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CAVA Group

445 hedge funds and large institutions have $10.4B invested in CAVA Group in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 156 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+59
Holders Change %
+15.28%
% of All Funds
6.44%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
103
Increased
156
Reduced
135
Closed
41
Calls
$841M
Puts
$862M
Net Calls
-$21M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
301
Wilmington Savings Fund Society
Delaware
$286K +$286K +2,306 New
Nomura Asset Management
302
Nomura Asset Management
Japan
$285K +$285K +2,301 New
Amundi
303
Amundi
France
$284K +$284K +2,151 New
TCM
304
Tufton Capital Management
Maryland
$282K +$282K +2,275 New
HWM
305
Horizon Wealth Management
Illinois
$279K
DP
306
Dearborn Partners
Illinois
$275K +$5.57K +45 +2%
C
307
Covestor
United Kingdom
$269K +$242K +1,956 +914%
MOS
308
MGO One Seven
Ohio
$268K +$268K +2,167 New
PWM
309
Perigon Wealth Management
California
$268K -$138K -1,118 -34%
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$267K +$44.5K +359 +20%
GLA
311
Good Life Advisors
Pennsylvania
$256K +$256K +2,066 New
TWM
312
Tradition Wealth Management
Minnesota
$250K +$250K +2,015 New
FNT
313
First National Trust
Pennsylvania
$248K +$248K +2,000 New
US Bancorp
314
US Bancorp
Minnesota
$245K -$77.9K -629 -24%
DCM
315
Dudley Capital Management
Virginia
$245K +$245K +1,975 New
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$242K +$3.72K +35 +2%
MWM
317
Meridian Wealth Management
Kentucky
$241K +$241K +1,942 New
VPIM
318
Vanguard Personalized Indexing Management
California
$239K +$239K +1,932 New
FFA
319
Farther Finance Advisors
California
$237K +$14K +113 +6%
VanEck Associates
320
VanEck Associates
New York
$230K -$554K -4,058 -71%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$229K +$158K +1,274 +220%
VWA
322
Visionary Wealth Advisors
Illinois
$227K +$227K +1,830 New
CFP
323
Cypress Financial Planning
New Jersey
$223K +$223K +1,800 New
ZCI
324
Zevenbergen Capital Investments
Washington
$220K -$861K -6,950 -80%
WP
325
WealthShield Partners
North Carolina
$218K +$218K +1,764 New