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