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CAVA Group
CAVA

Overview Fund Activity

445 hedge funds and large institutions have $10.4B invested in CAVA Group in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 156 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+59
Holders Change %
+15.28%
% of All Funds
6.44%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
103
Increased
156
Reduced
135
Closed
41
Calls
$841M
Puts
$862M
Net Calls
-$21M
Net Calls Change
-$122M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$206M
2
Marshall Wace
Marshall Wace
United Kingdom
+$189M
3
BlackRock
BlackRock
New York
+$140M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$118M

Top Sellers

1
AG
Artal Group
Luxembourg
-$743M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$143M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$110M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$108M
5
Capital International Investors
Capital International Investors
California
-$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
401
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.8K – – –
MCM
402
MV Capital Management
Maryland
$7.68K +$248 +2 +3%
MAM
403
Meeder Asset Management
Ohio
$7.06K +$7.06K +57 New
AF
404
Allworth Financial
California
$6.44K +$248 +2 +4%
CSC
405
Caldwell Sutter Capital
California
$6.19K – – –
MBFW
406
Morton Brown Family Wealth
Pennsylvania
$6.19K – – –
HFS
407
Hantz Financial Services
Michigan
$6K +$6K +45 New
CA
408
Continuum Advisory
Idaho
$5.67K +$5.67K +41 New
BCV
409
Banque Cantonale Vaudoise
Switzerland
$5K +$5K +37 New
HWA
410
Heritage Wealth Advisors
Virginia
$4.95K – – –
RIL
411
Rothschild Investment LLC
Illinois
$4.46K +$124 +1 +3%
BAM
412
Bellevue Asset Management
Washington
$4.46K – – –
VWM
413
Venturi Wealth Management
Texas
$4.34K +$4.34K +35 New
S
414
SignatureFD
Georgia
$3.96K +$3.96K +32 New
WWP
415
WR Wealth Planners
Missouri
$3.84K +$124 +1 +3%
SIS
416
Strategic Investment Solutions
Illinois
$3.22K +$3.22K +26 New
PWMG
417
Prestige Wealth Management Group
New Jersey
$3.1K -$1.98K -16 -39%
CHA
418
Carmichael Hill & Associates
Maryland
$3.1K +$3.1K +25 New
FHA
419
First Horizon Advisors
Tennessee
$2.35K +$2.35K +19 New
GM
420
GeoWealth Management
Illinois
$2.35K +$2.35K +19 New
SAM
421
Smartleaf Asset Management
Massachusetts
$2.1K +$1.36K +11 +183%
CPA
422
Clear Point Advisors
New York
$1.98K – – –
CFO
423
CVA Family Office
Colorado
$1.86K – – –
GWSG
424
GPS Wealth Strategies Group
Colorado
$1.49K -$1.61K -13 -52%
SCA
425
Stuart Chaussee & Associates
California
$1.24K – – –
15 16
17
18 19