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GEN Restaurant Group

20 hedge funds and large institutions have $3.12M invested in GEN Restaurant Group in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

4.27% less ownership

Funds ownership: 25.91%21.64% (-4.3%)

13% less funds holding

Funds holding: 2320 (-3)

39% less capital invested

Capital invested by funds: $5.09M → $3.12M (-$1.97M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMH
1
Sanders Morris Harris
Texas
$1.3M +$712K +202,524 +75%
SC
2
Skylands Capital
Wisconsin
$697K -$109K -31,033 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$507K +$50.3K +14,316 +8%
Goldman Sachs
4
Goldman Sachs
New York
$152K -$19.4K -5,521 -9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$131K
CM
6
CastleKnight Management
New York
$122K
State Street
7
State Street
Massachusetts
$64.8K
Citadel Advisors
8
Citadel Advisors
Florida
$63.6K -$72.1K -20,523 -47%
Northern Trust
9
Northern Trust
Illinois
$30.6K
BlackRock
10
BlackRock
New York
$28.7K
CCM
11
Chilton Capital Management
Texas
$11K +$14.1K +4,000 New
Morgan Stanley
12
Morgan Stanley
New York
$5.78K -$20K -5,700 -73%
UBS Group
13
UBS Group
Switzerland
$4.8K +$394 +112 +7%
TRCT
14
Tower Research Capital (TRC)
New York
$3.28K +$373 +106 +10%
Citigroup
15
Citigroup
New York
$1.94K +$2.48K +706 New
Osaic Holdings
16
Osaic Holdings
Arizona
$1.71K -$14 -4 -0.7%
Bank of America
17
Bank of America
North Carolina
$121 +$4 +1 +2%
1IA
18
1620 Investment Advisors
Massachusetts
$41
Jones Financial Companies
19
Jones Financial Companies
Missouri
$9
BA
20
Bard Associates
Illinois
-$594K -152,221 Closed
1CM
21
1492 Capital Management
Wisconsin
-$445K -114,102 Closed
QC
22
Quadrature Capital
United Kingdom
-$191K -49,044 Closed
XT
23
XTX Topco
Cayman Islands
-$48.6K -12,469 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$1.95K -500 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
+$4 +1 +20%

GENK Hedge Fund Activity: Q3 2025 in Review

20 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in GEN Restaurant Group (GENK) for Q3 2025, worth a combined $3.12M — down 39% from $5.09M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of GENK and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Sanders Morris Harris, adding an estimated $712K. The largest seller was Bard Associates, exiting entirely with an estimated $594K sold.

  • 20 institutional investors held GEN Restaurant Group (GENK) as of Q3 2025, down from 23 in Q2 2025.
  • Funds reported $3.12M of GEN Restaurant Group stock for Q3 2025, down 39% quarter-over-quarter.
  • 2 funds opened new GEN Restaurant Group positions in Q3 2025 and 5 closed out, a net change of -3 holders.
  • The largest GEN Restaurant Group buyer in Q3 2025 was Sanders Morris Harris, an estimated $712K added.
  • The largest GEN Restaurant Group seller in Q3 2025 was Bard Associates, an estimated $594K sold.

Based on aggregated 13F filings for Q3 2025.