BROS icon

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 %
PP
401
Paloma Partners
Connecticut
– – -230,611 Closed
MC
402
Maplelane Capital
New York
– – -189,000 Closed
LP
403
LMR Partners
United Kingdom
– – -122,000 Closed
Twin Tree Management
404
Twin Tree Management
Texas
– – -106,154 Closed
RCM
405
Rivermont Capital Management
New York
– – -83,432 Closed
GS
406
GTS Securities
New York
– – -73,924 Closed
PAMP
407
Polar Asset Management Partners
Ontario, Canada
– – -42,800 Closed
Jane Street
408
Jane Street
New York
– – -37,319 Closed
LIP
409
Lighthouse Investment Partners
Florida
– – -33,500 Closed
SI
410
Symmetry Investments
Jersey
– – -29,100 Closed
IMC Chicago
411
IMC Chicago
Illinois
– – -20,776 Closed
PTC
412
Petrus Trust Company
Texas
– – -19,896 Closed
DM
413
Deerfield Management
New York
– – -18,742 Closed
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
– – -15,705 Closed
Walleye Trading
415
Walleye Trading
New York
– – -10,398 Closed
DWM
416
Diversify Wealth Management
Utah
– – -10,232 Closed
HSBC Holdings
417
HSBC Holdings
United Kingdom
– – -7,588 Closed
CC
418
Corton Capital
Ontario, Canada
– – -7,304 Closed
LOAMU
419
Lombard Odier Asset Management (USA)
New York
– – -6,970 Closed
CWA
420
Clearview Wealth Advisors
Oregon
– – -6,761 Closed
CFM
421
Catalyst Funds Management
Australia
– – -1,500 Closed
NC
422
nVerses Capital
Florida
– – -1,200 Closed
AWM
423
Abound Wealth Management
Tennessee
– – -950 Closed
SHIM
424
Stone House Investment Management
Pennsylvania
– – -873 Closed
JPWM
425
Jamison Private Wealth Management
Georgia
– – -833 Closed
14 15 16
17
18