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Dutch Bros
BROS

Overview Fund Activity

397 hedge funds and large institutions have $5.3B invested in Dutch Bros in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 111 increasing their positions, 134 reducing their positions, and 38 closing their positions.

Holders
397
Holders Change
+54
Holders Change %
+15.74%
% of All Funds
5.29%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
101
Increased
111
Reduced
134
Closed
38
Calls
$117M
Puts
$90.2M
Net Calls
+$26.4M
Net Calls Change
+$30.5M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$176M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$341M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$138M
4
Raymond James Financial
4
Raymond James Financial
Florida
$94.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$104M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$28.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$28.8M
3
TCP
3
TSG Consumer Partners
California
$184M
4
Ameriprise
4
Ameriprise
Minnesota
$45.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$43.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ADIM
226
Alpha DNA Investment Management
Maryland
$451K 8,615 +8,615 New
Tudor Investment Corp
227
Tudor Investment Corp
Connecticut
$440K 8,404 -30,275 -78%
USCWA
228
U.S. Capital Wealth Advisors
Texas
$440K 8,400 -2,700 -24%
BC
229
Bayforest Capital
United Kingdom
$440K 8,397 +8,397 New
SWP
230
Stratos Wealth Partners
Ohio
$431K 8,219 -2,482 -23%
CM
231
Crestline Management
Texas
$430K 8,200 +8,200 New
US Bancorp
232
US Bancorp
Minnesota
$421K 8,043 -3,181 -28%
BAM
233
Bullseye Asset Management
Colorado
$419K 8,000 – –
ET
234
Equitable Trust
Tennessee
$401K 7,649 +7,649 New
BFM
235
Boothbay Fund Management
New York
$392K 7,488 -6,734 -47%
KAS
236
Kestra Advisory Services
Texas
$387K 7,387 +342 +5%
RIA
237
RPG Investment Advisory
California
$371K 7,090 – –
PA
238
Procyon Advisors
Connecticut
$370K 7,068 -5,241 -43%
CGIM
239
Cannon Global Investment Management
Florida
$367K 7,000 – –
LFAS
240
Level Four Advisory Services
Texas
$356K 6,793 +392 +6%
RMP
241
Richards, Merrill & Peterson
Washington
$352K 6,719 +6,719 New
IC
242
IEQ Capital
California
$347K 6,616 +6,616 New
JIP
243
Jaffetilchin Investment Partners
Florida
$332K 6,340 -52 -0.8%
CAG
244
Cypress Advisory Group
Arizona
$330K 6,305 +6,305 New
FFA
245
Farther Finance Advisors
California
$330K 6,300 -544 -8%
AB
246
Amalgamated Bank
New York
$328K 6,268 +220 +4%
Public Employees Retirement Association of Colorado
247
Public Employees Retirement Association of Colorado
Colorado
$326K 6,230 – –
RA
248
RiverPark Advisors
New York
$325K 6,207 +2,094 +51%
OR
249
Olympiad Research
Connecticut
$324K 6,192 -6,987 -53%
OTL
250
Oak Thistle LLC
New York
$311K 5,938 -8,461 -59%
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