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Dutch Bros

231 hedge funds and large institutions have $2.9B invested in Dutch Bros in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+42
Holders Change %
+22.22%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
71
Increased
86
Reduced
45
Closed
29
Calls
$72M
Puts
$79.8M
Net Calls
-$7.78M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
T
226
Tidemark
California
$1.01K +$1.01K +32 New
PS
227
Planned Solutions
California
$823 +$823 +26 New
PCFFS
228
Pacific Center for Financial Services
California
$729
BL
229
BFSG LLC
California
$729 +$729 +23 New
CMBA
230
C.M. Bidwell & Associates
Hawaii
$475 +$475 +15 New
Alyeska Investment Group
231
Alyeska Investment Group
Illinois
-$5.78M -248,640 Closed
PWAM
232
Park West Asset Management
California
-$3.84M -165,000 Closed
IAS
233
IMA Advisory Services
Colorado
-$1.07M -46,226 Closed
DFCM
234
Dark Forest Capital Management
Puerto Rico
-$1.06M -45,724 Closed
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
-$834K -32,800 Closed
WB
236
WesBanco Bank
West Virginia
-$762K -32,785 Closed
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
-$640K -27,513 Closed
USCWA
238
U.S. Capital Wealth Advisors
Texas
-$448K -19,250 Closed
VF
239
Virtu Financial
New York
-$390K -16,795 Closed
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
-$298K -12,796 Closed
First Trust Advisors
241
First Trust Advisors
Illinois
-$294K -12,635 Closed
KWM
242
Kingsview Wealth Management
Oregon
-$285K -12,241 Closed
NFSG
243
Newbridge Financial Services Group
Florida
-$109K -4,700 Closed
CG
244
Cutler Group
California
-$68K -2,945 Closed
SIM
245
Sandia Investment Management
Massachusetts
-$58.1K -2,500 Closed
S
246
SignatureFD
Georgia
-$10.5K -450 Closed
QL
247
Quarry LP
New York
-$9.81K -422 Closed
RFA
248
Register Financial Advisors
Georgia
-$9.3K -400 Closed
AT
249
Avalon Trust
New Mexico
-$9.3K -400 Closed
HT
250
Headlands Technologies
Illinois
-$7.09K -305 Closed