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Grocery Outlet
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Overview Fund Activity

227 hedge funds and large institutions have $1.61B invested in Grocery Outlet in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-7
Holders Change %
-2.99%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
54
Increased
74
Reduced
82
Closed
58
Calls
$6.18M
Puts
$3.68M
Net Calls
+$2.49M
Net Calls Change
+$6.75M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$54M
2
Marshall Wace
Marshall Wace
United Kingdom
+$50.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$43.5M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$42.9M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$36.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$46.4M
2
JCM
Junto Capital Management
New York
-$39.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$24.4M
4
GCM
Geneva Capital Management
Wisconsin
-$24.1M
5
1WCM
12 West Capital Management
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
201
Parkside Financial Bank & Trust
Missouri
$4.6K +$1.87K +134 +69%
EWA
202
EverSource Wealth Advisors
Alabama
$3.37K -$16.3K -1,164 -83%
S
203
SignatureFD
Georgia
$3.3K +$1.93K +138 +141%
SS
204
SBI Securities
Japan
$3.17K -$140 -10 -4%
Bessemer Group
205
Bessemer Group
New Jersey
$3K +$3K +247 New
GWM
206
Geneos Wealth Management
Colorado
$2.18K +$2.18K +156 New
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$1.93K +$951 +68 +97%
SW
208
SVB Wealth
Massachusetts
$1.41K +$1.41K +101 New
FFA
209
Farther Finance Advisors
California
$1.29K -$499 -36 -28%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$1.2K -$5.23K -374 -81%
PWA
211
Physician Wealth Advisors
Utah
$1.11K +$1.11K +79 New
QC
212
Quent Capital
New York
$993 +$364 +26 +58%
PS
213
Principal Securities
Iowa
$968 – – –
LFG
214
Larson Financial Group
Missouri
$895 -$98 -7 -10%
CT
215
Clearstead Trust
Maine
$881 +$881 +63 New
SAM
216
Smartleaf Asset Management
Massachusetts
$768 -$1.09K -82 -59%
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$601 – – –
MCM
218
MV Capital Management
Maryland
$322 +$224 +16 +229%
HNB
219
Huntington National Bank
Ohio
$308 -$5.26K -376 -94%
TPCW
220
TD Private Client Wealth
New York
$280 +$280 +20 New
BIA
221
Bell Investment Advisors
California
$196 – – –
AWM
222
Abound Wealth Management
Tennessee
$140 -$28 -2 -17%
PWAM
223
Private Wealth Asset Management
Iowa
$140 +$140 +10 New
GFPC
224
Global Financial Private Client
Florida
$112 +$84 +6 +300%
AWM
225
Activest Wealth Management
Florida
$28 +$14 +1 +100%
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