FWRG icon

First Watch Restaurant Group
FWRG

Overview Fund Activity

164 hedge funds and large institutions have $1.12B invested in First Watch Restaurant Group in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
69
Reduced
46
Closed
25
Calls
$920K
Puts
$2.25M
Net Calls
-$1.33M
Net Calls Change
-$1.38M

Top Buyers

1
RP
Riverbridge Partners
Minnesota
+$20.5M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$18.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$12.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.04M
5
EA
Emerald Advisers
Pennsylvania
+$6.17M

Top Sellers

1
AI
Advent International
Massachusetts
-$72.2M
2
FAM
Foxhaven Asset Management
Virginia
-$30.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.31M
4
Brown Advisory
Brown Advisory
Maryland
-$4.95M
5
Bank of America
Bank of America
North Carolina
-$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
26
MetLife Investment Management
New Jersey
$14M +$606K +37,799 +5%
SIMG
27
Stephens Investment Management Group
Texas
$12.3M +$967K +60,299 +9%
UBS Group
28
UBS Group
Switzerland
$12.3M -$1.15M -71,414 -8%
WCM Investment Management
29
WCM Investment Management
California
$11.9M -$3.41M -211,501 -22%
SAM
30
Silvercrest Asset Management
New York
$10.6M +$547K +34,102 +5%
DAM
31
Deepwater Asset Management
Minnesota
$10.1M -$807K -50,287 -7%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$9.82M – – –
ACH
33
ArrowMark Colorado Holdings
Colorado
$9.18M +$1.42M +88,280 +18%
Bank of America
34
Bank of America
North Carolina
$7.86M -$4.81M -300,069 -38%
ClearBridge Investments
35
ClearBridge Investments
New York
$7.4M -$1.6M -99,665 -18%
Northern Trust
36
Northern Trust
Illinois
$7.34M +$1.7M +105,674 +30%
UBS AM
37
UBS AM
Illinois
$6.78M -$1.05M -65,678 -13%
MOACM
38
Mutual of America Capital Management
New York
$6.44M +$183K +11,404 +3%
EA
39
Emerald Advisers
Pennsylvania
$6.17M +$6.17M +384,838 New
AC
40
Avory & Company
Florida
$5.65M +$173K +10,798 +3%
WA
41
Wasatch Advisors
Utah
$5.64M -$1.92M -119,395 -25%
AC
42
Armistice Capital
New York
$5.61M +$5.61M +350,000 New
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$5.54M -$3.19M -198,638 -37%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.41M +$1.58M +98,525 +41%
Charles Schwab
45
Charles Schwab
California
$5.38M +$239K +14,905 +5%
KCM
46
Kornitzer Capital Management
Kansas
$5.06M +$276K +17,220 +6%
Ameriprise
47
Ameriprise
Minnesota
$4.77M -$15.4K -958 -0.3%
Morgan Stanley
48
Morgan Stanley
New York
$4.69M +$383K +23,889 +9%
MC
49
Maverick Capital
Texas
$4.46M +$4.46M +278,075 New
EMFAT
50
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.15M +$4.15M +258,538 New
1
2
3 4 5