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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
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$453K +$416K +3,117 +346%
EMAM
302
Encompass More Asset Management
California
$452K +$534K +4,007 New
ADIM
303
Alpha DNA Investment Management
Maryland
$441K -$15.1K -113 -3%
1M
304
1248 Management
Missouri
$438K +$518K +3,883 New
SAM
305
S.A. Mason
Michigan
$431K +$510K +3,821 New
CGIM
306
Cannon Global Investment Management
Florida
$429K +$507K +3,800 New
LAM
307
LECAP Asset Management
United Kingdom
$426K -$173K -1,299 -26%
TCWM
308
Total Clarity Wealth Management
Illinois
$424K -$26.5K -199 -5%
RIP
309
Reliant Investment Partners
North Carolina
$416K +$492K +3,690 New
NWMG
310
National Wealth Management Group
Ohio
$416K
PCM
311
Polymer Capital Management
New York
$415K +$490K +3,677 New
Jones Financial Companies
312
Jones Financial Companies
Missouri
$406K +$379K +2,845 +377%
IFG
313
Independent Financial Group
California
$405K +$56.3K +422 +13%
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$401K -$211K -1,586 -31%
DS
315
DRW Securities
Illinois
$395K -$186K -1,396 -29%
AAS
316
Avantax Advisory Services
Texas
$392K +$464K +3,479 New
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$390K +$23.2K +174 +5%
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$388K +$26.8K +201 +6%
KBC Group
319
KBC Group
Belgium
$387K +$245K +1,835 +115%
NL
320
NWAM LLC
Washington
$385K +$6K +45 +1%
CCS
321
Concentric Capital Strategies
Connecticut
$383K -$305K -2,285 -40%
WIA
322
World Investment Advisors
California
$378K +$447K +3,355 New
XT
323
XTX Topco
Cayman Islands
$378K -$445K -3,334 -50%
CWIG
324
Chung Wu Investment Group
Texas
$372K +$440K +3,300 New
RS
325
Rakuten Securities
Japan
$369K +$272K +2,040 +165%

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.