We are live on ! Find out more
NGVC icon

Vitamin Cottage Natural Grocers

159 hedge funds and large institutions have $330M invested in Vitamin Cottage Natural Grocers in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $293K | Put options by funds: $125K

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

9% more funds holding

Funds holding: 146159 (+13)

7% more capital invested

Capital invested by funds: $307M → $330M (+$22.5M)

2% more ownership

Funds ownership: 33.79%35.79% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
45
Reduced
51
Closed
19
Calls
$293K
Puts
$125K
Net Calls
+$168K
Net Calls Change
+$517K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
126
Private Wealth Management Group
New Jersey
$10.5K
ACM
127
Aquatic Capital Management
Illinois
$8.72K +$9.08K +217 New
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$8.32K
SW
129
SVB Wealth
Massachusetts
$7.96K +$8.29K +198 New
CCM
130
Coldstream Capital Management
Washington
$7.92K +$8.24K +197 New
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$7.07K
EPW
132
Evergreen Private Wealth
Colorado
$5.91K
Comerica Bank
133
Comerica Bank
Texas
$5.83K
GI
134
GAMMA Investing
California
$5.71K +$3.52K +84 +145%
SCM
135
Sterling Capital Management
North Carolina
$4.9K -$4.27K -102 -46%
FFA
136
Farther Finance Advisors
California
$4.07K
CA
137
CoreCap Advisors
Michigan
$4.02K
SPIA
138
Steward Partners Investment Advisory
New York
$4.02K
PS
139
Principal Securities
Iowa
$3.14K
SAM
140
Smartleaf Asset Management
Massachusetts
$2.36K -$377 -9 -13%
HIA
141
Harbor Investment Advisory
Maryland
$2.01K
Bessemer Group
142
Bessemer Group
New Jersey
$2K +$669 +16 +64%
CIAM
143
Caitong International Asset Management
Hong Kong
$1.45K +$1.51K +36 New
EWA
144
EverSource Wealth Advisors
Alabama
$1.45K +$1.51K +36 New
Jones Financial Companies
145
Jones Financial Companies
Missouri
$1.14K
AssetMark Inc
146
AssetMark Inc
California
$844
LSA
147
Leonteq Securities AG
Switzerland
$805
RIL
148
Rothschild Investment LLC
Illinois
$804
QCG
149
Quadrant Capital Group
Ohio
$644 +$669 +16 New
AF
150
Allworth Financial
California
$630 +$544 +13 New

NGVC Hedge Fund Activity: Q1 2025 in Review

159 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q1 2025, worth a combined $330M — up 7.3% from $307M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NGVC positions and 19 closed out — a net gain of 15 holders — while 45 added to existing stakes and 51 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $14.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $6.83M.

  • 159 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q1 2025, up from 146 in Q4 2024.
  • Funds reported $330M of Vitamin Cottage Natural Grocers stock for Q1 2025, up 7.3% quarter-over-quarter.
  • 34 funds opened new Vitamin Cottage Natural Grocers positions in Q1 2025 and 19 closed out, a net change of +15 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q1 2025 was Victory Capital Management, an estimated $14.6M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q1 2025 was Dimensional Fund Advisors, an estimated $6.83M sold.

Based on aggregated 13F filings for Q1 2025.