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Dutch Bros

488 hedge funds and large institutions have $7.23B invested in Dutch Bros in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 187 increasing their positions, 143 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:

2.95% less ownership

Funds ownership: 86.31%83.36% (-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
488
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
PS
401
Principal Securities
Iowa
$44.2K
SWP
402
Strategic Wealth Partners
Ohio
$43.3K
VCM
403
Versant Capital Management
Arizona
$42.3K
KWM
404
Kiker Wealth Management
Georgia
$40.2K
DekaBank Deutsche Girozentrale
405
DekaBank Deutsche Girozentrale
Germany
$38K
Kayne Anderson Rudnick Investment Management
406
Kayne Anderson Rudnick Investment Management
California
$35.9K
CFB
407
Cullen/Frost Bankers
Texas
$34.2K
CA
408
Clearstead Advisors
Ohio
$32.1K
RS
409
Rakuten Securities
Japan
$30.6K
EWA
410
EverSource Wealth Advisors
Alabama
$29.8K
OCM
411
Osterweis Capital Management
California
$27.1K
GKIM
412
GW&K Investment Management
Massachusetts
$25K
MCM
413
MAI Capital Management
Ohio
$23.9K
BF
414
BOK Financial
Oklahoma
$22.6K
VNA
415
Valley National Advisers
Pennsylvania
$22K
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$22K
WOSD
417
WFA of San Diego
California
$20.5K
SAM
418
Smartleaf Asset Management
Massachusetts
$18.5K
Mitsubishi UFJ Asset Management
419
Mitsubishi UFJ Asset Management
Japan
$17.8K
ICM
420
Islay Capital Management
Texas
$17.1K
MTC
421
Matrix Trust Company
Colorado
$16K
MA
422
MCF Advisors
Kentucky
$15.6K
NRG
423
Nemes Rush Group
Michigan
$14.5K
BIG
424
Brooklyn Investment Group
New York
$14.2K
AIA
425
Arcadia Investment Advisors
Idaho
$13.9K