Dutch Bros
BROS
400 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, 137 reducing their positions, and 38 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
166% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 38
59% more capital invested
Capital invested by funds: $3.33B → $5.3B (+$1.97B)
29% more call options, than puts
Call options by funds: $117M | Put options by funds: $90.2M
16% more funds holding
Funds holding: 346 → 400 (+54)
1.66% less ownership
Funds ownership: 90.56% → 88.89% (-1.7%)
19% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 137
Top Buyers
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$148M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$142M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$112M |
| 4 |
Morgan Stanley
New York
|
+$59M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$43M |
Top Sellers
| 1 |
Marshall Wace
London,
United Kingdom
|
-$193M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$91.8M |
| 3 |
TCP
TSG Consumer Partners
Larkspur,
California
|
-$75.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$55.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$50.7M |
BROS Hedge Fund Activity: Q4 2024 in Review
400 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q4 2024, worth a combined $5.3B — up 59% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new BROS positions and 38 closed out — a net gain of 63 holders — while 111 added to existing stakes and 137 trimmed.
The largest buyer was Fidelity International, opening a new position worth an estimated $148M. The largest seller was Marshall Wace, cutting an estimated $193M.
- 400 institutional investors held Dutch Bros (BROS) as of Q4 2024, up from 346 in Q3 2024.
- Funds reported $5.3B of Dutch Bros stock for Q4 2024, up 59% quarter-over-quarter.
- 101 funds opened new Dutch Bros positions in Q4 2024 and 38 closed out, a net change of +63 holders.
- The largest Dutch Bros buyer in Q4 2024 was Fidelity International, an estimated $148M added.
- The largest Dutch Bros seller in Q4 2024 was Marshall Wace, an estimated $193M sold.
Based on aggregated 13F filings for Q4 2024.