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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
Mariner
176
Mariner
Kansas
$1.96M
AAS
177
Avantax Advisory Services
Texas
$1.9M
Natixis Advisors
178
Natixis Advisors
Massachusetts
$1.71M
KK
179
KLP Kapitalforvaltning
Norway
$1.71M
BAM
180
Blueshift Asset Management
New Jersey
$1.66M
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$1.66M
FAIM
182
Financial Advocates Investment Management
Washington
$1.65M
IC
183
IEQ Capital
California
$1.65M
Franklin Resources
184
Franklin Resources
California
$1.63M
Comerica Bank
185
Comerica Bank
Texas
$1.59M
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$1.51M
IAN
187
Integrated Advisors Network
Texas
$1.51M
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$1.48M
CCIA
189
Cherry Creek Investment Advisors
Colorado
$1.45M
IAA
190
Independent Advisor Alliance
North Carolina
$1.42M
KAS
191
Kestra Advisory Services
Texas
$1.41M
DTL
192
Dynamic Technology Lab
Singapore
$1.4M
WB
193
WesBanco Bank
West Virginia
$1.38M
RIM
194
Redwood Investment Management
Arizona
$1.36M
PAG
195
Private Advisor Group
New Jersey
$1.36M
LCGC
196
Legacy Capital Group California
California
$1.31M
WG
197
Winton Group
United Kingdom
$1.3M
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M
BCM
199
Bayesian Capital Management
New York
$1.29M
Pictet Asset Management
200
Pictet Asset Management
Switzerland
$1.26M