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First Watch Restaurant Group
FWRG

Overview Fund Activity

152 hedge funds and large institutions have $1.27B invested in First Watch Restaurant Group in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 67 increasing their positions, 28 reducing their positions, and 22 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
67
Reduced
28
Closed
22
Calls
$734K
Puts
$54K
Net Calls
+$680K
Net Calls Change
+$766K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$39.1M
2
CIP
2
Champlain Investment Partners
Vermont
$48.1M
3
UBS Group
3
UBS Group
Switzerland
$16.5M
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$15.5M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$12.7M

Top Sellers

1
AI
1
Advent International
Massachusetts
$357M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.55M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$21.5M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$12.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$2.61M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
101
SRH Advisors
Kansas
$227K 12,185 +5,575 +84%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$226K 12,145 +12,145 New
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$225K 12,071 +12,071 New
BHCM
104
Brevan Howard Capital Management
Jersey
$221K 11,865 +11,865 New
VI
105
Versor Investments
New York
$214K 11,500 -1,400 -11%
CC
106
Centiva Capital
New York
$205K 10,990 +10,990 New
OAM
107
Oppenheimer Asset Management
New York
$204K 10,956 +10,956 New
American Century Companies
108
American Century Companies
Missouri
$200K 10,728 +10,728 New
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$190K 10,193 +10,193 New
PFSRSONJ
110
Police & Firemen's Retirement System of New Jersey
New Jersey
$114K 6,143 +6,143 New
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$98.5K 5,295 – –
Comerica Bank
112
Comerica Bank
Texas
$96K 5,157 +3,918 +316%
ACM
113
Accent Capital Management
Ohio
$93.1K 5,000 – –
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$85.8K 4,608 +4,608 New
VWM
115
Venturi Wealth Management
Texas
$81.4K 4,375 +4,375 New
SOW
116
State of Wyoming
Wyoming
$59.8K 3,214 +2,186 +213%
AIP
117
Ameritas Investment Partners
Nebraska
$55.3K 2,973 – –
WTC
118
WhitTier Trust Company
Nevada
$51.1K 2,745 +2,745 New
AssetMark Inc
119
AssetMark Inc
California
$45.7K 2,455 +1,000 +69%
SS
120
Sunbelt Securities
Texas
$43.7K 2,360 – –
Osaic Holdings
121
Osaic Holdings
Arizona
$30.7K 1,647 -1,900 -54%
IA
122
IFP Advisors
Florida
$25.4K 1,334 -15 -1%
AB
123
Amalgamated Bank
New York
$14K 756 – –
MCM
124
Mainstream Capital Management
California
$12.8K 686 +686 New
TRCT
125
Tower Research Capital (TRC)
New York
$12.3K 662 -11,876 -95%
3 4
5
6 7