CHEWY INC (CHWY) — Hedge Fund Ownership Q4 2025
CHWY
- CHEWY INC (CHWY) is held by 2 of 82 tracked hedge funds, with Viking Global Investors (1%) and Maverick Capital (0%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in CHWY holdings came from Viking Global Investors (+147%), highlighting conviction.
- The biggest decreases in CHWY holdings came from Maverick Capital (-55%), suggesting profit-taking or de-risking.
- 1 hedge fund exited CHWY.
- Overall, hedge funds increased exposure to CHEWY INC (CHWY) by +141% vs the prior quarter and +28% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Viking Global Investors Andreas Halvorsen
|
1.19% | 13.5M | +146.85% | — | $447.4M | $33.05 | — |
| 2 |
Maverick Capital Lee Ainslie
|
0.03% | 75K | -55.42% | +27.71% | $2.5M | $33.05 | — |
| — |
Polen Capital Management
|
— | — | EXITED | — | — | — | — |
| 2 | Total | — | 13.6M | +140.62% | +27.71% | $449.9M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.