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Dutch Bros
BROS

Overview Fund Activity

464 hedge funds and large institutions have $6.19B invested in Dutch Bros in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 166 increasing their positions, 127 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+67
Holders Change %
+16.88%
% of All Funds
6.3%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
114
Increased
166
Reduced
127
Closed
40
Calls
$292M
Puts
$208M
Net Calls
+$83.9M
Net Calls Change
+$57.5M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$133M
2
Citadel Advisors
Citadel Advisors
Florida
+$78.7M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$66.4M
4
Millennium Management
Millennium Management
New York
+$50.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$48.7M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$172M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$144M
3
Fidelity International
Fidelity International
Bermuda
-$108M
4
TCP
TSG Consumer Partners
California
-$71.7M
5
CIA
Concurrent Investment Advisors
Florida
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
251
Prelude Capital Management
New York
$583K -$484K -7,840 -45%
X
252
Xponance
Pennsylvania
$575K +$33.3K +540 +6%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$552K +$222K +3,591 +67%
SSA
254
Sierra Summit Advisors
Nevada
$550K +$550K +8,906 New
N
255
Numerai
California
$549K -$664K -10,754 -55%
BAM
256
Blueshift Asset Management
New Jersey
$543K -$2.7M -43,807 -83%
ET
257
Entropy Technologies
New York
$542K +$542K +8,772 New
US Bancorp
258
US Bancorp
Minnesota
$541K +$44K +712 +9%
OTL
259
Oak Thistle LLC
New York
$535K +$168K +2,729 +46%
PWM
260
Pinnacle Wealth Management
California
$535K +$535K +8,659 New
Allianz Asset Management
261
Allianz Asset Management
Germany
$525K +$525K +8,500 New
SXL
262
Summit X LLC
Missouri
$517K +$517K +8,367 New
OAM
263
Oxford Asset Management
United Kingdom
$509K +$509K +8,241 New
WF
264
WoodTrust Financial
Wisconsin
$500K -$123K -2,000 -20%
BAM
265
Bullseye Asset Management
Colorado
$494K – – –
SWP
266
Stratos Wealth Partners
Ohio
$491K -$16.7K -271 -3%
VCM
267
Voleon Capital Management
California
$487K +$487K +7,880 New
KAS
268
Kestra Advisory Services
Texas
$469K +$13.3K +216 +3%
LFAS
269
Level Four Advisory Services
Texas
$462K +$42.7K +691 +10%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$457K +$457K +7,400 New
CPIG
271
Chicago Partners Investment Group
Illinois
$454K -$58.5K -987 -11%
FWCM
272
Ferguson Wellman Capital Management
Oregon
$454K +$95.7K +1,550 +27%
VHAM
273
Van Hulzen Asset Management
California
$443K -$246K -3,990 -36%
Bank of Montreal
274
Bank of Montreal
Ontario, Canada
$434K +$434K +7,027 New
Lido Advisors
275
Lido Advisors
California
$429K +$429K +6,941 New
9 10
11
12 13