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CAVA Group

521 hedge funds and large institutions have $9.14B invested in CAVA Group in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 206 increasing their positions, 123 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 50

67% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 123

16% more funds holding

Funds holding: 449521 (+72)

0% less call options, than puts

Call options by funds: $718M | Put options by funds: $721M

3.42% less ownership

Funds ownership: 74.09%70.68% (-3.4%)

13% less capital invested

Capital invested by funds: $10.5B → $9.14B (-$1.36B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
521
Holders Change
+72
Holders Change %
+16.04%
% of All Funds
6.86%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
132
Increased
206
Reduced
123
Closed
50
Calls
$718M
Puts
$721M
Net Calls
-$3.08M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
Artal Group
Luxembourg
$1.07B -$1.07B -8,000,000 -46%
Vanguard Group
2
Vanguard Group
Pennsylvania
$904M +$181M +1,357,187 +20%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$529M -$60.6M -454,501 -9%
BlackRock
4
BlackRock
New York
$481M +$92.4M +692,597 +19%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$449M +$65.5M +491,320 +14%
Capital Research Global Investors
6
Capital Research Global Investors
California
$384M -$51.7M -387,462 -10%
Jennison Associates
7
Jennison Associates
New York
$278M +$327M +2,455,035 +36,659%
Capital International Investors
8
Capital International Investors
California
$256M -$31.1M -233,514 -9%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$246M +$85.9M +643,951 +42%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$214M -$41.3M -309,700 -14%
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$179M +$14.5M +108,846 +7%
Renaissance Technologies
12
Renaissance Technologies
New York
$177M -$31.4M -235,765 -13%
Morgan Stanley
13
Morgan Stanley
New York
$175M +$14.4M +108,332 +7%
Voloridge Investment Management
14
Voloridge Investment Management
Florida
$168M -$20.8M -156,078 -9%
Two Sigma Investments
15
Two Sigma Investments
New York
$167M -$64.9M -486,944 -25%
Federated Hermes
16
Federated Hermes
Pennsylvania
$165M +$48.5M +363,814 +33%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$157M +$4.14M +31,077 +2%
State Street
18
State Street
Massachusetts
$148M +$5.93M +44,442 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$141M +$2.82M +21,120 +2%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$141M +$64.1M +480,900 +63%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$126M -$59.9M -449,497 -29%
Franklin Resources
22
Franklin Resources
California
$107M -$5.22M -39,172 -4%
Man Group
23
Man Group
United Kingdom
$105M +$106M +794,187 +564%
Squarepoint
24
Squarepoint
New York
$104M +$120M +900,091 +3,891%
Invesco
25
Invesco
Georgia
$96.1M -$40.7M -305,172 -26%

CAVA Hedge Fund Activity: Q4 2024 in Review

521 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CAVA Group (CAVA) for Q4 2024, worth a combined $9.14B — down 13% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new CAVA positions and 50 closed out — a net gain of 82 holders — while 206 added to existing stakes and 123 trimmed.

The largest buyer was Jennison Associates, adding an estimated $327M. The largest seller was Artal Group, cutting an estimated $1.07B.

  • 521 institutional investors held CAVA Group (CAVA) as of Q4 2024, up from 449 in Q3 2024.
  • Funds reported $9.14B of CAVA Group stock for Q4 2024, down 13% quarter-over-quarter.
  • 132 funds opened new CAVA Group positions in Q4 2024 and 50 closed out, a net change of +82 holders.
  • The largest CAVA Group buyer in Q4 2024 was Jennison Associates, an estimated $327M added.
  • The largest CAVA Group seller in Q4 2024 was Artal Group, an estimated $1.07B sold.

Based on aggregated 13F filings for Q4 2024.