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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 %
AI
1
Advent International
Massachusetts
$236M -$72.2M -4,500,000 -23%
BlackRock
2
BlackRock
New York
$46.4M -$150K -9,339 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$39.2M +$742K +46,285 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.1M +$4.01M +250,267 +12%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.5M +$12.8M +796,191 +52%
Lazard Asset Management
6
Lazard Asset Management
New York
$36.6M +$4.33M +269,726 +13%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$35.5M +$636K +39,648 +2%
GGHC
8
Gilder Gagnon Howe & Co
New York
$35.1M -$612K -38,150 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$34.4M -$2.04M -127,016 -6%
CIP
10
Champlain Investment Partners
Vermont
$31.3M -$2.18M -135,934 -7%
GKIM
11
GW&K Investment Management
Massachusetts
$29.3M +$3.08M +192,166 +12%
GIM
12
Granahan Investment Management
Massachusetts
$26.4M +$848K +52,861 +3%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$25.8M +$9.04M +563,373 +54%
1WCM
14
12 West Capital Management
New York
$23.9M – – –
RP
15
Riverbridge Partners
Minnesota
$20.5M +$20.5M +1,279,544 New
Marshall Wace
16
Marshall Wace
United Kingdom
$19.3M +$4.84M +301,572 +33%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$18.3M +$18.3M +1,144,014 New
Brown Advisory
18
Brown Advisory
Maryland
$17.8M -$4.95M -308,491 -22%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$16.4M +$655K +40,823 +4%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$16.3M +$2.97M +184,973 +22%
PCM
21
Penn Capital Management
Pennsylvania
$16.2M -$78.2K -4,864 -0.5%
Federated Hermes
22
Federated Hermes
Pennsylvania
$15.4M – – –
State Street
23
State Street
Massachusetts
$14.8M +$1.83M +114,019 +14%
PA
24
Paralel Advisors
Colorado
$14.4M – – –
Franklin Resources
25
Franklin Resources
California
$14.1M -$2.35M -146,649 -14%
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