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CAVA Group

511 hedge funds and large institutions have $7.81B invested in CAVA Group in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 214 increasing their positions, 114 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-4
Holders Change %
-0.78%
% 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
214
Reduced
114
Closed
117
Calls
$461M
Puts
$526M
Net Calls
-$64.8M
Net Calls Change
-$61.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
601
EP Wealth Advisors
California
-$215K -1,907 Closed
WP
602
WealthShield Partners
North Carolina
-$210K -1,864 Closed
Lazard Asset Management
603
Lazard Asset Management
New York
-$205K -1,832 Closed
LSWP
604
Liberty Square Wealth Partners
Pennsylvania
-$236K -1,800 Closed
CFP
605
Cypress Financial Planning
New Jersey
-$203K -1,800 Closed
AIM
606
Aigen Investment Management
New York
-$201K -1,782 Closed
HFM
607
Harvest Fund Management
China
-$160K -1,422 Closed
KI
608
Kapitalo Investimentos
Brazil
-$139K -1,234 Closed
FFA
609
Fairfield Financial Advisors
Massachusetts
-$76.9K -682 Closed
AWM
610
Avior Wealth Management
Nebraska
-$68.2K -605 Closed
CMBA
611
C.M. Bidwell & Associates
Hawaii
-$64.5K -572 Closed
GWP
612
Gen-Wealth Partners
Michigan
-$61.5K -545 Closed
RS
613
R Squared
Hong Kong
-$48.5K -430 Closed
SIC
614
SJS Investment Consulting
Ohio
-$43.4K -385 Closed
AIM
615
Arcadia Investment Management
Michigan
-$25.3K -224 Closed
CJ
616
Caitlin John
Michigan
-$22.6K -200 Closed
VWM
617
Venturi Wealth Management
Texas
-$13K -115 Closed
NWWA
618
New Wave Wealth Advisors
Arkansas
-$7.67K -68 Closed
CSC
619
Caldwell Sutter Capital
California
-$5.64K -50 Closed
BCM
620
Berbice Capital Management
New York
-$5.64K -50 Closed
MAS
621
MPWM Advisory Solutions
Georgia
-$5.64K -50 Closed
GM
622
GeoWealth Management
Illinois
-$3.5K -31 Closed
CA
623
Continuum Advisory
Idaho
-$3.5K -31 Closed
GWSG
624
GPS Wealth Strategies Group
Colorado
-$1.35K -12 Closed
PWM
625
Parkworth Wealth Management
California
-$113 -1 Closed