BROS icon

Dutch Bros

231 hedge funds and large institutions have $2.9B invested in Dutch Bros in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+42
Holders Change %
+22.22%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
71
Increased
86
Reduced
45
Closed
29
Calls
$72M
Puts
$79.8M
Net Calls
-$7.78M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
176
Allworth Financial
California
$50.6K +$14.9K +471 +42%
US Bancorp
177
US Bancorp
Minnesota
$46.3K -$4.12K -130 -8%
GRP
178
Global Retirement Partners
California
$45.7K
PA
179
Parallel Advisors
California
$44.8K -$12.7K -400 -22%
AWM
180
Avior Wealth Management
Nebraska
$40.6K +$38.3K +1,208 +1,611%
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$40K +$40K +1,249 New
RhumbLine Advisers
182
RhumbLine Advisers
Massachusetts
$39.7K
Lazard Asset Management
183
Lazard Asset Management
New York
$39K +$34.3K +1,099 +733%
GI
184
Gradient Investments
Minnesota
$36.4K
LC
185
Lindbrook Capital
California
$34.8K
ASN
186
Advisory Services Network
Georgia
$34.7K +$34.7K +1,095 New
CMA
187
Cedar Mountain Advisors
Oregon
$34.6K
CTB
188
Country Trust Bank
Illinois
$28.5K
AAM
189
Advisors Asset Management
Colorado
$27.9K +$2.47K +78 +10%
SHIM
190
Stone House Investment Management
Pennsylvania
$26.2K +$7.13K +225 +37%
WWM
191
Wolff Wiese Magana
California
$24.5K +$9.12K +288 +60%
NCM
192
Northwest Capital Management
Oregon
$22.1K
GC
193
Gould Capital
Washington
$21.7K
NA
194
NewEdge Advisors
Louisiana
$20.9K
HCM
195
Hollencrest Capital Management
California
$19K
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$18.2K -$412 -13 -2%
VNA
197
Valley National Advisers
Pennsylvania
$17K
TWM
198
Tradition Wealth Management
Minnesota
$17K +$17K +550 New
SWM
199
Spire Wealth Management
Virginia
$16.6K +$2.12K +75 +15%
CFGS
200
Concourse Financial Group Securities
Alabama
$15.8K