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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$39.3M -$6.83M -163,327 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.4M +$2.84M +67,793 +10%
BlackRock
3
BlackRock
New York
$29M +$745K +17,810 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$23.3M -$594K -14,200 -2%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$20M +$4.05M +96,678 +24%
American Century Companies
6
American Century Companies
Missouri
$18.8M +$929K +22,214 +5%
Victory Capital Management
7
Victory Capital Management
Texas
$14M +$14.6M +348,413 New
Millennium Management
8
Millennium Management
New York
$10.4M +$3.99M +95,434 +59%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.09M +$354K +8,471 +4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$9M +$3.63M +86,751 +63%
State Street
11
State Street
Massachusetts
$8.01M -$22.9K -547 -0.3%
DCM
12
Driehaus Capital Management
Illinois
$6.53M +$6.79M +162,388 New
Marshall Wace
13
Marshall Wace
United Kingdom
$6.35M -$2.16M -51,512 -25%
OAM
14
Oberweis Asset Management
Illinois
$5.33M +$1.07M +25,602 +24%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$5.32M +$2.4M +57,471 +77%
Morgan Stanley
16
Morgan Stanley
New York
$5.18M -$42.9K -1,026 -0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.64M -$159K -3,791 -3%
Northern Trust
18
Northern Trust
Illinois
$4.19M +$108K +2,583 +3%
FP
19
Foundry Partners
Minnesota
$4.17M -$25.3K -605 -0.6%
GAA
20
Green Alpha Advisors
Colorado
$3.81M +$1.43M +34,264 +57%
Invesco
21
Invesco
Georgia
$3.7M -$1.85M -44,329 -32%
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$3.37M +$124K +2,956 +4%
NIA
23
NIA Impact Advisors
California
$3.1M +$58K +1,387 +2%
Credit Agricole
24
Credit Agricole
France
$2.65M +$1.4M +33,561 +104%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.56M +$244K +5,821 +10%

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.