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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 %
ACA
376
Atlas Capital Advisors
Wyoming
$2.57K 49 – –
VWM
377
Venturi Wealth Management
Texas
$2.36K 45 – –
PCFFS
378
Pacific Center for Financial Services
California
$2.15K 41 – –
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$2.15K 41 +41 New
CT
380
Colonial Trust
South Carolina
$1.78K 34 +34 New
SC
381
Stephens Consulting
Michigan
$1.57K 30 – –
SJIM
382
St. Johns Investment Management
Florida
$1.57K 30 – –
TPCW
383
TD Private Client Wealth
New York
$1.31K 25 – –
WOC
384
West Oak Capital
California
$1K 1 – –
CA
385
CoreCap Advisors
Michigan
$943 18 +17 +1,700%
WWP
386
WR Wealth Planners
Missouri
$786 15 – –
TWD
387
True Wealth Design
Ohio
$681 13 +13 New
JWA
388
JFS Wealth Advisors
Pennsylvania
$681 13 +13 New
NS
389
NBC Securities
Alabama
$635 12 -5,534 -100%
SIC
390
SJS Investment Consulting
Ohio
$367 7 +7 New
ACM
391
Anfield Capital Management
California
$262 5 – –
DPW
392
DiNuzzo Private Wealth
Pennsylvania
$158 3 +3 New
LI
393
LRI Investments
Florida
$157 3 – –
1IA
394
1620 Investment Advisors
Massachusetts
$157 3 +3 New
MCM
395
MV Capital Management
Maryland
$53 1 – –
GFPC
396
Global Financial Private Client
Florida
$52 1 +1 New
Balyasny Asset Management
397
Balyasny Asset Management
Illinois
– – -544,682 Closed
CCM
398
Candlestick Capital Management
Connecticut
– – -387,386 Closed
WCA
399
Waratah Capital Advisors
Ontario, Canada
– – -379,360 Closed
TC
400
TwinBeech Capital
New York
– – -271,338 Closed
14 15
16
17 18