Driven Brands
DRVN
203 hedge funds and large institutions have $1.09B invested in Driven Brands in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 18 closing their positions.
144% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 18
49% more call options, than puts
Call options by funds: $1.68M | Put options by funds: $1.13M
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
13% more funds holding
Funds holding: 179 → 203 (+24)
0.6% less ownership
Funds ownership: 41.82% → 41.22% (-0.6%)
10% less capital invested
Capital invested by funds: $1.2B → $1.09B (-$115M)
19% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Simcoe Capital Management
New York
|
+$36.7M |
| 2 |
QCM
Quantinno Capital Management
New York
|
+$17.6M |
| 3 |
EVC
Emeth Value Capital
New Orleans,
Louisiana
|
+$14.7M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$13.6M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPCM
North Peak Capital Management
New York
|
-$73.4M |
| 2 |
IP
Interval Partners
New York
|
-$12.8M |
| 3 |
Janus Henderson Group
London,
|
-$11.7M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$9.44M |
| 5 |
NIP
Norwood Investment Partners
Mill Valley,
California
|
-$9.38M |
DRVN Hedge Fund Activity: Q3 2025 in Review
203 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Driven Brands (DRVN) for Q3 2025, worth a combined $1.09B — down 9.5% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DRVN positions and 18 closed out — a net gain of 26 holders — while 57 added to existing stakes and 70 trimmed.
The largest buyer was Simcoe Capital Management, opening a new position worth an estimated $36.7M. The largest seller was North Peak Capital Management, cutting an estimated $73.4M.
- 203 institutional investors held Driven Brands (DRVN) as of Q3 2025, up from 179 in Q2 2025.
- Funds reported $1.09B of Driven Brands stock for Q3 2025, down 9.5% quarter-over-quarter.
- 44 funds opened new Driven Brands positions in Q3 2025 and 18 closed out, a net change of +26 holders.
- The largest Driven Brands buyer in Q3 2025 was Simcoe Capital Management, an estimated $36.7M added.
- The largest Driven Brands seller in Q3 2025 was North Peak Capital Management, an estimated $73.4M sold.
Based on aggregated 13F filings for Q3 2025.