Grocery Outlet
228 hedge funds and large institutions have $1.61B invested in Grocery Outlet in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 82 reducing their positions, and 59 closing their positions.
68% more call options, than puts
Call options by funds: $6.17M | Put options by funds: $3.68M
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
11.17% more ownership
Funds ownership: 107.17% → 118.33% (+11%)
1% less capital invested
Capital invested by funds: $1.62B → $1.61B (-$11.1M)
7% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 82
3% less funds holding
Funds holding: 235 → 228 (-7)
10% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$57.2M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$53.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$46M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$45.4M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$38.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$46.4M |
| 2 |
JCM
Junto Capital Management
New York
|
-$39.1M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$26.7M |
| 4 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
-$24.1M |
| 5 |
1WCM
12 West Capital Management
New York
|
-$18.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
276
Versant Capital Management
Phoenix,
Arizona
| – | -$1.23K | -79 | Closed |
|
|
IA
277
IFP Advisors
Tampa,
Florida
| – | -$1.19K | -76 | Closed |
|
|
PWMG
278
Private Wealth Management Group
Princeton,
New Jersey
| – | -$1.05K | -67 | Closed |
|
|
TWC
279
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$937 | -60 | Closed |
|
|
CFD
280
Creative Financial Designs
Kokomo,
Indiana
| – | -$812 | -52 | Closed |
|
|
SWM
281
Spire Wealth Management
Mclean,
Virginia
| – | -$702 | -45 | Closed |
|
282
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$375 | -24 | Closed |
|
|
BGAI
283
Bruce G. Allen Investments
Denver,
Colorado
| – | -$343 | -22 | Closed |
|
|
DPW
284
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| – | -$63 | -4 | Closed |
|
|
HWM
285
Hemington Wealth Management
Falls Church,
Virginia
| – | -$59 | -4 | -29% |
|
|
JWA
286
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$16 | -1 | Closed |
|
|
CAL
287
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$222 | +15 | New |
|
GO Hedge Fund Activity: Q1 2025 in Review
228 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Grocery Outlet (GO) for Q1 2025, worth a combined $1.61B — down 0.68% from $1.62B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of GO and 53 opened new positions — a net loss of 6 holders — while 82 trimmed existing stakes and 76 added.
The largest buyer was Fidelity Investments, adding an estimated $57.2M. The largest seller was Capital World Investors, exiting entirely with an estimated $46.4M sold.
- 228 institutional investors held Grocery Outlet (GO) as of Q1 2025, down from 235 in Q4 2024.
- Funds reported $1.61B of Grocery Outlet stock for Q1 2025, down 0.68% quarter-over-quarter.
- 53 funds opened new Grocery Outlet positions in Q1 2025 and 59 closed out, a net change of -6 holders.
- The largest Grocery Outlet buyer in Q1 2025 was Fidelity Investments, an estimated $57.2M added.
- The largest Grocery Outlet seller in Q1 2025 was Capital World Investors, an estimated $46.4M sold.
Based on aggregated 13F filings for Q1 2025.