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Potbelly

123 hedge funds and large institutions have $286M invested in Potbelly in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
40
Reduced
44
Closed
6
Calls
$2.16M
Puts
$72K
Net Calls
+$2.09M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$26.4K
NSIM
102
North Star Investment Management
Illinois
$24.5K +$12.3K +1,000 +100%
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$24.4K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$16K +$7.58K +603 +90%
SS
105
SBI Securities
Japan
$12.4K +$61 +5 +0.5%
IA
106
IFP Advisors
Florida
$12.2K -$137 -10 -1%
Raymond James Financial
107
Raymond James Financial
Florida
$11K +$11K +900 New
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$11K -$102K -8,500 -90%
AB
109
Amalgamated Bank
New York
$11K
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$9.8K
MA
111
MCF Advisors
Kentucky
$9.36K
Osaic Holdings
112
Osaic Holdings
Arizona
$8.97K -$27.2K -2,218 -75%
VCM
113
Versant Capital Management
Arizona
$8.67K -$1.75K -143 -17%
Comerica Bank
114
Comerica Bank
Texas
$6.3K
GI
115
GAMMA Investing
California
$6.3K -$2.73K -223 -30%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$2.18K
SCM
117
Sterling Capital Management
North Carolina
$1.68K +$1.34K +109 +389%
RIL
118
Rothschild Investment LLC
Illinois
$1.29K +$674 +55 +110%
EWA
119
EverSource Wealth Advisors
Alabama
$1.1K +$931 +76 +543%
T
120
Transce3nd
Texas
$429
CA
121
Clearstead Advisors
Ohio
$368 +$368 +30 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$331 +$331 +27 New
FGA
123
Fortis Group Advisors
New Jersey
$245
CCIA
124
Campbell & Co Investment Adviser
Maryland
-$359K -37,766 Closed
LFAS
125
Level Four Advisory Services
Texas
-$179K -18,869 Closed