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CAVA Group

389 hedge funds and large institutions have $7.78B invested in CAVA Group in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 123 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 31

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

40% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 88

34% more funds holding

Funds holding: 291389 (+98)

33% more capital invested

Capital invested by funds: $5.86B → $7.78B (+$1.92B)

26% more call options, than puts

Call options by funds: $493M | Put options by funds: $392M

0.21% more ownership

Funds ownership: 73.36%73.57% (+0.21%)

Holders
389
Holders Change
+98
Holders Change %
+33.68%
% of All Funds
5.62%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
135
Increased
123
Reduced
88
Closed
31
Calls
$493M
Puts
$392M
Net Calls
+$101M
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
251
Trust Investment Advisors
Indiana
$351K +$292K +3,787 New
NWMG
252
National Wealth Management Group
Ohio
$342K
TCWM
253
Total Clarity Wealth Management
Illinois
$341K +$284K +3,680 New
NRD
254
Nebula Research & Development
New York
$341K -$273K -3,533 -49%
M&T Bank
255
M&T Bank
New York
$335K -$4.63K -60 -2%
SW
256
SkyOak Wealth
Michigan
$334K +$278K +3,599 New
Teacher Retirement System of Texas
257
Teacher Retirement System of Texas
Texas
$326K +$271K +3,516 New
Capital World Investors
258
Capital World Investors
California
$310K +$258K +3,337 New
American Century Companies
259
American Century Companies
Missouri
$309K +$257K +3,335 New
RI
260
Ridgewood Investments
New Jersey
$308K
Citigroup
261
Citigroup
New York
$308K -$1.19M -15,376 -82%
NL
262
NWAM LLC
Washington
$304K +$253K +3,283 New
PWM
263
Perigon Wealth Management
California
$304K +$253K +3,279 New
SC
264
Scotia Capital
Ontario, Canada
$301K +$250K +3,243 New
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$295K +$245K +3,177 New
Barclays
266
Barclays
United Kingdom
$291K -$385K -4,984 -61%
IA
267
IFP Advisors
Florida
$290K +$170K +2,208 +241%
HIP
268
HUB Investment Partners
Texas
$282K +$235K +3,045 New
SMC
269
Smith, Moore & Co
Missouri
$279K +$232K +3,007 New
RPWA
270
Regent Peak Wealth Advisors
Georgia
$277K +$230K +2,982 New
JIC
271
Johnson Investment Counsel
Ohio
$273K
Brown Advisory
272
Brown Advisory
Maryland
$271K +$225K +2,917 New
TCM
273
Traynor Capital Management
Pennsylvania
$270K -$91.7K -1,188 -29%
Canada Pension Plan Investment Board
274
Canada Pension Plan Investment Board
Ontario, Canada
$260K -$695K -9,000 -76%
EI
275
Ethic Inc
New York
$259K +$215K +2,791 New

CAVA Hedge Fund Activity: Q2 2024 in Review

389 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CAVA Group (CAVA) for Q2 2024, worth a combined $7.78B — up 33% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new CAVA positions and 31 closed out — a net gain of 104 holders — while 123 added to existing stakes and 88 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $106M. The largest seller was Artal Group, cutting an estimated $232M.

  • 389 institutional investors held CAVA Group (CAVA) as of Q2 2024, up from 291 in Q1 2024.
  • Funds reported $7.78B of CAVA Group stock for Q2 2024, up 33% quarter-over-quarter.
  • 135 funds opened new CAVA Group positions in Q2 2024 and 31 closed out, a net change of +104 holders.
  • The largest CAVA Group buyer in Q2 2024 was Two Sigma Advisers, an estimated $106M added.
  • The largest CAVA Group seller in Q2 2024 was Artal Group, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2024.