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
KBC Group
301
KBC Group
Belgium
$105K +$87.6K +1,135 New
CA
302
Clearstead Advisors
Ohio
$101K +$5.87K +76 +8%
SIC
303
SJS Investment Consulting
Ohio
$99.5K +$82.8K +1,073 New
SOW
304
State of Wyoming
Wyoming
$93.5K +$77.8K +1,008 New
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$93K
MA
306
Montag & Associates
Georgia
$92.8K
HCM
307
Hollencrest Capital Management
California
$86.4K -$163K -2,116 -69%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$81.2K +$33.4K +433 +98%
WOC
309
West Oak Capital
California
$80.9K +$67.3K +872 New
HGERS
310
Householder Group Estate & Retirement Specialist
Arizona
$62K +$32.7K +424 +170%
TFA
311
Toth Financial Advisory
Virginia
$56.2K -$69.5K -900 -60%
AWM
312
Avior Wealth Management
Nebraska
$55.6K
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$54K +$5.63K +73 +14%
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$52.3K -$31.6K -410 -43%
AF
315
Advisornet Financial
Minnesota
$49.3K +$40.3K +522 +5,220%
HFM
316
Harvest Fund Management
China
$48K +$40.2K +521 New
SWA
317
SOA Wealth Advisors
New York
$46.4K +$38.6K +500 New
PS
318
Principal Securities
Iowa
$41.7K -$154K -2,000 -82%
BWL
319
Bogart Wealth LLC
Virginia
$40.8K -$4.01K -52 -11%
AAG
320
Armstrong Advisory Group
Massachusetts
$38K +$31.6K +410 New
HT
321
Headlands Technologies
Illinois
$37.4K +$31.1K +403 New
MSFP
322
Mark Sheptoff Financial Planning
Connecticut
$36K +$30K +388 New
SPIA
323
Steward Partners Investment Advisory
New York
$35.7K
MG
324
Mather Group
Illinois
$34.2K +$37.7K +488 New
RS
325
Rakuten Securities
Japan
$34.1K +$28.3K +367 +36,700%

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.