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First Watch Restaurant Group

211 hedge funds and large institutions have $709M invested in First Watch Restaurant Group in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 61 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 61

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

1% more funds holding

Funds holding: 208211 (+3)

4.71% less ownership

Funds ownership: 115.32%110.61% (-4.7%)

33% less capital invested

Capital invested by funds: $1.06B → $709M (-$352M)

64% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $3.79M

Holders
211
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
79
Reduced
61
Closed
44
Calls
$1.37M
Puts
$3.79M
Net Calls
-$2.41M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$37.2K
VCM
177
Versant Capital Management
Arizona
$29.2K +$32.1K +2,222 +391%
LFG
178
Larson Financial Group
Missouri
$26.1K +$36K +2,495 New
ASN
179
Advisory Services Network
Georgia
$25K +$34.5K +2,385 New
Osaic Holdings
180
Osaic Holdings
Arizona
$16.8K +$1.81K +125 +8%
1IA
181
1620 Investment Advisors
Massachusetts
$13.6K -$45.4K -3,145 -71%
SS
182
Sunbelt Securities
Texas
$13.6K
FFA
183
Farther Finance Advisors
California
$12.9K +$15.4K +1,066 +969%
CT
184
Caldwell Trust
Florida
$12.6K
PPC
185
Park Place Capital
Alabama
$11.5K +$15.8K +1,097 New
US Bancorp
186
US Bancorp
Minnesota
$11.5K -$15.9K -1,099 -50%
BNP Paribas Asset Management
187
BNP Paribas Asset Management
France
$7.48K +$3.06K +212 +42%
EP
188
Essential Partners
California
$7.48K +$10K +693 +3,300%
IAIM
189
International Assets Investment Management
Florida
$6.66K +$1.49K +103 +20%
Optiver Holding
190
Optiver Holding
Netherlands
$5.66K +$2.4K +166 +44%
AF
191
Allworth Financial
California
$5.48K +$7.53K +521 +26,050%
HNB
192
Huntington National Bank
Ohio
$4.71K -$14 -1 -0.2%
AAP
193
Arax Advisory Partners
Colorado
$3.89K +$1.08K +75 +25%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$3.87K -$6.92K -479 -56%
PTC
195
Private Trust Company
Ohio
$3.64K +$954 +66 +23%
MFP
196
Meramec Financial Planners
Missouri
$3.52K +$3.96K +274 New
FDW
197
Fourth Dimension Wealth
Ohio
$2.1K
Los Angeles Capital Management
198
Los Angeles Capital Management
California
$2.04K
RF
199
Rossby Financial
Florida
$1.84K +$2.43K +168 New
SAM
200
Smartleaf Asset Management
Massachusetts
$1.05K +$332 +23 +28%