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Potbelly

124 hedge funds and large institutions have $287M invested in Potbelly in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.17% more ownership

Funds ownership: 74.54%77.71% (+3.2%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.16M
Puts
$72K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Teachers Retirement System (NYSTRS)
101
New York State Teachers Retirement System (NYSTRS)
New York
$31K
AIP
102
Ameritas Investment Partners
Nebraska
$26.4K
NSIM
103
North Star Investment Management
Illinois
$24.5K
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$24.4K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$16K
SS
106
SBI Securities
Japan
$12.4K
IA
107
IFP Advisors
Florida
$12.2K
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$11.3K
Raymond James Financial
109
Raymond James Financial
Florida
$11K
AB
110
Amalgamated Bank
New York
$11K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$9.8K
MA
112
MCF Advisors
Kentucky
$9.36K
Osaic Holdings
113
Osaic Holdings
Arizona
$8.97K
VCM
114
Versant Capital Management
Arizona
$8.67K
Comerica Bank
115
Comerica Bank
Texas
$6.3K
GI
116
GAMMA Investing
California
$6.3K
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$2.18K
SCM
118
Sterling Capital Management
North Carolina
$1.68K
RIL
119
Rothschild Investment LLC
Illinois
$1.29K
EWA
120
EverSource Wealth Advisors
Alabama
$1.1K
T
121
Transce3nd
Texas
$429
CA
122
Clearstead Advisors
Ohio
$368
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$331
FGA
124
Fortis Group Advisors
New Jersey
$245
CCIA
125
Campbell & Co Investment Adviser
Maryland