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First Watch Restaurant Group

165 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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $1.18B → $1.12B (-$59M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

59% less call options, than puts

Call options by funds: $920K | Put options by funds: $2.25M

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$920K
Puts
$2.25M
Net Calls
Net Calls Change

Top Buyers

1 +$20.5M
2 +$18.3M
3 +$12.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.04M
5
EA
Emerald Advisers
Pennsylvania
+$6.17M

Top Sellers

1 -$72.2M
2 -$30.8M
3 -$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
Change in
Stake
IA
151
IFP Advisors
Florida
$4.62K
PTC
152
Private Trust Company
Ohio
$4.51K
FDW
153
Fourth Dimension Wealth
Ohio
$3.21K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$3K
GRP
155
Global Retirement Partners
California
$2.18K
GI
156
GAMMA Investing
California
$1.96K
WA
157
WPG Advisers
Maryland
$1.65K
FFA
158
Farther Finance Advisors
California
$1.6K
EWA
159
EverSource Wealth Advisors
Alabama
$1.59K
GWM
160
Geneos Wealth Management
Colorado
$1.25K
RIL
161
Rothschild Investment LLC
Illinois
$1.12K
AAP
162
Arax Advisory Partners
Colorado
$642
SS
163
SBI Securities
Japan
$577
SAM
164
Smartleaf Asset Management
Massachusetts
$563
FFO
165
Fortitude Family Office
Arizona
$273
FAM
166
Foxhaven Asset Management
Virginia
LCM
167
Landscape Capital Management
New Jersey
AAIS
168
ABN AMRO Investment Solutions
AWS
169
Atria Wealth Solutions
New York
Tudor Investment Corp
170
Tudor Investment Corp
Connecticut
Mariner
171
Mariner
Kansas
CF
172
Corebridge Financial
Texas
Creative Planning
173
Creative Planning
Kansas
Corient Private Wealth
174
Corient Private Wealth
Florida
BAM
175
Blueshift Asset Management
New Jersey