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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 %
PTC
151
Private Trust Company
Ohio
$4.51K – – –
FDW
152
Fourth Dimension Wealth
Ohio
$3.21K – – –
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$3K -$3.09K -177 -51%
GRP
154
Global Retirement Partners
California
$2.18K +$2.18K +136 New
GI
155
GAMMA Investing
California
$1.96K -$3.29K -205 -63%
WA
156
WPG Advisers
Maryland
$1.65K -$1.17K -73 -41%
FFA
157
Farther Finance Advisors
California
$1.6K -$64 -4 -4%
EWA
158
EverSource Wealth Advisors
Alabama
$1.59K +$1.2K +75 +313%
GWM
159
Geneos Wealth Management
Colorado
$1.25K +$241 +15 +24%
RIL
160
Rothschild Investment LLC
Illinois
$1.12K -$561 -35 -33%
AAP
161
Arax Advisory Partners
Colorado
$642 -$417 -26 -39%
SS
162
SBI Securities
Japan
$577 – – –
SAM
163
Smartleaf Asset Management
Massachusetts
$563 -$563 -35 -50%
FFO
164
Fortitude Family Office
Arizona
$273 -$2.41K -150 -90%
FAM
165
Foxhaven Asset Management
Virginia
– -$30.8M -1,849,570 Closed
LCM
166
Landscape Capital Management
New Jersey
– -$2.19M -131,436 Closed
AAIS
167
ABN AMRO Investment Solutions
– -$1.66M -99,993 Closed
AWS
168
Atria Wealth Solutions
New York
– -$1.3M -77,973 Closed
Tudor Investment Corp
169
Tudor Investment Corp
Connecticut
– -$1.21M -72,807 Closed
Mariner
170
Mariner
Kansas
– -$458K -27,497 Closed
CF
171
Corebridge Financial
Texas
– -$313K -18,812 Closed
Creative Planning
172
Creative Planning
Kansas
– -$187K -11,230 Closed
Corient Private Wealth
173
Corient Private Wealth
Florida
– -$185K -11,130 Closed
BAM
174
Blueshift Asset Management
New Jersey
– -$183K -10,975 Closed
SOW
175
State of Wyoming
Wyoming
– -$97.9K -5,882 Closed
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