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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 %
Invesco
76
Invesco
Georgia
$934K +$209K +13,039 +29%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$887K -$503K -31,349 -36%
VIM
78
Vancity Investment Management
British Columbia, Canada
$815K +$85.4K +5,324 +12%
DC
79
Diametric Capital
Massachusetts
$812K +$54.9K +3,422 +7%
VI
80
Versor Investments
New York
$757K +$757K +47,200 New
Legal & General Group
81
Legal & General Group
United Kingdom
$730K +$11.6K +724 +2%
ACM
82
Aquatic Capital Management
Illinois
$690K +$690K +43,020 New
Victory Capital Management
83
Victory Capital Management
Texas
$654K +$654K +40,750 New
AA
84
Ancora Advisors
Ohio
$645K -$1.3M -80,800 -67%
SCM
85
Sterling Capital Management
North Carolina
$631K +$898 +56 +0.1%
BHCM
86
Brevan Howard Capital Management
Jersey
$629K +$629K +39,194 New
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$585K -$35.3K -2,199 -6%
AllianceBernstein
88
AllianceBernstein
Tennessee
$578K +$128K +8,000 +29%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$545K +$545K +33,972 New
Bessemer Group
90
Bessemer Group
New Jersey
$539K – – –
Deutsche Bank
91
Deutsche Bank
Germany
$522K +$146K +9,077 +39%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$450K -$9.31M -580,317 -95%
Millennium Management
93
Millennium Management
New York
$450K +$49.4K +3,079 +12%
SA
94
SRH Advisors
Kansas
$439K -$64.2K -4,000 -13%
CB
95
Commerce Bank
Missouri
$427K +$72.7K +4,530 +21%
WPC
96
White Pine Capital
Minnesota
$407K +$120K +7,480 +42%
EGM
97
Engineers Gate Manager
New York
$379K +$379K +23,639 New
Verition Fund Management
98
Verition Fund Management
Connecticut
$377K +$377K +23,498 New
OAM
99
Oppenheimer Asset Management
New York
$368K +$159K +9,920 +76%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$366K -$41.7K -2,600 -10%
2 3
4
5 6