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CAVA Group

532 hedge funds and large institutions have $7.97B invested in CAVA Group in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 228 increasing their positions, 138 reducing their positions, and 81 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 (+$161M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
532
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
IP
326
Investment Partners
Ohio
$356K
LOAMU
327
Lombard Odier Asset Management (USA)
New York
$351K
FNT
328
First National Trust
Pennsylvania
$345K
VPIM
329
Vanguard Personalized Indexing Management
California
$338K
SG Americas Securities
330
SG Americas Securities
New York
$338K
CIA
331
Concurrent Investment Advisors
Florida
$335K
ZCI
332
Zevenbergen Capital Investments
Washington
$335K
KWA
333
Kingswood Wealth Advisors
California
$334K
MOS
334
MGO One Seven
Ohio
$331K
CIBC World Market
335
CIBC World Market
Ontario, Canada
$320K
MA
336
Mutual Advisors
Nebraska
$317K
Lido Advisors
337
Lido Advisors
California
$316K
AAS
338
Avantax Advisory Services
Texas
$315K
GCA
339
Greenwood Capital Associates
South Carolina
$313K
TCM
340
Tufton Capital Management
Maryland
$313K
STA
341
Summit Trail Advisors
New York
$311K
Wealthfront Advisers
342
Wealthfront Advisers
California
$310K
ProShare Advisors
343
ProShare Advisors
Maryland
$307K
Envestnet Portfolio Solutions
344
Envestnet Portfolio Solutions
Illinois
$306K
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$305K
Capital World Investors
346
Capital World Investors
California
$305K
RWB
347
RMR Wealth Builders
New Jersey
$300K
RS
348
Rakuten Securities
Japan
$299K
LWAM
349
Legacy Wealth Asset Management
Minnesota
$298K
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
$298K