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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
AIP
351
Arrowpoint Investment Partners
Singapore
$274K +$324K +2,430 New
ECM
352
Everence Capital Management
Indiana
$271K +$320K +2,400 New
SC
353
Sepio Capital
Utah
$260K
KWA
354
Kingswood Wealth Advisors
California
$260K +$307K +2,306 New
TWM
355
Tradition Wealth Management
Minnesota
$258K +$36K +270 +13%
HGA
356
Hobbs Group Advisors
South Carolina
$256K +$302K +2,268 New
HWM
357
Horizon Wealth Management
Illinois
$254K
MOS
358
MGO One Seven
Ohio
$251K +$7.87K +59 +3%
DP
359
Dearborn Partners
Illinois
$250K
WMA
360
West Michigan Advisors
Michigan
$249K +$294K +2,205 New
RI
361
Ridgewood Investments
New Jersey
$248K -$26.7K -200 -8%
TCM
362
Tufton Capital Management
Maryland
$240K -$20K -150 -7%
LSWP
363
Liberty Square Wealth Partners
Pennsylvania
$236K +$240K +1,800 New
FFA
364
Farther Finance Advisors
California
$235K +$22K +165 +9%
CWMGO
365
Capstone Wealth Management Group (Oregon)
Oregon
$234K +$277K +2,075 New
VPIM
366
Vanguard Personalized Indexing Management
California
$232K +$16.9K +127 +7%
Thrivent Financial for Lutherans
367
Thrivent Financial for Lutherans
Minnesota
$232K -$306K -2,293 -53%
VWA
368
Visionary Wealth Advisors
Illinois
$230K +$27.3K +205 +11%
FFM
369
Forum Financial Management
Illinois
$230K +$271K +2,035 New
SS
370
SBI Securities
Japan
$226K +$267K +2,005 New
TD Asset Management
371
TD Asset Management
Ontario, Canada
$226K -$1.89M -14,200 -88%
FNT
372
First National Trust
Pennsylvania
$226K
PRS
373
Pinkerton Retirement Specialists
Idaho
$222K +$262K +1,968 New
CIAM
374
Caitong International Asset Management
Hong Kong
$221K +$261K +1,961 New
AWA
375
Arete Wealth Advisors
Illinois
$220K +$259K +1,940 New

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.