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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 %
GRP
301
Global Retirement Partners
California
$105K 2,012 +675 +50%
CIAM
302
Caitong International Asset Management
Hong Kong
$105K 1,998 +1,998 New
Asset Management One
303
Asset Management One
Japan
$98.8K 1,852 +467 +34%
WSFS
304
Wilmington Savings Fund Society
Delaware
$81.9K 1,564 – –
AIC
305
Archer Investment Corporation
Indiana
$78.6K 1,500 – –
CWM
306
Copia Wealth Management
Oregon
$72.8K 1,390 +1,390 New
CF
307
Corebridge Financial
Texas
$65.7K 1,255 -66 -5%
AWM
308
Avondale Wealth Management
Texas
$65.5K 1,250 -750 -38%
AWM
309
Avior Wealth Management
Nebraska
$63.5K 1,213 -70 -5%
LC
310
Lindbrook Capital
California
$61.6K 1,176 +10 +0.9%
HIA
311
Harbor Investment Advisory
Maryland
$60K 1,146 +1,146 New
AIM
312
Arcadia Investment Management
Michigan
$59.8K 1,141 +1,141 New
PA
313
Parallel Advisors
California
$53.4K 1,019 +314 +45%
SS
314
SBI Securities
Japan
$52.5K 1,003 +1,003 New
OC
315
Oarsman Capital
Wisconsin
$52.4K 1,000 – –
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$50K 955 +250 +35%
HCM
317
Hollencrest Capital Management
California
$47.4K 904 -10 -1%
CTB
318
Country Trust Bank
Illinois
$47.1K 900 – –
GC
319
Gould Capital
Washington
$43.3K 826 +140 +20%
BWM
320
Bernard Wealth Management
Michigan
$42.7K 815 +815 New
FFO
321
Fortitude Family Office
Arizona
$40.6K 775 +775 New
WWM
322
Wolff Wiese Magana
California
$40.2K 768 -4 -0.5%
OP
323
ORG Partners
Indiana
$39.3K 750 – –
QL
324
Quarry LP
New York
$39.1K 747 -993 -57%
CMA
325
Cedar Mountain Advisors
Oregon
$38.8K 741 -350 -32%
11 12
13
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