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Dutch Bros
BROS

Overview Fund Activity

484 hedge funds and large institutions have $7.22B invested in Dutch Bros in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 65 closing their positions.

Holders
484
Holders Change
+20
Holders Change %
+4.31%
% of All Funds
6.5%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
187
Reduced
141
Closed
65
Calls
$140M
Puts
$176M
Net Calls
-$35.5M
Net Calls Change
-$119M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$172M
2
BlackRock
2
BlackRock
New York
$446M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$775M
4
Norges Bank
4
Norges Bank
Norway
$93.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$496M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$42M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.7M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$289M
4
Millennium Management
4
Millennium Management
New York
$90M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
326
Clear Creek Financial Management
Washington
$297K 4,348 +94 +2%
RFA
327
ROI Financial Advisors
Oregon
$292K 4,274 +4,274 New
AIM
328
Aspen Investment Management
Michigan
$290K 4,240 +4,240 New
NSAM
329
North Star Asset Management
Wisconsin
$287K 4,200 +4,200 New
AI
330
Accredited Investors
Minnesota
$287K 4,192 +98 +2%
WMA
331
West Michigan Advisors
Michigan
$286K 4,187 -2,309 -36%
Lazard Asset Management
332
Lazard Asset Management
New York
$284K 4,164 +738 +22%
TC
333
TownSquare Capital
Utah
$278K 4,067 -2,389 -37%
EC
334
EntryPoint Capital
New York
$272K 3,979 -153 -4%
RA
335
RiverPark Advisors
New York
$271K 3,966 +181 +5%
NWM
336
Napa Wealth Management
California
$264K 3,860 +3,860 New
JWCA
337
J.W. Cole Advisors
Florida
$258K 3,777 +3,777 New
I
338
InceptionR
California
$255K 3,734 +3,734 New
IA
339
IFP Advisors
Florida
$254K 3,710 +688 +23%
VPIM
340
Vanguard Personalized Indexing Management
California
$243K 3,547 +3,547 New
Mirae Asset Global Investments
341
Mirae Asset Global Investments
South Korea
$242K 3,534 -228 -6%
GBI
342
GP Brinson Investments
Illinois
$239K 3,500 +3,500 New
PCIA
343
Prime Capital Investment Advisors
Kansas
$235K 3,440 -3,437 -50%
HCMT
344
Highland Capital Management (Tennessee)
Tennessee
$233K 3,409 -23,506 -87%
MML Investors Services
345
MML Investors Services
Massachusetts
$233K 3,412 +3,412 New
USCWA
346
U.S. Capital Wealth Advisors
Texas
$233K 3,404 +3,404 New
ECM
347
Everence Capital Management
Indiana
$230K 3,370 – –
BIM
348
Bridges Investment Management
Nebraska
$228K 3,335 +3,335 New
OR
349
Olympiad Research
Connecticut
$224K 3,276 +3,276 New
WI
350
WrapManager Inc
California
$218K 3,182 -374 -11%
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