US Foods
USFD
672 hedge funds and large institutions have $24.1B invested in US Foods in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 229 increasing their positions, 277 reducing their positions, and 83 closing their positions.
14% more call options, than puts
Call options by funds: $30.5M | Put options by funds: $26.7M
13% more capital invested
Capital invested by funds: $21.3B → $24.1B (+$2.74B)
1.84% more ownership
Funds ownership: 105.16% → 106.99% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
1% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 83
1% less funds holding
Funds holding: 679 → 672 (-7)
17% less repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 277
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$648M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$197M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$155M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$149M |
| 5 |
Holocene Advisors
New York
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$432M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$230M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$172M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$109M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$89.2M |
USFD Hedge Fund Activity: Q2 2026 in Review
672 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q2 2026, worth a combined $24.1B — up 13% from $21.3B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of USFD and 82 opened new positions — a net loss of 1 holder — while 277 trimmed existing stakes and 229 added.
The largest buyer was Wellington Management Group, adding an estimated $648M. The largest seller was Fidelity Investments, cutting an estimated $432M.
- 672 institutional investors held US Foods (USFD) as of Q2 2026, down from 679 in Q1 2026.
- Funds reported $24.1B of US Foods stock for Q2 2026, up 13% quarter-over-quarter.
- 82 funds opened new US Foods positions in Q2 2026 and 83 closed out, a net change of -1 holder.
- The largest US Foods buyer in Q2 2026 was Wellington Management Group, an estimated $648M added.
- The largest US Foods seller in Q2 2026 was Fidelity Investments, an estimated $432M sold.
Based on aggregated 13F filings for Q2 2026.