BROS icon

Dutch Bros
BROS

Overview Fund Activity

343 hedge funds and large institutions have $3.32B invested in Dutch Bros in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 85 reducing their positions, and 63 closing their positions.

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
73
Increased
140
Reduced
85
Closed
63
Calls
$68.9M
Puts
$73M
Net Calls
-$4.05M
Net Calls Change
-$27.1M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$224M
2
WA
2
Wasatch Advisors
Utah
$132M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$144M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$321M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$63.5M

Top Sellers

1
MGCM
1
Mane Global Capital Management
New York
$0
2
DKCM
2
Davidson Kempner Capital Management
New York
$0
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$12.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
– – -10,415 Closed
SIM
377
Sandia Investment Management
Massachusetts
– – -10,000 Closed
Capstone Investment Advisors
378
Capstone Investment Advisors
New York
– – -9,848 Closed
TFA
379
Toth Financial Advisory
Virginia
– – -9,250 Closed
TDC
380
Thompson Davis & Co
Virginia
– – -9,090 Closed
MSRPS
381
Maryland State Retirement & Pension System
Maryland
– – -7,132 Closed
SPC
382
Sigma Planning Corp
Michigan
– – -6,838 Closed
RIA
383
Regal Investment Advisors
Michigan
– – -6,220 Closed
ATC
384
Argent Trust Co
Tennessee
– – -5,743 Closed
CCFM
385
Clear Creek Financial Management
Washington
– – -5,599 Closed
BWFA
386
Baltimore-Washington Financial Advisors
Maryland
– – -5,400 Closed
CIP
387
Cornerstone Investment Partners
Georgia
– – -5,352 Closed
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
– – -3,549 Closed
RWMG
389
Redwood Wealth Management Group
New Jersey
– – -1,750 Closed
GI
390
Gradient Investments
Minnesota
– – -805 Closed
AIM
391
Arcadia Investment Management
Michigan
– – -659 Closed
VAG
392
VisionPoint Advisory Group
Texas
– – -523 Closed
RFA
393
Register Financial Advisors
Georgia
– – -400 Closed
SPM
394
Symmetry Peak Management
Pennsylvania
– – -300 Closed
TIM
395
Tortoise Investment Management
New York
– – -200 Closed
BLC
396
Brown, Lisle/Cummings
Rhode Island
– – -185 Closed
KCM
397
Kodai Capital Management
Illinois
– – -146 Closed
NECFA
398
New England Capital Financial Advisors
Connecticut
– – -130 Closed
CJ
399
Caitlin John
Michigan
– – -100 Closed
BFP
400
Briaud Financial Planning
Texas
– – -100 Closed
13 14 15
16
17