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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
Teacher Retirement System of Texas
326
Teacher Retirement System of Texas
Texas
$368K -$1.17M -8,790 -73%
JIC
327
Johnson Investment Counsel
Ohio
$350K +$22K +165 +6%
RPWA
328
Regent Peak Wealth Advisors
Georgia
$336K
PCM
329
Prelude Capital Management
New York
$336K +$397K +2,976 New
Robeco Institutional Asset Management
330
Robeco Institutional Asset Management
Netherlands
$334K +$395K +2,963 New
OIA
331
OneDigital Investment Advisors
Kansas
$332K -$12.7K -95 -3%
SIM
332
Sentry Investment Management
Wisconsin
$330K -$260K -1,949 -40%
SOW
333
State of Wyoming
Wyoming
$322K +$157K +1,181 +71%
CIA
334
Concurrent Investment Advisors
Florida
$319K +$52.5K +394 +16%
PIA
335
Prakash Investment Advisors
Massachusetts
$313K +$370K +2,775 New
CIBC World Market
336
CIBC World Market
Ontario, Canada
$313K +$370K +2,773 New
Brown Advisory
337
Brown Advisory
Maryland
$306K
Pathstone Holdings
338
Pathstone Holdings
New Jersey
$302K -$8K -60 -2%
BWFA
339
Baltimore-Washington Financial Advisors
Maryland
$300K +$8K +60 +2%
Wolverine Trading
340
Wolverine Trading
Illinois
$298K +$356K +2,670 New
Calamos Advisors
341
Calamos Advisors
Illinois
$296K -$730K -5,473 -68%
VIA
342
Victrix Investment Advisors
Florida
$293K +$346K +2,598 New
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$292K +$98.1K +736 +40%
BPW
344
Bingham Private Wealth
California
$288K +$340K +2,550 New
YCG
345
Yeomans Consulting Group
Georgia
$287K -$298K -2,232 -47%
SPA
346
Sherbrooke Park Advisers
New York
$282K +$334K +2,503 New
HIP
347
HUB Investment Partners
Texas
$282K
TCM
348
Traynor Capital Management
Pennsylvania
$277K -$4.67K -35 -1%
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$276K +$38.5K +289 +13%
Kovitz Investment Group Partners
350
Kovitz Investment Group Partners
Illinois
$275K +$21.9K +164 +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.