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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
MHR
426
Matthew Hamilton Rosenberg
$13.8K
PFG
427
Putney Financial Group
California
$13.7K
ACA
428
American Capital Advisory
Idaho
$13.7K
AFG
429
Albion Financial Group
Utah
$13.7K
QWM
430
Quaker Wealth Management
New Jersey
$13.7K
SCM
431
Sterling Capital Management
North Carolina
$12K
HNB
432
Huntington National Bank
Ohio
$11.6K
HI
433
Harbour Investments
Wisconsin
$7.52K
TIM
434
Total Investment Management
Arizona
$7.25K
CI
435
CX Institutional
Indiana
$7K
MCI
436
MRP Capital Investments
Georgia
$6.84K
NCM
437
Northwest Capital Management
Oregon
$6.84K
PCM
438
Palouse Capital Management
Washington
$6.84K
CFS
439
CGC Financial Services
Oregon
$6.7K
AssetMark Inc
440
AssetMark Inc
California
$6.63K
S
441
SignatureFD
Georgia
$6.56K
CMP
442
Coston McIsaac & Partners
Maine
$6K
LWMI
443
Legacy Wealth Management (Idaho)
Idaho
$5.47K
LIS
444
Legacy Investment Solutions
Idaho
$5.47K
FHA
445
First Horizon Advisors
Tennessee
$5.06K
CAL
446
Capital Analysts LLC
Pennsylvania
$5K
WTFG
447
Wood Tarver Financial Group
Idaho
$5K
MAM
448
Meeder Asset Management
Ohio
$4.44K
ME
449
McIlrath & Eck
Washington
$3.76K
TLA
450
Tanglewood Legacy Advisors
Texas
$3.42K