Treehouse Foods
THS was delisted on the 10th of February, 2026.
223 hedge funds and large institutions have $1.05B invested in Treehouse Foods in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 58 reducing their positions, and 37 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 58
6% more call options, than puts
Call options by funds: $2.58M | Put options by funds: $2.44M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.21% less ownership
Funds ownership: 107.43% → 107.22% (-0.21%)
2% less funds holding
Funds holding: 227 → 223 (-4)
11% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 37
28% less capital invested
Capital invested by funds: $1.46B → $1.05B (-$410M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPM
JANA Partners Management
New York
|
+$20.4M |
| 2 |
Millennium Management
New York
|
+$12.3M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$8.76M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$5.9M |
| 5 |
BlackRock
New York
|
+$5.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.4M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$15.1M |
| 3 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
-$8.84M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$5.69M |
| 5 |
LI
Leeward Investments
Boston,
Massachusetts
|
-$5.15M |
THS Hedge Fund Activity: Q2 2025 in Review
223 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in Treehouse Foods (THS) for Q2 2025, worth a combined $1.05B — down 28% from $1.46B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of THS and 33 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 99 added.
The largest buyer was JANA Partners Management, adding an estimated $20.4M. The largest seller was Fidelity Investments, cutting an estimated $17.4M.
- 223 institutional investors held Treehouse Foods (THS) as of Q2 2025, down from 227 in Q1 2025.
- Funds reported $1.05B of Treehouse Foods stock for Q2 2025, down 28% quarter-over-quarter.
- 33 funds opened new Treehouse Foods positions in Q2 2025 and 37 closed out, a net change of -4 holders.
- The largest Treehouse Foods buyer in Q2 2025 was JANA Partners Management, an estimated $20.4M added.
- The largest Treehouse Foods seller in Q2 2025 was Fidelity Investments, an estimated $17.4M sold.
Based on aggregated 13F filings for Q2 2025.