We are live on ! Find out more
DRI icon

Darden Restaurants

944 hedge funds and large institutions have $21B invested in Darden Restaurants in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 295 increasing their positions, 327 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

91% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 82

14% more capital invested

Capital invested by funds: $18.4B → $21B (+$2.61B)

7% more funds holding

Funds holding: 881944 (+63)

0.07% more ownership

Funds ownership: 95.61%95.68% (+0.07%)

10% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 327

21% less call options, than puts

Call options by funds: $402M | Put options by funds: $509M

Holders
944
Holders Change
+63
Holders Change %
+7.15%
% of All Funds
12.43%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
157
Increased
295
Reduced
327
Closed
82
Calls
$402M
Puts
$509M
Net Calls
-$108M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
726
Focus Partners Advisor Solutions
Missouri
$223K +$200K +1,192 New
KWA
727
Kingswood Wealth Advisors
California
$223K -$474K -2,826 -70%
OAM
728
Oxford Asset Management
United Kingdom
$223K -$239K -1,423 -54%
PWM
729
Perigon Wealth Management
California
$221K +$205K +1,222 New
HTC
730
Haverford Trust Company
Pennsylvania
$219K +$197K +1,173 New
TF
731
Trek Financial
Arizona
$217K +$195K +1,161 New
AA
732
Advisory Alpha
Michigan
$216K +$194K +1,155 New
BHIA
733
Birch Hill Investment Advisors
Massachusetts
$215K +$193K +1,150 New
AIP
734
Ameritas Investment Partners
Nebraska
$214K -$18.6K -111 -9%
PA
735
Pinnacle Associates
New York
$212K -$74.5K -444 -28%
FW
736
FullCircle Wealth
Texas
$211K +$183K +1,090 New
SWM
737
SeaCrest Wealth Management
New York
$206K +$185K +1,101 New
BHWA
738
Beacon Harbor Wealth Advisors
Virginia
$205K +$184K +1,100 New
TCM
739
Teza Capital Management
Illinois
$205K +$184K +1,098 New
PCS
740
Personal CFO Solutions
New Jersey
$205K +$184K +1,097 New
SHFP
741
Second Half Financial Partners
Florida
$203K +$182K +1,085 New
GHA
742
GW Henssler & Associates
Georgia
$200K
MG
743
Mather Group
Illinois
$196K -$4.19K -25 -2%
RFW
744
Rainier Family Wealth
Washington
$195K +$175K +1,044 New
KBFS
745
Kohmann Bosshard Financial Services
Ohio
$189K -$89.9K -536 -35%
O
746
Ossiam
France
$182K +$21.1K +126 +15%
PMFA
747
Plante Moran Financial Advisors
Michigan
$181K
BCWM
748
Bartlett & Co Wealth Management
Ohio
$180K
MA
749
Montag & Associates
Georgia
$175K -$83.8K -500 -35%
FMII
750
Farmers & Merchants Investments Inc
Nebraska
$173K

DRI Hedge Fund Activity: Q4 2024 in Review

944 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q4 2024, worth a combined $21B — up 14% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new DRI positions and 82 closed out — a net gain of 75 holders — while 295 added to existing stakes and 327 trimmed.

The largest buyer was UBS Group, adding an estimated $171M. The largest seller was Victory Capital Management, cutting an estimated $194M.

  • 944 institutional investors held Darden Restaurants (DRI) as of Q4 2024, up from 881 in Q3 2024.
  • Funds reported $21B of Darden Restaurants stock for Q4 2024, up 14% quarter-over-quarter.
  • 157 funds opened new Darden Restaurants positions in Q4 2024 and 82 closed out, a net change of +75 holders.
  • The largest Darden Restaurants buyer in Q4 2024 was UBS Group, an estimated $171M added.
  • The largest Darden Restaurants seller in Q4 2024 was Victory Capital Management, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2024.