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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
MCM
476
MV Capital Management
Maryland
$6.99K
MAM
477
Meeder Asset Management
Ohio
$6.32K -$133 -1 -2%
CSC
478
Caldwell Sutter Capital
California
$5.64K
MBFW
479
Morton Brown Family Wealth
Pennsylvania
$5.64K
BCM
480
Berbice Capital Management
New York
$5.64K +$6.67K +50 New
MAS
481
MPWM Advisory Solutions
Georgia
$5.64K +$6.67K +50 New
MA
482
MCF Advisors
Kentucky
$5.08K -$11.2K -84 -65%
HWA
483
Heritage Wealth Advisors
Virginia
$4.51K
CWM
484
Crowley Wealth Management
Delaware
$4.51K +$5.33K +40 New
PFG
485
Putney Financial Group
California
$4.4K +$5.2K +39 New
RIL
486
Rothschild Investment LLC
Illinois
$4.06K
BAM
487
Bellevue Asset Management
Washington
$4.06K
OLVIG
488
Oliver Lagore Vanvalin Investment Group
Michigan
$3.83K +$4.53K +34 New
CA
489
Continuum Advisory
Idaho
$3.5K -$1.33K -10 -24%
GM
490
GeoWealth Management
Illinois
$3.5K +$1.6K +12 +63%
SAM
491
Smartleaf Asset Management
Massachusetts
$3.01K +$1.33K +10 +59%
TWD
492
True Wealth Design
Ohio
$2.93K -$8.4K -63 -71%
SIS
493
Strategic Investment Solutions
Illinois
$2.93K
PWMG
494
Prestige Wealth Management Group
New Jersey
$2.82K
WWP
495
WR Wealth Planners
Missouri
$2.26K -$1.47K -11 -35%
HWA
496
HHM Wealth Advisors
Tennessee
$2.26K +$2.67K +20 New
FHA
497
First Horizon Advisors
Tennessee
$2.14K
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$1.8K +$1.87K +14 +700%
CFO
499
CVA Family Office
Colorado
$1.69K
JWA
500
JFS Wealth Advisors
Pennsylvania
$1.47K +$1.73K +13 New

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.