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CAVA Group

515 hedge funds and large institutions have $9.14B invested in CAVA Group in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 203 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+70
Holders Change %
+15.73%
% of All Funds
6.85%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
129
Increased
203
Reduced
123
Closed
49
Calls
$718M
Puts
$721M
Net Calls
-$3.08M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
351
Kingswood Wealth Advisors
California
$260K +$260K +2,306 New
TWM
352
Tradition Wealth Management
Minnesota
$258K +$30.5K +270 +13%
HGA
353
Hobbs Group Advisors
South Carolina
$256K +$256K +2,268 New
HWM
354
Horizon Wealth Management
Illinois
$254K
MOS
355
MGO One Seven
Ohio
$251K +$6.66K +59 +3%
DP
356
Dearborn Partners
Illinois
$250K
WMA
357
West Michigan Advisors
Michigan
$249K +$249K +2,205 New
RI
358
Ridgewood Investments
New Jersey
$248K -$22.6K -200 -8%
TCM
359
Tufton Capital Management
Maryland
$240K -$16.9K -150 -7%
LSWP
360
Liberty Square Wealth Partners
Pennsylvania
$236K +$236K +1,800 New
FFA
361
Farther Finance Advisors
California
$235K +$18.6K +165 +9%
CWMGO
362
Capstone Wealth Management Group (Oregon)
Oregon
$234K +$234K +2,075 New
VPIM
363
Vanguard Personalized Indexing Management
California
$232K +$14.3K +127 +7%
Thrivent Financial for Lutherans
364
Thrivent Financial for Lutherans
Minnesota
$232K -$259K -2,293 -53%
VWA
365
Visionary Wealth Advisors
Illinois
$230K +$23.1K +205 +11%
FFM
366
Forum Financial Management
Illinois
$230K +$230K +2,035 New
SS
367
SBI Securities
Japan
$226K +$226K +2,005 New
TD Asset Management
368
TD Asset Management
Ontario, Canada
$226K -$1.6M -14,200 -88%
FNT
369
First National Trust
Pennsylvania
$226K
PRS
370
Pinkerton Retirement Specialists
Idaho
$222K +$222K +1,968 New
CIAM
371
Caitong International Asset Management
Hong Kong
$221K +$221K +1,961 New
AWA
372
Arete Wealth Advisors
Illinois
$220K +$220K +1,940 New
CWM
373
Centurion Wealth Management
Virginia
$216K +$17.4K +154 +9%
EWA
374
EP Wealth Advisors
California
$215K +$215K +1,907 New
US Bancorp
375
US Bancorp
Minnesota
$213K -$9.48K -84 -4%