US Foods
USFD
636 hedge funds and large institutions have $17.9B invested in US Foods in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 234 increasing their positions, 226 reducing their positions, and 49 closing their positions.
94% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 49
71% more call options, than puts
Call options by funds: $23.1M | Put options by funds: $13.5M
17% more capital invested
Capital invested by funds: $15.3B → $17.9B (+$2.59B)
7% more funds holding
Funds holding: 596 → 636 (+40)
4% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 226
1.13% less ownership
Funds ownership: 101.82% → 100.69% (-1.1%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$255M |
| 2 |
Primecap Management
Pasadena,
California
|
+$117M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$71.1M |
| 4 |
Holocene Advisors
New York
|
+$59.5M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$208M |
| 2 |
SHCM
Sachem Head Capital Management
New York
|
-$120M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$95.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$90.1M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$88.2M |
USFD Hedge Fund Activity: Q2 2025 in Review
636 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q2 2025, worth a combined $17.9B — up 17% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new USFD positions and 49 closed out — a net gain of 46 holders — while 234 added to existing stakes and 226 trimmed.
The largest buyer was Capital World Investors, adding an estimated $255M. The largest seller was Fidelity Investments, cutting an estimated $208M.
- 636 institutional investors held US Foods (USFD) as of Q2 2025, up from 596 in Q1 2025.
- Funds reported $17.9B of US Foods stock for Q2 2025, up 17% quarter-over-quarter.
- 95 funds opened new US Foods positions in Q2 2025 and 49 closed out, a net change of +46 holders.
- The largest US Foods buyer in Q2 2025 was Capital World Investors, an estimated $255M added.
- The largest US Foods seller in Q2 2025 was Fidelity Investments, an estimated $208M sold.
Based on aggregated 13F filings for Q2 2025.