BROS icon

Dutch Bros

487 hedge funds and large institutions have $7.23B invested in Dutch Bros in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.88% less ownership

Funds ownership: 86.31%83.43% (-2.9%)

15% less call options, than puts

Call options by funds: $177M | Put options by funds: $209M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$177M
Puts
$209M
Net Calls
Net Calls Change

Top Buyers

1 +$99.8M
2 +$98.1M
3 +$96.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$72M
5
Invesco
Invesco
Georgia
+$66.2M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
251
Yorktown Management & Research Company
Virginia
$704K
JSSH
252
J. Safra Sarasin Holding
$683K
KMWM
253
Keudell/Morrison Wealth Management
Oregon
$671K
LCM
254
Legato Capital Management
California
$655K
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$641K
SWP
256
Stratos Wealth Partners
Ohio
$613K
AWA
257
Arete Wealth Advisors
Illinois
$608K
TI
258
Tidal Investments
Wisconsin
$598K
JIP
259
Jaffetilchin Investment Partners
Florida
$588K
AB
260
Amalgamated Bank
New York
$583K
EFS
261
Econ Financial Services
Pennsylvania
$577K
GRP
262
Global Retirement Partners
California
$570K
GCM
263
Graham Capital Management
Connecticut
$569K
QCM
264
Quantinno Capital Management
New York
$559K
PCM
265
Prelude Capital Management
New York
$558K
MAG
266
MRA Advisory Group
New Jersey
$548K
BAM
267
Bullseye Asset Management
Colorado
$547K
LFAS
268
Level Four Advisory Services
Texas
$546K
SXL
269
Summit X LLC
Missouri
$538K
CFM
270
Catalyst Funds Management
Australia
$531K
FFA
271
Farther Finance Advisors
California
$515K
FWCM
272
Ferguson Wellman Capital Management
Oregon
$503K
SOW
273
State of Wyoming
Wyoming
$498K
AC
274
AlphaCore Capital
California
$496K
MIM
275
MetLife Investment Management
New Jersey
$492K