Jim Simons
BROS icon

Jim Simons’s Dutch Bros BROS Stock Holding History

Jim Simons’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-506,100
Closed -$26.5M – 3268
2025
Q3 		$26.5M Sell
506,100
-531,000
-51% -$33.6M 0.04% 603
2025
Q2 		$70.9M Sell
1,037,100
-265,200
-20% -$17.3M 0.09% 236
2025
Q1 		$80.4M Sell
1,302,300
-122,800
-9% -$8.09M 0.12% 199
2024
Q4 		$74.6M Buy
1,425,100
+225,300
+19% +$9.94M 0.11% 218
2024
Q3 		$38.4M Sell
1,199,800
-187,517
-14% -$6.61M 0.06% 410
2024
Q2 		$57.4M Buy
+1,387,317
New +$47.7M 0.1% 246

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Jim Simons's BROS Position: Q4 2025 in Review

Jim Simons sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 506,100 shares — an estimated $26.5M sold.

Jim Simons first reported a position in BROS in Q2 2024 and held it in 6 quarters. The position peaked at $80.4M in Q1 2025. 511 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • Jim Simons reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 506,100 Dutch Bros shares in Q4 2025, an estimated $26.5M.
  • Jim Simons first reported a position in Dutch Bros in Q2 2024 and held it in 6 quarters.
  • Jim Simons's Dutch Bros position peaked at $80.4M in Q1 2025.
  • 511 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.