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US Foods
USFD

Overview Fund Activity

582 hedge funds and large institutions have $15.5B invested in US Foods in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 217 increasing their positions, 184 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+81
Holders Change %
+16.17%
% of All Funds
7.75%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
118
Increased
217
Reduced
184
Closed
30
Calls
$37.7M
Puts
$23.1M
Net Calls
+$14.6M
Net Calls Change
+$59.1M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$171M
2
UBS Group
UBS Group
Switzerland
$139M
3
Morgan Stanley
Morgan Stanley
New York
$172M
4
Bank of America
Bank of America
North Carolina
$127M
5
AQR Capital Management
AQR Capital Management
Connecticut
$77.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.32B
2
CCP
Clarkston Capital Partners
Michigan
$247M
3
SC
Sessa Capital
New York
$27M
4
SHCM
Sachem Head Capital Management
New York
$244M
5
DCM
Dorsal Capital Management
California
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
551
DiNuzzo Private Wealth
Pennsylvania
$3.24K +$270 +4 +9%
PWA
552
Provenance Wealth Advisors
Florida
$3.17K – – –
IBOK
553
Independence Bank of Kentucky
Kentucky
$2.77K – – –
HI
554
Human Investing
Oregon
$2.59K +$2.59K +38 New
AA
555
Addison Advisors
Vermont
$2.5K – – –
PWMG
556
Private Wealth Management Group
New Jersey
$2.16K – – –
CA
557
Continuum Advisory
Idaho
$2.09K – – –
SO
558
Sierra Ocean
California
$2.02K +$2.02K +30 New
PTC
559
Private Trust Company
Ohio
$1.89K +$742 +11 +65%
CSWM
560
Cassady Schiller Wealth Management
Ohio
$1.82K +$1.82K +27 New
BHWM
561
Beaird Harris Wealth Management
Texas
$1.75K – – –
CWC
562
Carolinas Wealth Consulting
North Carolina
$1.55K +$1.55K +23 New
LDB
563
Lee, Danner & Bass
Tennessee
$1.35K +$1.35K +20 New
MA
564
Montag & Associates
Georgia
$1.23K +$1.23K +18 New
CTC
565
Central Trust Company
Missouri
$1.22K – – –
S
566
Sachetta
Massachusetts
$1.15K +$338 +5 +42%
WTFG
567
Wood Tarver Financial Group
Idaho
$1K +$1K +20 New
GFPC
568
Global Financial Private Client
Florida
$944 +$944 +14 New
MAS
569
MPWM Advisory Solutions
Georgia
$877 +$877 +13 New
SAM
570
Synergy Asset Management
Washington
$800 +$800 +13 New
PWA
571
Principia Wealth Advisory
Texas
$742 +$742 +11 New
WWM
572
Wolff Wiese Magana
California
$675 – – –
AF
573
Advisornet Financial
Minnesota
$540 -$9.79K -145 -95%
PWM
574
Parkworth Wealth Management
California
$540 +$540 +8 New
OSNBOA
575
Old Second National Bank of Aurora
Illinois
$472 +$472 +7 New
21 22
23
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