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Dutch Bros

148 hedge funds and large institutions have $4.2B invested in Dutch Bros in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more capital invested

Capital invested by funds: $721M → $4.2B (+$3.48B)

184.67% more ownership

Funds ownership: 54.72%239.4% (+185%)

150% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 20

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

23% more funds holding

Funds holding: 120148 (+28)

11% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $37.6M

Holders
148
Holders Change
+28
Holders Change %
+23.33%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
64
Increased
50
Reduced
20
Closed
35
Calls
$41.8M
Puts
$37.6M
Net Calls
+$4.28M
Net Calls Change
+$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
101
Cherry Creek Investment Advisors
Colorado
$211K +$230K +4,136 New
Walleye Trading
102
Walleye Trading
New York
$164K +$179K +3,219 New
GGHC
103
Gilder Gagnon Howe & Co
New York
$160K +$153K +2,756 +721%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$160K +$174K +3,140 New
CG
105
Cutler Group
California
$157K -$37.6K -677 -18%
FWM
106
Focused Wealth Management
New York
$116K +$37.8K +680 +43%
CWA
107
Clearview Wealth Advisors
Oregon
$101K +$93.5K +1,685 +573%
US Bancorp
108
US Bancorp
Minnesota
$81K +$6.11K +110 +7%
NFSG
109
Newbridge Financial Services Group
Florida
$51K +$55.5K +1,000 New
GI
110
Gradient Investments
Minnesota
$50K
CTB
111
Country Trust Bank
Illinois
$46K
KIG
112
Kessler Investment Group
Indiana
$39K +$43K +775 New
AF
113
Allworth Financial
California
$37K +$4.28K +77 +12%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$39.7K +715 New
NFG
115
Next Financial Group
Texas
$35K +$33K +595 +595%
CMA
116
Cedar Mountain Advisors
Oregon
$34K
GWS
117
Glassman Wealth Services
Virginia
$25K +$27.8K +500 New
NIC
118
Northwest Investment Counselors
Oregon
$22K +$23.7K +427 New
SBL
119
Sargent Bickham Lagudis
Colorado
$21K
SN
120
Sittner & Nelson
Oregon
$21K +$12.2K +220 +110%
TFS
121
TrustCore Financial Services
Tennessee
$20K +$11.1K +200 +100%
GWSG
122
GPS Wealth Strategies Group
Colorado
$20K +$22.2K +400 New
RPCONE
123
Retirement Planning Company of New England
Rhode Island
$20K +$22.5K +405 New
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$19K +$2.28K +41 +12%
TCWA
125
Ten Capital Wealth Advisors
Washington
$19K +$5.55K +100 +38%