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CAVA Group

518 hedge funds and large institutions have $7.87B invested in CAVA Group in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 220 increasing their positions, 114 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 114

8.51% more ownership

Funds ownership: 70.68%79.19% (+8.5%)

4% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 118

1% less funds holding

Funds holding: 521518 (-3)

12% less call options, than puts

Call options by funds: $461M | Put options by funds: $526M

14% less capital invested

Capital invested by funds: $9.14B → $7.87B (-$1.27B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
518
Holders Change
-3
Holders Change %
-0.58%
% of All Funds
6.94%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
123
Increased
220
Reduced
114
Closed
118
Calls
$461M
Puts
$526M
Net Calls
-$64.8M
Net Calls Change
-$61.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
476
Stone House Investment Management
Pennsylvania
$3.46K +$4.34K +40 New
PFG
477
Putney Financial Group
California
$3.37K
HWA
478
HHM Wealth Advisors
Tennessee
$3.37K +$2.06K +19 +95%
BAM
479
Bellevue Asset Management
Washington
$3.11K
RIL
480
Rothschild Investment LLC
Illinois
$3.02K -$108 -1 -3%
PTC
481
Private Trust Company
Ohio
$2.42K +$3.04K +28 New
SIS
482
Strategic Investment Solutions
Illinois
$2.25K
NL
483
NVWM LLC
Pennsylvania
$2.25K +$2.82K +26 New
PWMG
484
Prestige Wealth Management Group
New Jersey
$2.16K
SWIM
485
Smallwood Wealth Investment Management
New Jersey
$1.99K +$2.49K +23 New
MG
486
Mather Group
Illinois
$1.9K +$2.38K +22 New
CFO
487
CVA Family Office
Colorado
$1.81K +$651 +6 +40%
NC
488
North Capital
Utah
$1.55K +$1.95K +18 New
TWD
489
True Wealth Design
Ohio
$1.21K -$1.3K -12 -46%
NB
490
NBT Bank
New York
$1.12K +$1.41K +13 New
RMC
491
Resources Management Corp
Connecticut
$1K
CWM
492
Cranbrook Wealth Management
Michigan
$865
WWM
493
Wolff Wiese Magana
California
$865
BCH
494
Berkshire Capital Holdings
California
$864
SIS
495
Sound Income Strategies
Florida
$864
SCA
496
Stuart Chaussee & Associates
California
$864
SAM
497
Smartleaf Asset Management
Massachusetts
$858 -$1.84K -17 -63%
GEA
498
Glen Eagle Advisors
New Jersey
$778
MEG
499
Millstone Evans Group
Colorado
$778 +$976 +9 New
FFA
500
Frazier Financial Advisors
Ohio
$692

CAVA Hedge Fund Activity: Q1 2025 in Review

518 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CAVA Group (CAVA) for Q1 2025, worth a combined $7.87B — down 14% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CAVA positions and 118 closed out — a net gain of 5 holders — while 220 added to existing stakes and 114 trimmed.

The largest buyer was Jennison Associates, adding an estimated $657M. The largest seller was D.E. Shaw & Co, cutting an estimated $334M.

  • 518 institutional investors held CAVA Group (CAVA) as of Q1 2025, down from 521 in Q4 2024.
  • Funds reported $7.87B of CAVA Group stock for Q1 2025, down 14% quarter-over-quarter.
  • 123 funds opened new CAVA Group positions in Q1 2025 and 118 closed out, a net change of +5 holders.
  • The largest CAVA Group buyer in Q1 2025 was Jennison Associates, an estimated $657M added.
  • The largest CAVA Group seller in Q1 2025 was D.E. Shaw & Co, an estimated $334M sold.

Based on aggregated 13F filings for Q1 2025.