worth a combined $1.11B — up 4.9% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new THS positions and 44 closed out — a net gain of 29 holders — while 59 added to existing stakes and 80 trimmed.
The largest buyer was Weiss Asset Management, opening a new position worth an estimated $47.3M. The largest seller was Sessa Capital, cutting an estimated $81.4M.
- 239 institutional investors held Treehouse Foods (THS) as of Q4 2025, up from 212 in Q3 2025.
- Funds reported $1.11B of Treehouse Foods stock for Q4 2025, up 4.9% quarter-over-quarter.
- 73 funds opened new Treehouse Foods positions in Q4 2025 and 44 closed out, a net change of +29 holders.
- The largest Treehouse Foods buyer in Q4 2025 was Weiss Asset Management, an estimated $47.3M added.
- The largest Treehouse Foods seller in Q4 2025 was Sessa Capital, an estimated $81.4M sold.
Based on aggregated 13F filings for Q4 2025.