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CAVA Group

532 hedge funds and large institutions have $7.97B invested in CAVA Group in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 228 increasing their positions, 138 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more call options, than puts

Call options by funds: $830M | Put options by funds: $773M

2% more capital invested

Capital invested by funds: $7.81B → $7.97B (+$161M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$830M
Puts
$773M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
476
Washington Trust Advisors
Massachusetts
$7.83K
IHWM
477
Iron Horse Wealth Management
Iowa
$7.58K
NSIM
478
North Star Investment Management
Illinois
$6.99K
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$6.91K
AAS
480
Ameritas Advisory Services
Nebraska
$6.91K
TFA
481
Toth Financial Advisory
Virginia
$5.64K
DWM
482
Dogwood Wealth Management
Kansas
$5.52K
TPCW
483
TD Private Client Wealth
New York
$5.47K
FLFS
484
Family Legacy Financial Solutions
North Carolina
$5.47K
EWA
485
EverSource Wealth Advisors
Alabama
$5.22K
BIA
486
Bell Investment Advisors
California
$5.14K
MCM
487
MV Capital Management
Maryland
$5.05K
Bessemer Group
488
Bessemer Group
New Jersey
$5K
PFBT
489
Parkside Financial Bank & Trust
Missouri
$4.89K
QL
490
Quarry LP
New York
$4.63K
WSFS
491
Wilmington Savings Fund Society
Delaware
$4.38K
CVM
492
Cheviot Value Management
California
$4.25K
MBFW
493
Morton Brown Family Wealth
Pennsylvania
$4.21K
CTC
494
Central Trust Company
Missouri
$4.21K
MA
495
MCF Advisors
Kentucky
$3.79K
CWM
496
Crowley Wealth Management
Delaware
$3.37K
HWA
497
Heritage Wealth Advisors
Virginia
$3.37K
HWA
498
HHM Wealth Advisors
Tennessee
$3.29K
PTC
499
Private Trust Company
Ohio
$3.29K
PWMG
500
Prestige Wealth Management Group
New Jersey
$3.29K