We are live on ! Find out more
BROS icon

Dutch Bros
BROS

120 hedge funds and large institutions have $721M invested in Dutch Bros in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

54.72% more ownership

Funds ownership: 0% → 54.72% (+55%)

29% less call options, than puts

Call options by funds: $9.62M | Put options by funds: $13.5M

Holders
120
Holders Change
+120
Holders Change %
–
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
120
Increased
–
Reduced
–
Closed
–
Calls
$9.62M
Puts
$13.5M
Net Calls
-$3.84M
Net Calls Change
-$3.84M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$72.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$69.2M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$45.8M
5
Franklin Resources
Franklin Resources
California
+$36.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
76
Keudell/Morrison Wealth Management
Oregon
$271K +$297K +6,245 New
CF
77
CNA Financial
Illinois
$265K +$291K +6,126 New
IA
78
Insight Advisors
Pennsylvania
$222K +$151K +3,180 New
M&T Bank
79
M&T Bank
New York
$204K +$224K +4,707 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$203K +$222K +4,681 New
CG
81
Cutler Group
California
$163K +$179K +3,766 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$82K +$91.1K +1,917 New
FWM
83
Focused Wealth Management
New York
$69K +$76K +1,600 New
US Bancorp
84
US Bancorp
Minnesota
$64K +$70.5K +1,483 New
HI
85
Harbour Investments
Wisconsin
$44K +$47.9K +1,008 New
UBS Group
86
UBS Group
Switzerland
$44K +$48K +1,011 New
GI
87
Gradient Investments
Minnesota
$43K +$46.8K +985 New
AWA
88
Arkadios Wealth Advisors
Georgia
$42K +$47K +989 New
CTB
89
Country Trust Bank
Illinois
$39K +$42.8K +900 New
SPIA
90
Steward Partners Investment Advisory
New York
$32K +$35.6K +750 New
CMA
91
Cedar Mountain Advisors
Oregon
$29K +$32.1K +676 New
AF
92
Allworth Financial
California
$28K +$30.9K +650 New
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$25K +$27.7K +583 New
DTIM
94
Danda Trouve Investment Management
Kansas
$24K +$25.8K +543 New
SBL
95
Sargent Bickham Lagudis
Colorado
$18K +$19.8K +417 New
GGHC
96
Gilder Gagnon Howe & Co
New York
$17K +$18.1K +382 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$15K +$16K +337 New
CWA
98
Clearview Wealth Advisors
Oregon
$13K +$14K +294 New
TCWA
99
Ten Capital Wealth Advisors
Washington
$11K +$12.6K +265 New
ICM
100
Islay Capital Management
Texas
$10K +$10.7K +225 New
1 2 3
4
5

BROS Hedge Fund Activity: Q3 2021 in Review

120 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q3 2021, worth a combined $721M.

Buyers outnumbered sellers: 120 funds opened new BROS positions and 0 closed out — a net gain of 120 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $124M.

  • 120 institutional investors held Dutch Bros (BROS) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $721M of Dutch Bros stock for Q3 2021.
  • 120 funds opened new Dutch Bros positions in Q3 2021 and 0 closed out, a net change of +120 holders.
  • The largest Dutch Bros buyer in Q3 2021 was Fidelity Investments, an estimated $124M added.

Based on aggregated 13F filings for Q3 2021.