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CAVA Group

534 hedge funds and large institutions have $7.97B invested in CAVA Group in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 228 increasing their positions, 139 reducing their positions, and 83 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 (+$160M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
534
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
PTC
501
Private Trust Company
Ohio
$3.29K
PWMG
502
Prestige Wealth Management Group
New Jersey
$3.29K
BI
503
Binnacle Investments
Iowa
$3.03K
BAM
504
Bellevue Asset Management
Washington
$3.03K
RIL
505
Rothschild Investment LLC
Illinois
$2.95K
FMP
506
Financial Management Professionals
Texas
$2.27K
SWIM
507
Smallwood Wealth Investment Management
New Jersey
$2.19K
CFB
508
Cullen/Frost Bankers
Texas
$1.77K
NC
509
North Capital
Utah
$1.52K
CIAM
510
Caitong International Asset Management
Hong Kong
$1.43K
SAM
511
Smartleaf Asset Management
Massachusetts
$1.32K
QWM
512
Quaker Wealth Management
New Jersey
$1.26K
CFO
513
CVA Family Office
Colorado
$1.26K
Kayne Anderson Rudnick Investment Management
514
Kayne Anderson Rudnick Investment Management
California
$1.26K
NC
515
NewSquare Capital
Pennsylvania
$1.18K
NB
516
NBT Bank
New York
$1.09K
RMC
517
Resources Management Corp
Connecticut
$1K
PWA
518
Physician Wealth Advisors
Utah
$927
CWM
519
Cranbrook Wealth Management
Michigan
$843
WWM
520
Wolff Wiese Magana
California
$843
SIS
521
Sound Income Strategies
Florida
$842
SCA
522
Stuart Chaussee & Associates
California
$842
BCH
523
Berkshire Capital Holdings
California
$842
CH
524
Cromwell Holdings
Wyoming
$842
RAM
525
Riggs Asset Management
Pennsylvania
$759