US Foods
USFD
648 hedge funds and large institutions have $17.5B invested in US Foods in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 223 increasing their positions, 244 reducing their positions, and 72 closing their positions.
26% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 72
18% more call options, than puts
Call options by funds: $22.4M | Put options by funds: $19M
2% more funds holding
Funds holding: 636 → 648 (+12)
0.77% more ownership
Funds ownership: 100.67% → 101.44% (+0.77%)
9% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 244
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
18% less capital inflows, than outflows
Capital inflows: $1.5B | Capital outflows: $1.82B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D1 Capital Partners
New York
|
+$185M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$127M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$91.8M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$72.3M |
| 5 |
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
+$65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$253M |
| 2 |
Sachem Head Capital Management
New York
|
-$115M |
| 3 |
Congress Asset Management
Boston,
Massachusetts
|
-$78.3M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$76.9M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$72.9M |
USFD Hedge Fund Activity: Q3 2025 in Review
648 of the 7,650 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q3 2025, worth a combined $17.5B — down 2.6% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new USFD positions and 72 closed out — a net gain of 19 holders — while 223 added to existing stakes and 244 trimmed.
The largest buyer was D1 Capital Partners, adding an estimated $185M. The largest seller was Victory Capital Management, cutting an estimated $253M.
- 648 institutional investors held US Foods (USFD) as of Q3 2025, up from 636 in Q2 2025.
- Funds reported $17.5B of US Foods stock for Q3 2025, down 2.6% quarter-over-quarter.
- 91 funds opened new US Foods positions in Q3 2025 and 72 closed out, a net change of +19 holders.
- The largest US Foods buyer in Q3 2025 was D1 Capital Partners, an estimated $185M added.
- The largest US Foods seller in Q3 2025 was Victory Capital Management, an estimated $253M sold.
Based on aggregated 13F filings for Q3 2025.