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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 %
CFGS
326
Concourse Financial Group Securities
Alabama
$36.1K 600 +100 +20%
NCM
327
Northwest Capital Management
Oregon
$35.4K 675 – –
BL
328
BFSG LLC
California
$35K 668 -30,172 -98%
DekaBank Deutsche Girozentrale
329
DekaBank Deutsche Girozentrale
Germany
$33K 1,249 – –
SWM
330
Spire Wealth Management
Virginia
$32.9K 629 -2,057 -77%
CAS
331
Coppell Advisory Solutions
Texas
$27.2K 517 +447 +639%
HI
332
Harbour Investments
Wisconsin
$26.4K 504 – –
Kayne Anderson Rudnick Investment Management
333
Kayne Anderson Rudnick Investment Management
California
$26.2K 500 – –
DP
334
Denver PWM
Colorado
$24.9K 475 -100 -17%
RS
335
R Squared
Hong Kong
$24.6K 470 +470 New
GI
336
GAMMA Investing
California
$23.2K 443 +220 +99%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$22.4K 428 -79 -16%
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$22K 429 +258 +151%
VNA
339
Valley National Advisers
Pennsylvania
$20K 382 – –
MCM
340
MAI Capital Management
Ohio
$18.3K 349 +349 New
CA
341
Clearstead Advisors
Ohio
$17.3K 330 +34 +11%
CA
342
Continuum Advisory
Idaho
$15K 286 – –
PS
343
Principal Securities
Iowa
$14.7K 280 – –
MA
344
MCF Advisors
Kentucky
$13.9K 265 +94 +55%
SMAM
345
Sugar Maple Asset Management
Wisconsin
$13.4K 255 +255 New
ICM
346
Islay Capital Management
Texas
$13.1K 250 – –
RS
347
Rakuten Securities
Japan
$13.1K 250 +40 +19%
AIA
348
Arcadia Investment Advisors
Idaho
$10.7K 204 – –
MHR
349
Matthew Hamilton Rosenberg
$10.6K 202 – –
ACA
350
American Capital Advisory
Idaho
$10.5K 200 – –
12 13
14
15 16