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CAVA Group

534 hedge funds and large institutions have $7.97B invested in CAVA Group in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 228 increasing their positions, 139 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more call options, than puts

Call options by funds: $830M | Put options by funds: $773M

2% more capital invested

Capital invested by funds: $7.81B → $7.97B (+$160M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
534
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$830M
Puts
$773M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
326
Summit Financial Wealth Advisors
Louisiana
$356K
IP
327
Investment Partners
Ohio
$356K
LOAMU
328
Lombard Odier Asset Management (USA)
New York
$351K
FNT
329
First National Trust
Pennsylvania
$345K
VPIM
330
Vanguard Personalized Indexing Management
California
$338K
SG Americas Securities
331
SG Americas Securities
New York
$338K
CIA
332
Concurrent Investment Advisors
Florida
$335K
ZCI
333
Zevenbergen Capital Investments
Washington
$335K
KWA
334
Kingswood Wealth Advisors
California
$334K
MOS
335
MGO One Seven
Ohio
$331K
CIBC World Market
336
CIBC World Market
Ontario, Canada
$320K
MA
337
Mutual Advisors
Nebraska
$317K
Lido Advisors
338
Lido Advisors
California
$316K
AAS
339
Avantax Advisory Services
Texas
$315K
GCA
340
Greenwood Capital Associates
South Carolina
$313K
TCM
341
Tufton Capital Management
Maryland
$313K
STA
342
Summit Trail Advisors
New York
$311K
Wealthfront Advisers
343
Wealthfront Advisers
California
$310K
ProShare Advisors
344
ProShare Advisors
Maryland
$307K
Envestnet Portfolio Solutions
345
Envestnet Portfolio Solutions
Illinois
$306K
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$305K
Capital World Investors
347
Capital World Investors
California
$305K
RWB
348
RMR Wealth Builders
New Jersey
$300K
RS
349
Rakuten Securities
Japan
$299K
LWAM
350
Legacy Wealth Asset Management
Minnesota
$298K