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Dutch Bros
BROS

346 hedge funds and large institutions have $3.33B invested in Dutch Bros in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 141 increasing their positions, 86 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 86

35.18% more ownership

Funds ownership: 55.38% → 90.56% (+35%)

19% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 62

3% more funds holding

Funds holding: 336 → 346 (+10)

6% less call options, than puts

Call options by funds: $68.9M | Put options by funds: $73M

18% less capital invested

Capital invested by funds: $4.06B → $3.33B (-$731M)

57% less funds holding in top 10

Funds holding in top 10: 7 → 3 (-4)

Holders
346
Holders Change
+10
Holders Change %
+2.98%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
141
Reduced
86
Closed
62
Calls
$68.9M
Puts
$73M
Net Calls
-$4.05M
Net Calls Change
-$27.1M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$247M
2
WA
Wasatch Advisors
Utah
+$102M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$74.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$56.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$40.3M

Top Sellers

1
MGCM
Mane Global Capital Management
New York
-$66.4M
2
DKCM
Davidson Kempner Capital Management
New York
-$65.6M
3
WCA
Waratah Capital Advisors
Ontario, Canada
-$59.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$58.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$53.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
326
Venturi Wealth Management
Texas
$1.44K – – –
PCFFS
327
Pacific Center for Financial Services
California
$1.31K – – –
SC
328
Stephens Consulting
Michigan
$961 – – –
SJIM
329
St. Johns Investment Management
Florida
$961 +$1.06K +30 New
PS
330
Planned Solutions
California
$833 +$916 +26 New
TPCW
331
TD Private Client Wealth
New York
$801 – – –
FCA
332
FinTrust Capital Advisors
South Carolina
$801 +$881 +25 New
TWC
333
TD Waterhouse Canada
Ontario, Canada
$772 -$208K -5,896 -100%
QCG
334
Quadrant Capital Group
Ohio
$641 +$705 +20 New
CPA
335
Capital Performance Advisors
California
$621 +$670 +19 New
WWP
336
WR Wealth Planners
Missouri
$480 +$317 +9 +150%
SSB
337
Sandy Spring Bank
Maryland
$321 – – –
GM
338
GeoWealth Management
Illinois
$192 +$211 +6 New
ACM
339
Anfield Capital Management
California
$160 – – –
LI
340
LRI Investments
Florida
$141 +$106 +3 New
VF
341
VitalStone Financial
Texas
$64 – – –
MCM
342
MV Capital Management
Maryland
$33 +$35 +1 New
CA
343
CoreCap Advisors
Michigan
$32 -$1.27K -36 -97%
CMP
344
Coston McIsaac & Partners
Maine
$1 – – –
MGCM
345
Mane Global Capital Management
New York
– -$66.4M -1,604,803 Closed
DKCM
346
Davidson Kempner Capital Management
New York
– -$65.6M -1,585,159 Closed
Lord, Abbett & Co
347
Lord, Abbett & Co
New Jersey
– -$53.9M -1,301,486 Closed
Adage Capital Partners
348
Adage Capital Partners
Massachusetts
– -$29.2M -705,950 Closed
SC
349
Shellback Capital
Massachusetts
– -$25.2M -608,339 Closed
IP
350
Interval Partners
New York
– -$17.3M -418,601 Closed
12 13
14
15 16

BROS Hedge Fund Activity: Q3 2024 in Review

346 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q3 2024, worth a combined $3.33B — down 18% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BROS positions and 62 closed out — a net gain of 12 holders — while 141 added to existing stakes and 86 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $247M. The largest seller was Mane Global Capital Management, exiting entirely with an estimated $66.4M sold.

  • 346 institutional investors held Dutch Bros (BROS) as of Q3 2024, up from 336 in Q2 2024.
  • Funds reported $3.33B of Dutch Bros stock for Q3 2024, down 18% quarter-over-quarter.
  • 74 funds opened new Dutch Bros positions in Q3 2024 and 62 closed out, a net change of +12 holders.
  • The largest Dutch Bros buyer in Q3 2024 was Baillie Gifford & Co, an estimated $247M added.
  • The largest Dutch Bros seller in Q3 2024 was Mane Global Capital Management, an estimated $66.4M sold.

Based on aggregated 13F filings for Q3 2024.