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Dutch Bros
BROS

Overview Fund Activity

464 hedge funds and large institutions have $6.19B invested in Dutch Bros in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 166 increasing their positions, 127 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+67
Holders Change %
+16.88%
% of All Funds
6.3%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
114
Increased
166
Reduced
127
Closed
40
Calls
$292M
Puts
$208M
Net Calls
+$83.9M
Net Calls Change
+$57.5M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M
2
Citadel Advisors
Citadel Advisors
Florida
$113M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$70.7M
4
Millennium Management
Millennium Management
New York
$131M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$211M

Top Sellers

1
WA
Wasatch Advisors
Utah
$27.9M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$235M
3
Fidelity International
Fidelity International
Bermuda
$99.4M
4
TCP
TSG Consumer Partners
California
$145M
5
CIA
Concurrent Investment Advisors
Florida
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
176
Cerity Partners
New York
$1.69M +$1.69M +27,337 New
GC
177
Guggenheim Capital
Illinois
$1.68M -$12K -195 -0.7%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$1.67M +$1.45M +23,510 +653%
HCMT
179
Highland Capital Management (Tennessee)
Tennessee
$1.66M +$1.66M +26,915 New
VOYA Investment Management
180
VOYA Investment Management
Georgia
$1.65M -$26.4K -427 -2%
GGHC
181
Gilder Gagnon Howe & Co
New York
$1.65M +$1.65M +26,745 New
Comerica Bank
182
Comerica Bank
Texas
$1.63M -$180K -2,912 -10%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$1.47M +$1.15M +18,671 +366%
FAIM
184
Financial Advocates Investment Management
Washington
$1.46M -$60.7K -983 -4%
KK
185
KLP Kapitalforvaltning
Norway
$1.44M +$43.2K +700 +3%
CP
186
CenterBook Partners
Connecticut
$1.38M +$1.38M +22,382 New
Natixis Advisors
187
Natixis Advisors
Massachusetts
$1.37M +$87.2K +1,413 +7%
SC
188
Savant Capital
Illinois
$1.35M +$1.35M +21,891 New
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$1.32M +$41.9K +678 +3%
CCIA
190
Cherry Creek Investment Advisors
Colorado
$1.31M +$511K +8,282 +64%
RIM
191
Redwood Investment Management
Arizona
$1.31M +$1.31M +21,174 New
TC
192
TwinBeech Capital
New York
$1.3M +$1.3M +20,981 New
SCM
193
Semanteon Capital Management
Massachusetts
$1.29M +$1.29M +20,824 New
PCM
194
Price Capital Management
Louisiana
$1.28M +$1.28M +20,770 New
Franklin Resources
195
Franklin Resources
California
$1.26M +$1.26M +20,407 New
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$1.25M +$46.9K +760 +4%
VI
197
Versor Investments
New York
$1.23M +$97.7K +1,583 +9%
IAA
198
Independent Advisor Alliance
North Carolina
$1.22M +$74.5K +1,207 +7%
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$1.21M +$1.21M +19,622 New
XT
200
XTX Topco
Cayman Islands
$1.2M +$396K +6,417 +49%
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