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Dutch Bros
BROS

Overview Fund Activity

343 hedge funds and large institutions have $3.32B invested in Dutch Bros in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 85 reducing their positions, and 63 closing their positions.

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
73
Increased
140
Reduced
85
Closed
63
Calls
$68.9M
Puts
$73M
Net Calls
-$4.05M
Net Calls Change
-$27.1M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$224M
2
WA
2
Wasatch Advisors
Utah
$132M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$144M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$321M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$63.5M

Top Sellers

1
MGCM
1
Mane Global Capital Management
New York
$0
2
DKCM
2
Davidson Kempner Capital Management
New York
$0
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$12.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
ODIJL
201
One Day In July LLC
Vermont
$368K 11,500 – –
CP
202
Camelot Portfolios
Ohio
$368K 11,500 +11,500 New
HAM
203
Hedges Asset Management
Nevada
$365K 11,400 +2,500 +28%
US Bancorp
204
US Bancorp
Minnesota
$360K 11,224 +922 +9%
DWM
205
Diversify Wealth Management
Utah
$356K 10,232 +171 +2%
USCWA
206
U.S. Capital Wealth Advisors
Texas
$356K 11,100 – –
KMWM
207
Keudell/Morrison Wealth Management
Oregon
$353K 11,036 +490 +5%
HIP
208
HUB Investment Partners
Texas
$352K 11,000 -17,700 -62%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$343K 10,709 -1,775 -14%
SWP
210
Stratos Wealth Partners
Ohio
$343K 10,701 +10,701 New
Walleye Trading
211
Walleye Trading
New York
$333K 10,398 +10,398 New
WF
212
WoodTrust Financial
Wisconsin
$324K 10,100 – –
HCP
213
Hexagon Capital Partners
Arkansas
$321K 10,020 – –
CPIG
214
Chicago Partners Investment Group
Illinois
$299K 8,607 -118 -1%
PWM
215
Prosperity Wealth Management
California
$293K 9,150 +1,150 +14%
BCM
216
Becker Capital Management
Oregon
$280K 8,754 -980 -10%
WI
217
WrapManager Inc
California
$262K 8,165 +1,158 +17%
TWM
218
Triton Wealth Management
Arizona
$261K 8,070 -200 -2%
VI
219
Versor Investments
New York
$258K 8,045 -15,618 -66%
BAM
220
Bullseye Asset Management
Colorado
$256K 8,000 +2,000 +33%
HSBC Holdings
221
HSBC Holdings
United Kingdom
$244K 7,588 -7,256 -49%
X
222
Xponance
Pennsylvania
$244K 7,604 +631 +9%
CC
223
Corton Capital
Ontario, Canada
$234K 7,304 -5,713 -44%
Group One Trading
224
Group One Trading
Illinois
$230K 7,172 -30,781 -81%
RIA
225
RPG Investment Advisory
California
$227K 7,090 +7,090 New
7 8
9
10 11