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 %
SI
276
Stephens Inc
Arkansas
$260K 4,966 -1,562 -24%
NFSG
277
Newbridge Financial Services Group
Florida
$246K 4,700 – –
FHB
278
First Hawaiian Bank
Hawaii
$246K 4,698 -1,710 -27%
ATC
279
Argent Trust Co
Tennessee
$246K 4,695 +4,695 New
SCM
280
Sterling Capital Management
North Carolina
$244K 4,661 +1,476 +46%
C
281
Covestor
United Kingdom
$244K 4,659 +996 +27%
AI
282
AdvisorShares Investments
Maryland
$244K 4,652 +594 +15%
RCM
283
Radnor Capital Management
Pennsylvania
$243K 4,640 +4,640 New
OWP
284
Obermeyer Wealth Partners
Colorado
$241K 4,610 +4,610 New
VFA
285
Valeo Financial Advisors
Indiana
$241K 4,607 +4,607 New
KBC Group
286
KBC Group
Belgium
$233K 4,440 +1,415 +47%
GWSG
287
GPS Wealth Strategies Group
Colorado
$222K 4,245 -179 -4%
SRL
288
Scientech Research LLC
New Jersey
$211K 4,036 -29,958 -88%
AI
289
Accredited Investors
Minnesota
$207K 3,947 +3,947 New
Pathstone Holdings
290
Pathstone Holdings
New Jersey
$201K 3,842 +3,842 New
TC
291
TownSquare Capital
Utah
$200K 3,825 +3,825 New
BIM
292
Bridges Investment Management
Nebraska
$200K 3,824 +3,824 New
MIM
293
MetLife Investment Management
New Jersey
$200K 3,821 -57 -1%
SOW
294
State of Wyoming
Wyoming
$196K 3,748 +3,748 New
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$189K 3,601 +2,051 +132%
AF
296
Allworth Financial
California
$154K 2,563 +1,772 +224%
IA
297
IFP Advisors
Florida
$150K 2,867 -1,740 -38%
NICM
298
Neo Ivy Capital Management
New York
$142K 2,718 +2,718 New
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$118K 2,100 -200 -9%
Lazard Asset Management
300
Lazard Asset Management
New York
$111K 2,143 -140 -6%
10 11
12
13 14