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CAVA Group

389 hedge funds and large institutions have $7.78B invested in CAVA Group in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 123 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 31

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

40% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 88

34% more funds holding

Funds holding: 291389 (+98)

33% more capital invested

Capital invested by funds: $5.86B → $7.78B (+$1.92B)

26% more call options, than puts

Call options by funds: $493M | Put options by funds: $392M

0.21% more ownership

Funds ownership: 73.36%73.57% (+0.21%)

Holders
389
Holders Change
+98
Holders Change %
+33.68%
% of All Funds
5.62%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
135
Increased
123
Reduced
88
Closed
31
Calls
$493M
Puts
$392M
Net Calls
+$101M
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
201
TD Waterhouse Canada
Ontario, Canada
$733K +$491K +6,363 +9,090%
EWA
202
Emergent Wealth Advisors
New York
$729K -$67.9K -880 -10%
SWP
203
Stratos Wealth Partners
Ohio
$725K +$276K +3,576 +84%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$724K +$602K +7,801 New
SO
205
STRS Ohio
Ohio
$721K +$600K +7,774 New
WB
206
WesBanco Bank
West Virginia
$705K
Ensign Peak Advisors
207
Ensign Peak Advisors
Utah
$700K +$583K +7,550 New
ASN
208
Advisory Services Network
Georgia
$696K +$290K +3,756 +100%
NA
209
NewEdge Advisors
Louisiana
$679K +$424K +5,491 +301%
Parallax Volatility Advisers
210
Parallax Volatility Advisers
California
$677K +$563K +7,294 New
N
211
Natixis
France
$649K +$540K +7,000 New
JIP
212
Jaffetilchin Investment Partners
Florida
$641K +$21.5K +278 +4%
AWS
213
Atria Wealth Solutions
New York
$611K +$509K +6,590 New
Lazard Asset Management
214
Lazard Asset Management
New York
$597K +$499K +6,462 New
Pictet Asset Management
215
Pictet Asset Management
Switzerland
$578K +$139K +1,800 +41%
HFS
216
Howard Financial Services
Texas
$564K
MSRPS
217
Maryland State Retirement & Pension System
Maryland
$545K +$163K +2,111 +56%
IWC
218
Integrated Wealth Concepts
Massachusetts
$538K +$448K +5,805 New
VanEck Associates
219
VanEck Associates
New York
$533K +$443K +5,742 New
LOAMU
220
Lombard Odier Asset Management (USA)
New York
$499K +$416K +5,385 New
GWCM
221
Godshalk Welsh Capital Management
Pennsylvania
$499K
CIBC World Market
222
CIBC World Market
Ontario, Canada
$498K +$414K +5,365 New
KCFA
223
Key Client Fiduciary Advisors
New Jersey
$492K +$409K +5,304 New
RWM
224
Rockline Wealth Management
New York
$478K +$85.1K +1,103 +27%
CWS
225
Cypress Wealth Services
California
$476K

CAVA Hedge Fund Activity: Q2 2024 in Review

389 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CAVA Group (CAVA) for Q2 2024, worth a combined $7.78B — up 33% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new CAVA positions and 31 closed out — a net gain of 104 holders — while 123 added to existing stakes and 88 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $106M. The largest seller was Artal Group, cutting an estimated $232M.

  • 389 institutional investors held CAVA Group (CAVA) as of Q2 2024, up from 291 in Q1 2024.
  • Funds reported $7.78B of CAVA Group stock for Q2 2024, up 33% quarter-over-quarter.
  • 135 funds opened new CAVA Group positions in Q2 2024 and 31 closed out, a net change of +104 holders.
  • The largest CAVA Group buyer in Q2 2024 was Two Sigma Advisers, an estimated $106M added.
  • The largest CAVA Group seller in Q2 2024 was Artal Group, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2024.