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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
RA
51
Royce & Associates
New York
$3.09M +$2.34M +162,168 +122%
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$2.94M +$4.06M +280,977 New
AC
53
Avory & Company
Florida
$2.66M -$1.16M -80,062 -24%
Brown Advisory
54
Brown Advisory
Maryland
$2.61M +$291K +20,170 +9%
Raymond James Financial
55
Raymond James Financial
Florida
$2.29M +$1.96M +135,780 +165%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$2.01M +$1.43M +99,028 +107%
Squarepoint
57
Squarepoint
New York
$1.98M -$3.99M -276,408 -59%
QCM
58
Quantinno Capital Management
New York
$1.92M +$2.48M +171,342 +1,448%
1CM
59
1492 Capital Management
Wisconsin
$1.81M +$2.5M +172,938 New
FDS
60
First Dallas Securities
Texas
$1.75M +$1.85M +127,750 +328%
EF
61
Empowered Funds
Pennsylvania
$1.75M +$2.41M +166,559 New
AIM
62
Access Investment Management
Georgia
$1.69M +$2.33M +161,210 New
HAIM
63
Hunter Associates Investment Management
Pennsylvania
$1.6M +$2.2M +151,970 New
AA
64
Ancora Advisors
Ohio
$1.59M -$1.51M -104,767 -41%
CAM
65
Congress Asset Management
Massachusetts
$1.48M +$2.04M +140,997 New
RHJA
66
Rice Hall James & Associates
California
$1.47M +$75.9K +5,256 +4%
Corient Private Wealth
67
Corient Private Wealth
Florida
$1.46M +$2.01M +138,866 New
LCM
68
Landscape Capital Management
New Jersey
$1.33M +$1.83M +126,462 New
Invesco
69
Invesco
Georgia
$1.31M +$511K +35,376 +39%
LPL Financial
70
LPL Financial
California
$1.24M +$334K +23,090 +24%
OAM
71
Oppenheimer Asset Management
New York
$1.22M +$1.01M +69,963 +149%
Swiss National Bank
72
Swiss National Bank
Switzerland
$1.13M
DTL
73
Dynamic Technology Lab
Singapore
$1.13M +$1.4M +96,780 +855%
Boston Partners
74
Boston Partners
Massachusetts
$1.12M +$1.2M +82,780 +348%
AQR Capital Management
75
AQR Capital Management
Connecticut
$1.03M +$1.19M +82,272 +518%