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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
JSC
251
Jackson Square Capital
California
$794K -$110K -828 -11%
BT
252
Banque Transatlantique
France
$789K +$15.2M +113,911 New
Creative Planning
253
Creative Planning
Kansas
$787K +$105K +789 +13%
JG
254
Jain Global
New York
$773K +$914K +6,855 New
VI
255
Versor Investments
New York
$769K +$909K +6,814 New
Corient Private Wealth
256
Corient Private Wealth
Florida
$763K +$46K +345 +5%
IWC
257
Integrated Wealth Concepts
Massachusetts
$753K +$38.4K +288 +5%
TC
258
TwinBeech Capital
New York
$736K -$21.5M -161,110 -96%
Truist Financial
259
Truist Financial
North Carolina
$725K +$192K +1,437 +29%
DFCM
260
Dark Forest Capital Management
Puerto Rico
$721K -$2.03M -15,247 -70%
SWP
261
Stratos Wealth Partners
Ohio
$710K +$33.5K +251 +4%
BHCM
262
Brevan Howard Capital Management
Jersey
$710K +$839K +6,290 New
HFS
263
Howard Financial Services
Texas
$699K +$14.5K +109 +2%
PHK
264
Point72 Hong Kong
Hong Kong
$694K +$820K +6,149 New
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$687K +$3.07K +23 +0.4%
KIM
266
Kane Investment Management
California
$686K +$811K +6,084 New
BC
267
Bridgefront Capital
Texas
$678K -$481K -3,607 -37%
MFG
268
Magnus Financial Group
New York
$651K +$90.8K +681 +13%
NWM
269
Napa Wealth Management
California
$626K +$47.3K +355 +7%
GIA
270
Gladstone Institutional Advisory
Florida
$626K -$67.5K -506 -8%
TIA
271
Trust Investment Advisors
Indiana
$619K +$220K +1,647 +43%
GWCM
272
Godshalk Welsh Capital Management
Pennsylvania
$606K
WOC
273
West Oak Capital
California
$605K
KCFA
274
Key Client Fiduciary Advisors
New Jersey
$604K +$26.9K +202 +4%
RWM
275
Rockline Wealth Management
New York
$601K +$4.93K +37 +0.7%

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.