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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.

New
Increased
Maintained
Reduced
Closed

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: 58 (+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: 235228 (-7)

10% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 59

Holders
228
Holders Change
-7
Holders Change %
-2.98%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
53
Increased
76
Reduced
82
Closed
59
Calls
$6.17M
Puts
$3.68M
Net Calls
+$2.49M
Net Calls Change
+$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$161M -$6.34M -428,682 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$150M +$8.62M +582,822 +6%
FP
3
FPR Partners
California
$71.7M -$12.8M -864,649 -14%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$66.6M -$511K -34,524 -0.7%
Marshall Wace
5
Marshall Wace
United Kingdom
$63.1M +$53.6M +3,627,807 +409%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$56.4M +$2.96M +199,938 +5%
VBA
7
Van Berkom & Associates
Quebec, Canada
$55.2M -$28.2K -1,910 -0%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$54.1M +$57.2M +3,865,079 +119,035%
Capital Research Global Investors
9
Capital Research Global Investors
California
$49.8M
State Street
10
State Street
Massachusetts
$47.2M -$671K -45,397 -1%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$45.6M +$45.4M +3,068,405 +1,577%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$43.5M +$46M +3,112,263 New
ClearBridge Investments
13
ClearBridge Investments
New York
$42.4M -$1.82M -123,379 -4%
SCM
14
Simcoe Capital Management
New York
$41.1M -$6.93M -468,390 -14%
Fisher Asset Management
15
Fisher Asset Management
Washington
$37.3M +$38.6M +2,612,615 +5,012%
SM
16
Senvest Management
New York
$31.4M +$9.99M +675,348 +43%
SP
17
Solel Partners
Massachusetts
$30.6M -$4.48M -303,097 -12%
BCM
18
Becker Capital Management
Oregon
$25.1M +$21.1M +1,427,404 +391%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$23.6M +$1.53M +103,578 +7%
SCM
20
Stadium Capital Management
Connecticut
$22.4M +$23.7M +1,600,797 New
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$20.2M +$3.03M +205,004 +17%
JSP
22
Jackson Square Partners
California
$20.1M -$9.94M -671,876 -32%
UBS Group
23
UBS Group
Switzerland
$19.7M +$10.4M +704,952 +100%
Charles Schwab
24
Charles Schwab
California
$18.5M +$267K +18,026 +1%
JGC
25
J. Goldman & Co
New York
$18.5M +$19.6M +1,324,889 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.