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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 %
LA
126
LVW Advisors
New York
$173K +$173K +10,813 New
WA
127
Wealth Alliance
New York
$162K +$162K +10,093 New
Stifel Financial
128
Stifel Financial
Missouri
$161K -$5.02K -313 -3%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$157K – – –
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$146K +$21.5K +1,341 +17%
TRCT
131
Tower Research Capital (TRC)
New York
$117K +$94.9K +5,918 +435%
Comerica Bank
132
Comerica Bank
Texas
$106K +$53.7K +3,350 +104%
US Bancorp
133
US Bancorp
Minnesota
$93.2K +$90.6K +5,648 +3,486%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$70.2K +$26.8K +1,673 +62%
AIP
135
Ameritas Investment Partners
Nebraska
$62.3K – – –
1IA
136
1620 Investment Advisors
Massachusetts
$60.9K +$60.9K +3,794 New
AssetMark Inc
137
AssetMark Inc
California
$47.5K +$8.1K +505 +21%
SS
138
Sunbelt Securities
Texas
$43.9K – – –
FHA
139
First Horizon Advisors
Tennessee
$31.3K +$21.1K +1,316 +208%
Osaic Holdings
140
Osaic Holdings
Arizona
$28.7K -$3.23K -174 -10%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$27.2K +$26.9K +1,675 +8,816%
ACM
142
Accent Capital Management
Ohio
$24.1K -$56.1K -3,500 -70%
AB
143
Amalgamated Bank
New York
$21K – – –
SPIA
144
Steward Partners Investment Advisory
New York
$18.4K +$11.2K +700 +156%
HNB
145
Huntington National Bank
Ohio
$7.6K +$4.14K +258 +119%
PPC
146
Park Place Capital
Alabama
$6.71K +$6.71K +390 New
BFP
147
Briaud Financial Planning
Texas
$6K +$6K +395 New
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$5.92K +$3.93K +245 +198%
BNP Paribas Asset Management
149
BNP Paribas Asset Management
France
$5K +$5K +302 New
IA
150
IFP Advisors
Florida
$4.62K -$22.7K -1,334 Closed
4 5
6
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