We are live on ! Find out more
CAVA icon

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
FAIM
276
Financial Advocates Investment Management
Washington
$257K +$214K +2,776 New
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$257K +$214K +2,776 New
IFG
278
Independent Financial Group
California
$245K +$204K +2,641 New
US Bancorp
279
US Bancorp
Minnesota
$242K -$177K -2,298 -47%
BWFA
280
Baltimore-Washington Financial Advisors
Maryland
$241K +$201K +2,600 New
OIA
281
OneDigital Investment Advisors
Kansas
$230K +$192K +2,481 New
AI
282
AdvisorShares Investments
Maryland
$224K
MC
283
Moors & Cabot
Massachusetts
$218K -$69.3K -898 -28%
NFSG
284
Newbridge Financial Services Group
Florida
$214K -$97.7K -1,265 -35%
SC
285
Sepio Capital
Utah
$214K +$178K +2,303 New
BIM
286
Baldwin Investment Management
Pennsylvania
$212K +$177K +2,290 New
HWM
287
Horizon Wealth Management
Illinois
$209K +$174K +2,255 New
Kovitz Investment Group Partners
288
Kovitz Investment Group Partners
Illinois
$208K -$74.6K -966 -30%
AQR Capital Management
289
AQR Capital Management
Connecticut
$208K +$173K +2,239 New
CIP
290
Convergence Investment Partners
Florida
$208K +$173K +2,239 New
GIA
291
Gladstone Institutional Advisory
Florida
$204K -$114K -1,480 -40%
DP
292
Dearborn Partners
Illinois
$202K +$168K +2,174 New
FFA
293
Farther Finance Advisors
California
$172K -$15.7K -203 -10%
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$166K +$28.3K +366 +26%
RA
295
RiverPark Advisors
New York
$141K -$13.7K -177 -10%
CF
296
Corebridge Financial
Texas
$139K +$116K +1,501 New
RDFA
297
Ritter Daniher Financial Advisory
Ohio
$139K
PA
298
PSI Advisors
Florida
$135K +$40.8K +528 +57%
CMBA
299
C.M. Bidwell & Associates
Hawaii
$133K
GWP
300
Gen-Wealth Partners
Michigan
$116K

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.