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Dutch Bros
BROS

Overview Fund Activity

397 hedge funds and large institutions have $5.3B invested in Dutch Bros in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 111 increasing their positions, 134 reducing their positions, and 38 closing their positions.

Holders
397
Holders Change
+54
Holders Change %
+15.74%
% of All Funds
5.29%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
101
Increased
111
Reduced
134
Closed
38
Calls
$117M
Puts
$90.2M
Net Calls
+$26.4M
Net Calls Change
+$30.5M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$176M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$341M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$138M
4
Raymond James Financial
4
Raymond James Financial
Florida
$94.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$104M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$28.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$28.8M
3
TCP
3
TSG Consumer Partners
California
$184M
4
Ameriprise
4
Ameriprise
Minnesota
$45.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$43.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$57.7M 1,100,718 -79,634 -7%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$55.1M 1,052,203 +87,104 +9%
CIA
28
Concurrent Investment Advisors
Florida
$53.9M 1,028,605 +782,164 +317%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$49.8M 885,055 +17,402 +2%
ClearBridge Investments
30
ClearBridge Investments
New York
$48.3M 921,267 -53,578 -5%
Man Group
31
Man Group
United Kingdom
$45.5M 869,370 -297,728 -26%
Ameriprise
32
Ameriprise
Minnesota
$45.3M 864,839 -1,249,150 -59%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$43.7M 834,709 -1,148,659 -58%
Northern Trust
34
Northern Trust
Illinois
$41.1M 784,580 +287,942 +58%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$38.3M 731,667 +117,878 +19%
GIP
36
Granite Investment Partners
California
$36.4M 695,430 +407,168 +141%
Charles Schwab
37
Charles Schwab
California
$36.3M 692,956 +5,429 +0.8%
Federated Hermes
38
Federated Hermes
Pennsylvania
$31.7M 604,747 +4,747 +0.8%
Goldman Sachs
39
Goldman Sachs
New York
$31.6M 602,464 +417,359 +225%
Citadel Advisors
40
Citadel Advisors
Florida
$28.8M 550,288 -2,079,639 -79%
Squarepoint
41
Squarepoint
New York
$28.7M 548,127 -185,727 -25%
Marshall Wace
42
Marshall Wace
United Kingdom
$28.6M 546,655 -4,367,847 -89%
Deutsche Bank
43
Deutsche Bank
Germany
$28.6M 546,268 +540,207 +8,913%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$25.7M 490,757 +490,757 New
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$24.9M 476,146 -8,035 -2%
Barclays
46
Barclays
United Kingdom
$22.5M 429,693 +375,943 +699%
FAM
47
Fenimore Asset Management
New York
$21.2M 404,386 -32,592 -7%
William Blair Investment Management
48
William Blair Investment Management
Illinois
$20.6M 392,513 +53,838 +16%
SEI Investments
49
SEI Investments
Pennsylvania
$19.6M 373,465 +10,775 +3%
TI
50
Trexquant Investment
Connecticut
$19.1M 365,384 -63,712 -15%
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