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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
AI
401
AdvisorShares Investments
Maryland
$133K +$6.67K +50 +4%
LI
402
LRI Investments
Florida
$121K +$143K +1,073 New
AF
403
Advisornet Financial
Minnesota
$117K -$12.9K -97 -9%
CA
404
Clearstead Advisors
Ohio
$114K -$10.1K -76 -7%
MA
405
Montag & Associates
Georgia
$113K
National Bank of Canada
406
National Bank of Canada
Quebec, Canada
$104K -$524K -3,931 -81%
CFB
407
Cullen/Frost Bankers
Texas
$90.4K +$133 +1 +0.1%
TFGT
408
TS Financial Group (TSFG)
Illinois
$87K +$73.3K +550 +250%
NFSG
409
Newbridge Financial Services Group
Florida
$85.7K +$101K +760 New
FFA
410
Fairfield Financial Advisors
Massachusetts
$76.9K +$90.9K +682 New
EAM
411
Empirical Asset Management
Massachusetts
$76.8K +$5.77M +43,282 New
C
412
Covestor
United Kingdom
$73K -$203K -1,524 -70%
HCM
413
Hollencrest Capital Management
California
$69.1K -$343K -2,569 -81%
AWM
414
Avior Wealth Management
Nebraska
$68.2K +$667 +5 +0.8%
OP
415
ORG Partners
Indiana
$67.7K -$20K -150 -20%
CWM
416
Centricity Wealth Management
Ohio
$66K +$78K +585 New
CMBA
417
C.M. Bidwell & Associates
Hawaii
$64.5K -$2.53K -19 -3%
SWA
418
SOA Wealth Advisors
New York
$64.3K +$27.3K +205 +56%
GWM
419
Geneos Wealth Management
Colorado
$63.3K +$74.8K +561 New
EWA
420
EverSource Wealth Advisors
Alabama
$63.1K +$74.5K +559 New
GWP
421
Gen-Wealth Partners
Michigan
$61.5K
HGERS
422
Householder Group Estate & Retirement Specialist
Arizona
$60K
HI
423
Harbour Investments
Wisconsin
$57K +$25.3K +190 +60%
BFS
424
Burkett Financial Services
South Carolina
$56.4K +$66.7K +500 New
GRP
425
Global Retirement Partners
California
$55.3K +$5.2K +39 +9%

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.