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Dutch Bros
BROS

Overview Fund Activity

484 hedge funds and large institutions have $7.22B invested in Dutch Bros in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 65 closing their positions.

Holders
484
Holders Change
+20
Holders Change %
+4.31%
% of All Funds
6.5%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
187
Reduced
141
Closed
65
Calls
$140M
Puts
$176M
Net Calls
-$35.5M
Net Calls Change
-$119M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$172M
2
BlackRock
2
BlackRock
New York
$446M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$775M
4
Norges Bank
4
Norges Bank
Norway
$93.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$496M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$42M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.7M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$289M
4
Millennium Management
4
Millennium Management
New York
$90M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CT
451
Clearstead Trust
Maine
$3.28K 48 -16 -25%
HWM
452
Hemington Wealth Management
Virginia
$3K 52 +23 +79%
CIA
453
Cape Investment Advisory
Georgia
$2.87K 42 – –
PCFFS
454
Pacific Center for Financial Services
California
$2.8K 41 – –
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$2.46K 36 -8 -18%
SC
456
Stephens Consulting
Michigan
$2.05K 30 – –
AWM
457
Atticus Wealth Management
Florida
$2.05K 30 +30 New
SJIM
458
St. Johns Investment Management
Florida
$2.05K 30 – –
SC
459
Sawyer & Company
Massachusetts
$2K 30 +10 +50%
TPCW
460
TD Private Client Wealth
New York
$1.71K 25 -46 -65%
TWD
461
True Wealth Design
Ohio
$1.51K 22 -410 -95%
JWA
462
JFS Wealth Advisors
Pennsylvania
$1.51K 22 – –
HFS
463
Hantz Financial Services
Michigan
$1K 18 +14 +350%
AAP
464
Arax Advisory Partners
Colorado
$821 12 – –
CPG
465
Cornerstone Planning Group
New Jersey
$747 13 +13 New
BCH
466
Berkshire Capital Holdings
California
$684 10 -104,270 -100%
RFG
467
REAP Financial Group
Texas
$684 10 – –
BWL
468
Bogart Wealth LLC
Virginia
$684 10 +3 +43%
HI
469
Horizon Investments
North Carolina
$615 9 +9 New
AWM
470
Activest Wealth Management
Florida
$547 8 -5 -38%
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$479 7 -2 -22%
CH
472
Cromwell Holdings
Wyoming
$410 6 – –
ACM
473
Anfield Capital Management
California
$342 5 – –
SIC
474
SJS Investment Consulting
Ohio
$274 4 -3 -43%
MCM
475
Manchester Capital Management
Vermont
$274 4 +4 New
17 18
19
20 21