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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
PCM
451
Peregrine Capital Management
Minnesota
$18K
CB
452
CNB Bank
Pennsylvania
$17.3K
AAG
453
Armstrong Advisory Group
Massachusetts
$17.1K -$13.1K -98 -39%
BIG
454
Brooklyn Investment Group
New York
$16.9K
WA
455
WPG Advisers
Maryland
$14.7K +$17.3K +130 New
PMFA
456
Plante Moran Financial Advisors
Michigan
$14.1K +$16.7K +125 New
HNB
457
Huntington National Bank
Ohio
$13.2K -$20.3K -152 -57%
VWM
458
Venturi Wealth Management
Texas
$13K +$10.7K +80 +229%
LC
459
Lindbrook Capital
California
$12.9K -$933 -7 -6%
SC
460
SouthState Corp
Florida
$12.4K
TCPG
461
Trivant Custom Portfolio Group
California
$12.2K +$1.07K +8 +8%
TFA
462
Toth Financial Advisory
Virginia
$12.1K
APW
463
Aventura Private Wealth
Florida
$12.1K +$14.3K +107 New
MTC
464
Matrix Trust Company
Colorado
$12K +$933 +7 +7%
CWP
465
Concord Wealth Partners
Virginia
$11.9K
HIA
466
Harbor Investment Advisory
Maryland
$11.3K
NA
467
Nordwand Advisors
Pennsylvania
$11.3K
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$11.3K +$13.3K +100 New
FDW
469
Fourth Dimension Wealth
Ohio
$11.3K +$13.3K +100 New
WTA
470
Washington Trust Advisors
Massachusetts
$10.5K
BTI
471
Blue Trust Inc
Georgia
$9.81K +$11.6K +87 New
A
472
AlphaQuest
New York
$8.69K +$10.3K +77 New
BIA
473
Bell Investment Advisors
California
$8.35K +$533 +4 +6%
NWWA
474
New Wave Wealth Advisors
Arkansas
$7.67K +$9.07K +68 New
LWANC
475
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.11K

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.