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CAVA Group

521 hedge funds and large institutions have $9.14B invested in CAVA Group in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 206 increasing their positions, 123 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 50

67% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 123

16% more funds holding

Funds holding: 449521 (+72)

0% less call options, than puts

Call options by funds: $718M | Put options by funds: $721M

3.42% less ownership

Funds ownership: 74.09%70.68% (-3.4%)

13% less capital invested

Capital invested by funds: $10.5B → $9.14B (-$1.36B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
521
Holders Change
+72
Holders Change %
+16.04%
% of All Funds
6.86%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
132
Increased
206
Reduced
123
Closed
50
Calls
$718M
Puts
$721M
Net Calls
-$3.08M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$1.05M +$1.24M +9,322 New
TCM
227
Twin Capital Management
Pennsylvania
$1.05M -$1.02M -7,622 -45%
M&T Bank
228
M&T Bank
New York
$1.04M +$388K +2,906 +46%
KJHP
229
K.J. Harrison & Partners
Ontario, Canada
$1.04M -$267K -2,000 -18%
WorldQuant Millennium Advisors
230
WorldQuant Millennium Advisors
New York
$1.01M +$1.19M +8,929 New
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$998K +$611K +4,579 +107%
RPGK
232
Retirement Planning Group (Kansas)
Kansas
$991K
EWA
233
Emergent Wealth Advisors
New York
$989K +$125K +937 +12%
CAMG
234
CWA Asset Management Group
Florida
$980K +$1.16M +8,687 New
YIH
235
Y-Intercept (HK)
Hong Kong
$963K +$1.14M +8,535 New
DK
236
DJE Kapital
Germany
$951K +$1.13M +8,500 New
BL
237
BFSG LLC
California
$925K -$16.5K -124 -1%
MMA
238
Miracle Mile Advisors
California
$913K +$22.7K +170 +2%
AC
239
AXQ Capital
New Jersey
$911K +$1.08M +8,080 New
MML Investors Services
240
MML Investors Services
Massachusetts
$885K +$736K +5,519 +237%
HAG
241
HighPoint Advisor Group
Illinois
$883K +$30.4K +228 +3%
QWM
242
Quadcap Wealth Management
Texas
$882K -$16.9K -127 -2%
OAM
243
Oxford Asset Management
United Kingdom
$874K +$699K +5,241 +209%
NIP
244
Nicholas Investment Partners
California
$865K
AWS
245
Atria Wealth Solutions
New York
$858K +$166K +1,245 +20%
Bank of Nova Scotia
246
Bank of Nova Scotia
Ontario, Canada
$836K -$71M -532,586 -99%
LOIM
247
Liberty One Investment Management
Illinois
$836K -$788K -5,906 -44%
SO
248
STRS Ohio
Ohio
$821K +$135K +1,011 +16%
SWM
249
SeaCrest Wealth Management
New York
$814K -$22.5K -169 -2%
GAM
250
Gotham Asset Management
New York
$806K -$732K -5,493 -43%

CAVA Hedge Fund Activity: Q4 2024 in Review

521 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CAVA Group (CAVA) for Q4 2024, worth a combined $9.14B — down 13% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new CAVA positions and 50 closed out — a net gain of 82 holders — while 206 added to existing stakes and 123 trimmed.

The largest buyer was Jennison Associates, adding an estimated $327M. The largest seller was Artal Group, cutting an estimated $1.07B.

  • 521 institutional investors held CAVA Group (CAVA) as of Q4 2024, up from 449 in Q3 2024.
  • Funds reported $9.14B of CAVA Group stock for Q4 2024, down 13% quarter-over-quarter.
  • 132 funds opened new CAVA Group positions in Q4 2024 and 50 closed out, a net change of +82 holders.
  • The largest CAVA Group buyer in Q4 2024 was Jennison Associates, an estimated $327M added.
  • The largest CAVA Group seller in Q4 2024 was Artal Group, an estimated $1.07B sold.

Based on aggregated 13F filings for Q4 2024.