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Vitamin Cottage Natural Grocers

167 hedge funds and large institutions have $378M invested in Vitamin Cottage Natural Grocers in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 46

3% more capital invested

Capital invested by funds: $368M → $378M (+$10.1M)

0.27% more ownership

Funds ownership: 40.9%41.17% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 172167 (-5)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
66
Reduced
46
Closed
32
Calls
$36K
Puts
Net Calls
+$36K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$24K -$24.1K -623 -51%
GWSG
127
GPS Wealth Strategies Group
Colorado
$22.3K +$77 +2 +0.4%
NA
128
NewEdge Advisors
Louisiana
$21.6K +$2.55K +66 +14%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$16K
AB
130
Amalgamated Bank
New York
$13K
ST
131
Smithfield Trust
Pennsylvania
$13K
PWMG
132
Private Wealth Management Group
New Jersey
$10.4K
QL
133
Quarry LP
New York
$8.8K +$8.49K +220 New
HCA
134
Harbor Capital Advisors
Illinois
$8K +$7.26K +188 New
GI
135
GAMMA Investing
California
$7.64K -$1.58K -41 -18%
PAS
136
Point72 Asia (Singapore)
Singapore
$7.19K +$6.95K +180 New
AssetMark Inc
137
AssetMark Inc
California
$6.72K +$2.12K +55 +49%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$6.54K +$39 +1 +0.6%
BNP Paribas Asset Management
139
BNP Paribas Asset Management
France
$6K +$926 +24 +21%
EPW
140
Evergreen Private Wealth
Colorado
$5.88K
SS
141
SBI Securities
Japan
$5.32K +$1.16K +30 +29%
Comerica Bank
142
Comerica Bank
Texas
$5.28K -$39 -1 -0.8%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$5.12K
FFA
144
Farther Finance Advisors
California
$4.92K +$926 +24 +24%
AAP
145
Arax Advisory Partners
Colorado
$4.8K +$4.63K +120 New
SAM
146
Smartleaf Asset Management
Massachusetts
$4.54K +$1.08K +28 +31%
SPIA
147
Steward Partners Investment Advisory
New York
$4K
A
148
AlphaQuest
New York
$3.72K -$19.3K -501 -84%
Optiver Holding
149
Optiver Holding
Netherlands
$2.56K +$2.47K +64 New
PS
150
Principal Securities
Iowa
$2.48K

NGVC Hedge Fund Activity: Q3 2025 in Review

167 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q3 2025, worth a combined $378M — up 2.7% from $368M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of NGVC and 27 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 66 added.

The largest buyer was Millennium Management, adding an estimated $12.4M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $8.95M sold.

  • 167 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q3 2025, down from 172 in Q2 2025.
  • Funds reported $378M of Vitamin Cottage Natural Grocers stock for Q3 2025, up 2.7% quarter-over-quarter.
  • 27 funds opened new Vitamin Cottage Natural Grocers positions in Q3 2025 and 32 closed out, a net change of -5 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q3 2025 was Millennium Management, an estimated $12.4M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q3 2025 was Driehaus Capital Management, an estimated $8.95M sold.

Based on aggregated 13F filings for Q3 2025.