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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
SWP
401
Strategic Wealth Partners
Ohio
$43.3K
VCM
402
Versant Capital Management
Arizona
$42.3K
KWM
403
Kiker Wealth Management
Georgia
$40.2K
DekaBank Deutsche Girozentrale
404
DekaBank Deutsche Girozentrale
Germany
$38K
Kayne Anderson Rudnick Investment Management
405
Kayne Anderson Rudnick Investment Management
California
$35.9K
CFB
406
Cullen/Frost Bankers
Texas
$34.2K
CA
407
Clearstead Advisors
Ohio
$32.1K
RS
408
Rakuten Securities
Japan
$30.6K
EWA
409
EverSource Wealth Advisors
Alabama
$29.8K
OCM
410
Osterweis Capital Management
California
$27.1K
GKIM
411
GW&K Investment Management
Massachusetts
$25K
MCM
412
MAI Capital Management
Ohio
$23.9K
BF
413
BOK Financial
Oklahoma
$22.6K
VNA
414
Valley National Advisers
Pennsylvania
$22K
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$22K
WOSD
416
WFA of San Diego
California
$20.5K
SAM
417
Smartleaf Asset Management
Massachusetts
$18.5K
Mitsubishi UFJ Asset Management
418
Mitsubishi UFJ Asset Management
Japan
$17.8K
ICM
419
Islay Capital Management
Texas
$17.1K
MTC
420
Matrix Trust Company
Colorado
$16K
MA
421
MCF Advisors
Kentucky
$15.6K
NRG
422
Nemes Rush Group
Michigan
$14.5K
BIG
423
Brooklyn Investment Group
New York
$14.2K
AIA
424
Arcadia Investment Advisors
Idaho
$13.9K
PFBT
425
Parkside Financial Bank & Trust
Missouri
$13.8K