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Dutch Bros

487 hedge funds and large institutions have $7.23B invested in Dutch Bros in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.88% less ownership

Funds ownership: 86.31%83.43% (-2.9%)

15% less call options, than puts

Call options by funds: $177M | Put options by funds: $209M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$177M
Puts
$209M
Net Calls
Net Calls Change

Top Buyers

1 +$99.8M
2 +$98.1M
3 +$96.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$72M
5
Invesco
Invesco
Georgia
+$66.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
326
Nations Financial Group
Iowa
$303K
SWM
327
Spire Wealth Management
Virginia
$303K
MC
328
Maverick Capital
Texas
$300K
CCFM
329
Clear Creek Financial Management
Washington
$297K
RFA
330
ROI Financial Advisors
Oregon
$292K
AIM
331
Aspen Investment Management
Michigan
$290K
NSAM
332
North Star Asset Management
Wisconsin
$287K
AI
333
Accredited Investors
Minnesota
$287K
WMA
334
West Michigan Advisors
Michigan
$286K
Lazard Asset Management
335
Lazard Asset Management
New York
$284K
TC
336
TownSquare Capital
Utah
$278K
EC
337
EntryPoint Capital
New York
$272K
RA
338
RiverPark Advisors
New York
$271K
NWM
339
Napa Wealth Management
California
$264K
JWCA
340
J.W. Cole Advisors
Florida
$258K
I
341
InceptionR
California
$255K
IA
342
IFP Advisors
Florida
$254K
VPIM
343
Vanguard Personalized Indexing Management
California
$243K
Mirae Asset Global Investments
344
Mirae Asset Global Investments
South Korea
$242K
GBI
345
GP Brinson Investments
Illinois
$239K
PCIA
346
Prime Capital Investment Advisors
Kansas
$235K
HCMT
347
Highland Capital Management (Tennessee)
Tennessee
$233K
MML Investors Services
348
MML Investors Services
Massachusetts
$233K
USCWA
349
U.S. Capital Wealth Advisors
Texas
$233K
ECM
350
Everence Capital Management
Indiana
$230K