We are live on ! Find out more
FWRG icon

First Watch Restaurant Group

211 hedge funds and large institutions have $709M invested in First Watch Restaurant Group in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 61 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 61

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

1% more funds holding

Funds holding: 208211 (+3)

4.71% less ownership

Funds ownership: 115.32%110.61% (-4.7%)

33% less capital invested

Capital invested by funds: $1.06B → $709M (-$352M)

64% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $3.79M

Holders
211
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
79
Reduced
61
Closed
44
Calls
$1.37M
Puts
$3.79M
Net Calls
-$2.41M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
26
Champlain Investment Partners
Vermont
$8.02M -$5.39M -372,949 -33%
GGHC
27
Gilder Gagnon Howe & Co
New York
$7.77M -$19.4M -1,340,546 -64%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$7.4M
Russell Investments Group
29
Russell Investments Group
United Kingdom
$6.84M -$523K -36,207 -5%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$6.46M +$8.34M +577,154 +1,479%
EMFAT
31
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.97M
VPM
32
Vanguard Portfolio Management
Pennsylvania
$5.79M +$7.98M +552,022 New
Federated Hermes
33
Federated Hermes
Pennsylvania
$5.49M -$5.61M -387,968 -43%
ACH
34
ArrowMark Colorado Holdings
Colorado
$5.21M -$1.32M -91,384 -16%
Northern Trust
35
Northern Trust
Illinois
$5.17M +$58.1K +4,018 +0.8%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$5.12M +$793K +54,878 +13%
Citadel Advisors
37
Citadel Advisors
Florida
$5.12M -$6.4M -443,313 -48%
SEI Investments
38
SEI Investments
Pennsylvania
$4.87M +$3.27M +226,089 +95%
WA
39
Wasatch Advisors
Utah
$4.63M -$151K -10,452 -2%
ClearBridge Investments
40
ClearBridge Investments
New York
$4.43M -$248K -17,172 -4%
Goldman Sachs
41
Goldman Sachs
New York
$4.3M -$9.7M -671,136 -62%
Charles Schwab
42
Charles Schwab
California
$4.29M -$28.2K -1,951 -0.5%
Nomura Holdings
43
Nomura Holdings
Japan
$4.01M +$5.53M +382,662 New
MOACM
44
Mutual of America Capital Management
New York
$4.01M -$24.1K -1,665 -0.4%
Franklin Resources
45
Franklin Resources
California
$3.65M -$10.1M -699,016 -67%
First Trust Advisors
46
First Trust Advisors
Illinois
$3.63M +$1.9M +131,385 +61%
VFT
47
Vanguard Fiduciary Trust
Pennsylvania
$3.53M +$4.87M +336,993 New
KCM
48
Kennedy Capital Management
Missouri
$3.32M +$4.58M +317,253 New
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$3.27M -$22.3M -1,546,072 -83%
KCM
50
Kornitzer Capital Management
Kansas
$3.26M +$20.9K +1,450 +0.5%