Driven Brands
DRVN
181 hedge funds and large institutions have $1.17B invested in Driven Brands in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 22 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
49% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $728K
41% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 22
33% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 51
11% more capital invested
Capital invested by funds: $1.05B → $1.17B (+$117M)
5% more funds holding
Funds holding: 173 → 181 (+8)
1.85% more ownership
Funds ownership: 39.71% → 41.56% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIP
Norwood Investment Partners
Mill Valley,
California
|
+$15.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.7M |
| 3 |
NPCM
North Peak Capital Management
New York
|
+$12.7M |
| 4 |
ACM
Ararat Capital Management
Westport,
Connecticut
|
+$11.8M |
| 5 |
JGC
J. Goldman & Co
New York
|
+$9.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HVCM
HG Vora Capital Management
New York
|
-$18.8M |
| 2 |
SCM
Scopia Capital Management
New York
|
-$18.4M |
| 3 |
Millennium Management
New York
|
-$16.2M |
| 4 |
JP Morgan Chase
New York
|
-$4.19M |
| 5 |
Morgan Stanley
New York
|
-$2.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
201
Venturi Wealth Management
Austin,
Texas
| – | -$2.74K | -170 | Closed |
|
|
OSNBOA
202
Old Second National Bank of Aurora
Aurora,
Illinois
| – | -$1.57K | -97 | Closed |
|
|
CAM
203
Creekmur Asset Management
Morton,
Illinois
| – | -$1.23K | -76 | Closed |
|
204
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$16 | -1 | Closed |
|
DRVN Hedge Fund Activity: Q1 2025 in Review
181 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Driven Brands (DRVN) for Q1 2025, worth a combined $1.17B — up 11% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DRVN positions and 22 closed out — a net gain of 9 holders — while 68 added to existing stakes and 51 trimmed.
The largest buyer was Norwood Investment Partners, opening a new position worth an estimated $15.2M. The largest seller was HG Vora Capital Management, cutting an estimated $18.8M.
- 181 institutional investors held Driven Brands (DRVN) as of Q1 2025, up from 173 in Q4 2024.
- Funds reported $1.17B of Driven Brands stock for Q1 2025, up 11% quarter-over-quarter.
- 31 funds opened new Driven Brands positions in Q1 2025 and 22 closed out, a net change of +9 holders.
- The largest Driven Brands buyer in Q1 2025 was Norwood Investment Partners, an estimated $15.2M added.
- The largest Driven Brands seller in Q1 2025 was HG Vora Capital Management, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2025.