BROS icon

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 %
URS
251
Utah Retirement Systems
Utah
$309K 5,900 +5,900 New
CA
252
CWC Advisors
Oregon
$307K 5,870 +5,870 New
SN
253
Sittner & Nelson
Oregon
$307K 5,865 +400 +7%
WGC
254
Watts Gwilliam & Co
Arizona
$304K 5,281 +5,281 New
FWCM
255
Ferguson Wellman Capital Management
Oregon
$304K 5,800 +5,800 New
CMF
256
Counterpoint Mutual Funds
California
$300K 5,735 +5,735 New
DI
257
Diligent Investors
California
$300K 5,724 +5,724 New
SPC
258
Sigma Planning Corp
Michigan
$297K 5,661 +5,661 New
M&T Bank
259
M&T Bank
New York
$295K 5,633 -7,984 -59%
CC
260
Centiva Capital
New York
$295K 5,629 +5,629 New
CCFM
261
Clear Creek Financial Management
Washington
$288K 5,494 +5,494 New
TWM
262
Triton Wealth Management
Arizona
$284K 8,070 – –
BWFA
263
Baltimore-Washington Financial Advisors
Maryland
$283K 5,400 +5,400 New
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$282K 5,377 -63 -1%
MLL
265
Moody Lynn & Lieberson
Massachusetts
$281K 5,374 +5,374 New
TRCT
266
Tower Research Capital (TRC)
New York
$281K 5,361 -7,473 -58%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$280K 5,354 +5,354 New
WI
268
WrapManager Inc
California
$279K 5,333 -2,832 -35%
ACM
269
Aljian Capital Management
Nevada
$277K 5,289 +5,289 New
MSRPS
270
Maryland State Retirement & Pension System
Maryland
$274K 5,234 +5,234 New
Wealth Enhancement Advisory Services
271
Wealth Enhancement Advisory Services
Minnesota
$267K 5,102 +5,102 New
Focus Partners Wealth
272
Focus Partners Wealth
Massachusetts
$263K 5,013 +5,013 New
MLA
273
My Legacy Advisors
Oregon
$262K 4,451 +4,451 New
BBL
274
Beck Bode LLC
Massachusetts
$262K 5,000 -20,002 -80%
AC
275
AlphaCore Capital
California
$262K 5,000 +5,000 New
9 10
11
12 13