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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
Universal-Beteiligungs- und Servicegesellschaft
101
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.21M
AG
102
Algert Global
California
$8.08M
CM
103
Castleark Management
Illinois
$7.81M
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$7.79M
SIMG
105
Stephens Investment Management Group
Texas
$7.28M
Walleye Capital
106
Walleye Capital
New York
$7.26M
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$6.91M
Principal Financial Group
108
Principal Financial Group
Iowa
$6.89M
TWC
109
TD Waterhouse Canada
Ontario, Canada
$6.74M
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$6.7M
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$6.67M
TIAA Trust, National Association
112
TIAA Trust, National Association
North Carolina
$6.54M
ECM
113
ExodusPoint Capital Management
New York
$6.47M
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$6.24M
AM
115
AGF Management
Ontario, Canada
$6.21M
EI
116
EAM Investors
California
$5.95M
SFCM
117
Savoir Faire Capital Management
Connecticut
$5.94M
GIP
118
Granite Investment Partners
California
$5.87M
EGI
119
EAM Global Investors
California
$5.77M
PP
120
PDT Partners
New York
$5.72M
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$5.32M
VA
122
VestGen Advisors
Illinois
$5.07M
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$4.78M
HSBC Holdings
124
HSBC Holdings
United Kingdom
$4.66M
MF
125
Magnetar Financial
Illinois
$4.64M