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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
NB
451
NBT Bank
New York
$3.42K
TCOT
452
Trust Company of Toledo
Ohio
$3.42K
ACA
453
Atlas Capital Advisors
Wyoming
$3.35K
CT
454
Clearstead Trust
Maine
$3.28K
HWM
455
Hemington Wealth Management
Virginia
$3K
CIA
456
Cape Investment Advisory
Georgia
$2.87K
PCFFS
457
Pacific Center for Financial Services
California
$2.8K
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$2.46K
SC
459
Stephens Consulting
Michigan
$2.05K
AWM
460
Atticus Wealth Management
Florida
$2.05K
SJIM
461
St. Johns Investment Management
Florida
$2.05K
SC
462
Sawyer & Company
Massachusetts
$2K
TPCW
463
TD Private Client Wealth
New York
$1.71K
TWD
464
True Wealth Design
Ohio
$1.5K
JWA
465
JFS Wealth Advisors
Pennsylvania
$1.5K
HFS
466
Hantz Financial Services
Michigan
$1K
AAP
467
Arax Advisory Partners
Colorado
$821
CPG
468
Cornerstone Planning Group
New Jersey
$747
BCH
469
Berkshire Capital Holdings
California
$684
RFG
470
REAP Financial Group
Texas
$684
BWL
471
Bogart Wealth LLC
Virginia
$684
HI
472
Horizon Investments
North Carolina
$615
AWM
473
Activest Wealth Management
Florida
$547
DPW
474
DiNuzzo Private Wealth
Pennsylvania
$479
CH
475
Cromwell Holdings
Wyoming
$410