Driven Brands
DRVN
189 hedge funds and large institutions have $984M invested in Driven Brands in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 53 closing their positions.
1,204% more call options, than puts
Call options by funds: $5.86M | Put options by funds: $449K
1.94% more ownership
Funds ownership: 45.55% → 47.49% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
8% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 53
5% less funds holding
Funds holding: 198 → 189 (-9)
11% less capital invested
Capital invested by funds: $1.11B → $984M (-$126M)
22% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
ADW Capital Management
Miami Beach,
Florida
|
+$56.3M |
| 2 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$42.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$27.4M |
| 5 |
NPCM
North Peak Capital Management
New York
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HVCM
HG Vora Capital Management
New York
|
-$60.5M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$50.8M |
| 3 |
JP Morgan Chase
New York
|
-$22.7M |
| 4 |
ACM
Ararat Capital Management
Westport,
Connecticut
|
-$16.6M |
| 5 |
OFCM
One Fin Capital Management
San Francisco,
California
|
-$16M |
DRVN Hedge Fund Activity: Q1 2026 in Review
189 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Driven Brands (DRVN) for Q1 2026, worth a combined $984M — down 11% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of DRVN and 49 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 51 added.
The largest buyer was ADW Capital Management, opening a new position worth an estimated $56.3M. The largest seller was HG Vora Capital Management, cutting an estimated $60.5M.
- 189 institutional investors held Driven Brands (DRVN) as of Q1 2026, down from 198 in Q4 2025.
- Funds reported $984M of Driven Brands stock for Q1 2026, down 11% quarter-over-quarter.
- 49 funds opened new Driven Brands positions in Q1 2026 and 53 closed out, a net change of -4 holders.
- The largest Driven Brands buyer in Q1 2026 was ADW Capital Management, an estimated $56.3M added.
- The largest Driven Brands seller in Q1 2026 was HG Vora Capital Management, an estimated $60.5M sold.
Based on aggregated 13F filings for Q1 2026.