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US Foods

596 hedge funds and large institutions have $15.3B invested in US Foods in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 202 increasing their positions, 228 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 81

3.24% more ownership

Funds ownership: 98.58%101.82% (+3.2%)

2% more funds holding

Funds holding: 584596 (+12)

1% less capital invested

Capital invested by funds: $15.5B → $15.3B (-$145M)

11% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 228

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

13% less call options, than puts

Call options by funds: $28.6M | Put options by funds: $33M

Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
7.99%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
97
Increased
202
Reduced
228
Closed
81
Calls
$28.6M
Puts
$33M
Net Calls
-$4.43M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
526
HHM Wealth Advisors
Tennessee
$8.31K
FWM
527
FSA Wealth Management
Massachusetts
$7.59K
BIA
528
Bell Investment Advisors
California
$7.46K -$205 -3 -3%
HNW
529
High Note Wealth
Minnesota
$7.2K
CSC
530
Caldwell Sutter Capital
California
$6.94K
FFO
531
Fortitude Family Office
Arizona
$6.48K
BCWM
532
Bartlett & Co Wealth Management
Ohio
$6.35K
HWM
533
HighMark Wealth Management
Minnesota
$6.35K
MSWA
534
Marshall & Sterling Wealth Advisors
New York
$5.7K +$5.95K +87 New
BWL
535
Bogart Wealth LLC
Virginia
$5.63K
KIM
536
Kestra Investment Management
Texas
$5.3K +$5.54K +81 New
AGWCA
537
Annis Gardner Whiting Capital Advisors
Florida
$5.24K
SWM
538
Spire Wealth Management
Virginia
$5.17K -$3.42K -50 -39%
ACM
539
Accent Capital Management
Ohio
$5.17K +$5.4K +79 New
MHR
540
Matthew Hamilton Rosenberg
$4.78K +$4.99K +73 New
PTC
541
Private Trust Company
Ohio
$4.32K +$2.6K +38 +136%
SIS
542
Sound Income Strategies
Florida
$4.25K
NC
543
NewSquare Capital
Pennsylvania
$4.25K +$4.03K +59 +983%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$4.06K +$410 +6 +11%
WPA
545
Wealth Preservation Advisors
Tennessee
$4.06K +$4.24K +62 New
CAL
546
Capital Advisors Ltd
Ohio
$4K
CI
547
CX Institutional
Indiana
$4K +$4.37K +64 New
CTC
548
Cetera Trust Company
Minnesota
$3.93K
FCAS
549
First Command Advisory Services
Texas
$3.86K +$4.03K +59 New
MAM
550
Meeder Asset Management
Ohio
$3.6K -$98.8K -1,446 -96%