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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 %
AC
201
AXQ Capital
New Jersey
$616K 11,751 +11,751 New
GCM
202
Graham Capital Management
Connecticut
$612K 11,688 -7,842 -40%
ODIJL
203
One Day In July LLC
Vermont
$602K 11,500 – –
DTL
204
Dynamic Technology Lab
Singapore
$599K 11,427 -44,339 -80%
VHAM
205
Van Hulzen Asset Management
California
$585K 11,170 -1,200 -10%
Creative Planning
206
Creative Planning
Kansas
$585K 11,162 -1,289 -10%
WS
207
Wedbush Securities
California
$583K 11,127 -4,239 -28%
HAM
208
Hedges Asset Management
Nevada
$581K 11,100 -300 -3%
Citigroup
209
Citigroup
New York
$581K 11,097 -1,543 -12%
HIP
210
HUB Investment Partners
Texas
$576K 11,000 – –
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$562K 10,725 +16 +0.1%
CP
212
Camelot Portfolios
Ohio
$560K 10,700 -800 -7%
KMWM
213
Keudell/Morrison Wealth Management
Oregon
$560K 10,691 -345 -3%
BC
214
Bridgefront Capital
Texas
$551K 10,525 -14,504 -58%
YMRC
215
Yorktown Management & Research Company
Virginia
$540K 10,300 +10,300 New
WF
216
WoodTrust Financial
Wisconsin
$529K 10,100 – –
HCP
217
Hexagon Capital Partners
Arkansas
$525K 10,020 – –
QCM
218
Qsemble Capital Management
New York
$518K 9,884 -23,135 -70%
EC
219
EntryPoint Capital
New York
$514K 9,804 -4,966 -34%
PWM
220
Prosperity Wealth Management
California
$502K 9,585 +435 +5%
FCM
221
Fieldview Capital Management
Michigan
$487K 9,295 +9,295 New
CPIG
222
Chicago Partners Investment Group
Illinois
$487K 8,659 +52 +0.6%
GAM
223
Gotham Asset Management
New York
$485K 9,264 +9,264 New
VF
224
Virtu Financial
New York
$482K 9,210 -8,676 -49%
X
225
Xponance
Pennsylvania
$460K 8,779 +1,175 +15%
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