We are live on ! Find out more
CAVA icon

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
CWM
376
Centurion Wealth Management
Virginia
$216K +$20.5K +154 +9%
EWA
377
EP Wealth Advisors
California
$215K +$254K +1,907 New
US Bancorp
378
US Bancorp
Minnesota
$213K -$11.2K -84 -4%
WSFS
379
Wilmington Savings Fund Society
Delaware
$213K -$55.3K -415 -18%
WP
380
WealthShield Partners
North Carolina
$210K +$13.3K +100 +6%
BW
381
Bison Wealth
Georgia
$208K +$245K +1,840 New
OA
382
Oak Associates
Ohio
$206K +$244K +1,830 New
Lazard Asset Management
383
Lazard Asset Management
New York
$205K -$580K -4,353 -70%
SP
384
Sherman Porfolios
Idaho
$204K +$242K +1,812 New
BRWA
385
B. Riley Wealth Advisors
Florida
$204K -$110K -824 -31%
CFP
386
Cypress Financial Planning
New Jersey
$203K
SPIA
387
Steward Partners Investment Advisory
New York
$202K +$166K +1,248 +229%
NA
388
Nautilus Advisors
California
$202K +$238K +1,787 New
AIM
389
Aigen Investment Management
New York
$201K -$1.15M -8,661 -83%
LSA
390
Leonteq Securities AG
Switzerland
$182K +$215K +1,613 New
TRCT
391
Tower Research Capital (TRC)
New York
$176K -$656K -4,918 -76%
TWC
392
TD Waterhouse Canada
Ontario, Canada
$170K -$572K -4,288 -74%
RDFA
393
Ritter Daniher Financial Advisory
Ohio
$169K
PA
394
PSI Advisors
Florida
$166K +$20K +150 +11%
HFM
395
Harvest Fund Management
China
$160K
CF
396
Corebridge Financial
Texas
$157K -$7.73K -58 -4%
DekaBank Deutsche Girozentrale
397
DekaBank Deutsche Girozentrale
Germany
$140K
KI
398
Kapitalo Investimentos
Brazil
$139K +$165K +1,234 New
VanEck Associates
399
VanEck Associates
New York
$139K -$60.3K -452 -27%
SCM
400
Sterling Capital Management
North Carolina
$138K -$20.3K -152 -11%

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.