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Dutch Bros
BROS

Overview Fund Activity

343 hedge funds and large institutions have $3.32B invested in Dutch Bros in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 85 reducing their positions, and 63 closing their positions.

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
73
Increased
140
Reduced
85
Closed
63
Calls
$68.9M
Puts
$73M
Net Calls
-$4.05M
Net Calls Change
-$27.1M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$224M
2
WA
2
Wasatch Advisors
Utah
$132M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$144M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$321M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$63.5M

Top Sellers

1
MGCM
1
Mane Global Capital Management
New York
$0
2
DKCM
2
Davidson Kempner Capital Management
New York
$0
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$12.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
JPWM
276
Jamison Private Wealth Management
Georgia
$26.7K 833 +500 +150%
AF
277
Allworth Financial
California
$25.3K 791 +124 +19%
AAM
278
Advisors Asset Management
Colorado
$25K 780 -77 -9%
WWM
279
Wolff Wiese Magana
California
$24.7K 772 – –
OP
280
ORG Partners
Indiana
$24K 750 +350 +88%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$22.6K 705 -368 -34%
PA
282
Parallel Advisors
California
$22.6K 705 +38 +6%
GC
283
Gould Capital
Washington
$22K 686 – –
A
284
AlphaQuest
New York
$21.7K 677 -110 -14%
NCM
285
Northwest Capital Management
Oregon
$21.6K 675 – –
HGERS
286
Householder Group Estate & Retirement Specialist
Arizona
$19K 602 – –
DP
287
Denver PWM
Colorado
$18.4K 575 -1,275 -69%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$16.2K 507 -386 -43%
HI
289
Harbour Investments
Wisconsin
$16.1K 504 +300 +147%
CFGS
290
Concourse Financial Group Securities
Alabama
$16K 500 – –
Kayne Anderson Rudnick Investment Management
291
Kayne Anderson Rudnick Investment Management
California
$16K 500 +500 New
CA
292
Continuum Advisory
Idaho
$13.4K 286 -94 -25%
HT
293
Headlands Technologies
Illinois
$12.9K 402 -2,320 -85%
VNA
294
Valley National Advisers
Pennsylvania
$12K 382 +37 +11%
CA
295
Clearstead Advisors
Ohio
$9.48K 296 +196 +196%
PS
296
Principal Securities
Iowa
$8.97K 280 – –
GWM
297
Geneos Wealth Management
Colorado
$8.01K 250 -1,225 -83%
ICM
298
Islay Capital Management
Texas
$8.01K 250 +250 New
GI
299
GAMMA Investing
California
$7.14K 223 +135 +153%
RS
300
Rakuten Securities
Japan
$6.73K 210 +172 +453%
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