US Foods
USFD
678 hedge funds and large institutions have $21.3B invested in US Foods in 2026 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 243 increasing their positions, 232 reducing their positions, and 75 closing their positions.
52% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 75
22% more capital invested
Capital invested by funds: $17.4B → $21.3B (+$3.91B)
5% more funds holding
Funds holding: 648 → 678 (+30)
1.4% more ownership
Funds ownership: 103.76% → 105.16% (+1.4%)
5% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 232
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
35% less call options, than puts
Call options by funds: $18M | Put options by funds: $27.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$451M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$336M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$174M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$165M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$451M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$180M |
| 3 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$131M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$123M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$89.6M |
USFD Hedge Fund Activity: Q1 2026 in Review
678 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q1 2026, worth a combined $21.3B — up 22% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new USFD positions and 75 closed out — a net gain of 39 holders — while 243 added to existing stakes and 232 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $451M. The largest seller was Capital World Investors, cutting an estimated $451M.
- 678 institutional investors held US Foods (USFD) as of Q1 2026, up from 648 in Q4 2025.
- Funds reported $21.3B of US Foods stock for Q1 2026, up 22% quarter-over-quarter.
- 114 funds opened new US Foods positions in Q1 2026 and 75 closed out, a net change of +39 holders.
- The largest US Foods buyer in Q1 2026 was T. Rowe Price Investment Management, an estimated $451M added.
- The largest US Foods seller in Q1 2026 was Capital World Investors, an estimated $451M sold.
Based on aggregated 13F filings for Q1 2026.