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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M 10,184,514 +153,070 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$341M 6,516,479 +3,227,435 +98%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$321M 6,137,101 -870,735 -12%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$268M 5,118,265 +627,875 +14%
BlackRock
5
BlackRock
New York
$251M 4,787,829 +196,804 +4%
TCP
6
TSG Consumer Partners
California
$184M 3,508,406 -1,709,563 -33%
Fidelity International
7
Fidelity International
Bermuda
$176M 3,365,745 +3,365,745 New
WA
8
Wasatch Advisors
Utah
$170M 3,240,045 -888,236 -22%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$138M 2,632,100 +2,549,100 +3,071%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$129M 2,470,822 -534,132 -18%
Morgan Stanley
11
Morgan Stanley
New York
$104M 1,983,558 +1,336,379 +206%
JC
12
Joho Capital
New York
$101M 1,919,514 – –
State Street
13
State Street
Massachusetts
$96.5M 1,842,756 +108,110 +6%
AllianceBernstein
14
AllianceBernstein
Tennessee
$95M 1,813,446 -278,738 -13%
Raymond James Financial
15
Raymond James Financial
Florida
$94.5M 1,803,689 +1,803,689 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$94.1M 1,795,485 +22,214 +1%
Renaissance Technologies
17
Renaissance Technologies
New York
$74.6M 1,425,100 +225,300 +19%
Bank of America
18
Bank of America
North Carolina
$71.6M 1,366,322 -1,111,130 -45%
Millennium Management
19
Millennium Management
New York
$67.9M 1,295,545 +90,166 +7%
DCM
20
Driehaus Capital Management
Illinois
$67.1M 1,281,818 -371,943 -22%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$64.8M 1,236,927 +652,534 +112%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$62.8M 1,198,069 +27,214 +2%
Invesco
23
Invesco
Georgia
$61.4M 1,172,823 +8,332 +0.7%
American Century Companies
24
American Century Companies
Missouri
$58.5M 1,116,315 -444,996 -29%
UBS Group
25
UBS Group
Switzerland
$57.7M 1,100,845 +975,699 +780%
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