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BRCB

Black Rock Coffee Bar Inc

99 hedge funds and large institutions have $470M invested in Black Rock Coffee Bar Inc in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

883% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $227K

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

21% more funds holding

Funds holding: 8299 (+17)

8% more capital invested

Capital invested by funds: $435M → $470M (+$35M)

2.8% more ownership

Funds ownership: 117.81%120.61% (+2.8%)

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
29
Reduced
17
Closed
21
Calls
$2.23M
Puts
$227K
Net Calls
+$2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$35.2M +$6.59M +284,227 +22%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$31.1M +$1.18M +50,845 +4%
Morgan Stanley
3
Morgan Stanley
New York
$28.8M +$9.47M +408,089 +46%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.6M +$4.09M +176,480 +19%
GGHC
5
Gilder Gagnon Howe & Co
New York
$21.7M -$10.1M -434,823 -31%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$21M +$11.4M +489,559 +108%
BlackRock
7
BlackRock
New York
$20.3M +$9.6M +413,821 +83%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$20.3M +$7.19M +309,845 +52%
Vanguard Group
9
Vanguard Group
Pennsylvania
$19.7M +$18.6M +801,463 +943%
Invesco
10
Invesco
Georgia
$18.7M +$962K +41,493 +5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$17.2M +$2.77M +119,299 +18%
WP
12
Woodline Partners
California
$14.1M +$2.62M +112,845 +22%
Raymond James Financial
13
Raymond James Financial
Florida
$13.7M +$4.31M +185,885 +45%
EA
14
Emerald Advisers
Pennsylvania
$13.6M +$4.58M +197,447 +48%
Ameriprise
15
Ameriprise
Minnesota
$11.9M +$425K +18,336 +4%
Franklin Resources
16
Franklin Resources
California
$10.7M +$11.1M +480,531 +31,676%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$8.52M +$8.88M +382,677 New
Goldman Sachs
18
Goldman Sachs
New York
$8.19M -$5.52M -238,087 -39%
Jennison Associates
19
Jennison Associates
New York
$8.12M -$5.05M -217,613 -37%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.83M +$4.25M +183,178 +109%
SFM
21
Soros Fund Management
New York
$7.53M -$1.11M -47,710 -12%
DCM
22
Driehaus Capital Management
Illinois
$7.46M +$1.63M +70,066 +26%
RCM
23
Ratan Capital Management
Florida
$7.12M
WCM Investment Management
24
WCM Investment Management
California
$6.68M -$465K -20,031 -6%
State Street
25
State Street
Massachusetts
$6.15M +$6.41M +276,297 New

BRCB Hedge Fund Activity: Q4 2025 in Review

99 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Black Rock Coffee Bar Inc (BRCB) for Q4 2025, worth a combined $470M — up 8% from $435M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BRCB positions and 21 closed out — a net gain of 19 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.6M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $10.1M.

  • 99 institutional investors held Black Rock Coffee Bar Inc (BRCB) as of Q4 2025, up from 82 in Q3 2025.
  • Funds reported $470M of Black Rock Coffee Bar Inc stock for Q4 2025, up 8% quarter-over-quarter.
  • 40 funds opened new Black Rock Coffee Bar Inc positions in Q4 2025 and 21 closed out, a net change of +19 holders.
  • The largest Black Rock Coffee Bar Inc buyer in Q4 2025 was Vanguard Group, an estimated $18.6M added.
  • The largest Black Rock Coffee Bar Inc seller in Q4 2025 was Gilder Gagnon Howe & Co, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2025.