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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 %
BMSSC
176
B. Metzler seel. Sohn & Co
Germany
$1.24M 23,650 -11,368 -32%
PAG
177
Private Advisor Group
New Jersey
$1.21M 23,088 -1,836 -7%
KK
178
KLP Kapitalforvaltning
Norway
$1.19M 22,700 +22,700 New
FRM
179
Fox Run Management
Connecticut
$1.1M 20,975 -18,104 -46%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$1.09M 20,707 -3,080 -13%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$1.08M 20,702 -2,245 -10%
FC
182
FORA Capital
Florida
$1.08M 20,586 +20,586 New
N
183
Numerai
California
$1.03M 19,643 +2,528 +15%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$1.02M 19,493 – –
IAA
185
Independent Advisor Alliance
North Carolina
$971K 18,535 +462 +3%
VI
186
Versor Investments
New York
$964K 18,400 +10,355 +129%
OIM
187
Orca Investment Management
Oregon
$949K 18,125 -427 -2%
GCP
188
GSA Capital Partners
United Kingdom
$939K 17,921 -10,583 -37%
PCM
189
Penserra Capital Management
California
$906K 17,307 +17,307 New
PCM
190
Prelude Capital Management
New York
$905K 17,285 -17,377 -50%
AFO
191
Arrowroot Family Office
California
$890K 16,992 -267 -2%
SO
192
STRS Ohio
Ohio
$872K 16,639 +16,639 New
Pictet Asset Management
193
Pictet Asset Management
Switzerland
$849K 16,204 +1,629 +11%
IA
194
Inspire Advisors
Idaho
$847K 16,167 -7,266 -31%
HighTower Advisors
195
HighTower Advisors
Illinois
$787K 15,029 -2,395 -14%
TC
196
Taika Capital
Florida
$746K 14,243 +14,243 New
XT
197
XTX Topco
Cayman Islands
$686K 13,098 +13,098 New
VCP
198
Verus Capital Partners
Arizona
$681K 13,009 -150 -1%
CCIA
199
Cherry Creek Investment Advisors
Colorado
$679K 12,971 – –
BCM
200
Becker Capital Management
Oregon
$642K 12,264 +3,510 +40%
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