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Dave & Buster's

193 hedge funds and large institutions have $1.21B invested in Dave & Buster's in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 45 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more capital invested

Capital invested by funds: $800M → $1.21B (+$408M)

45% more call options, than puts

Call options by funds: $85M | Put options by funds: $58.5M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 29

3% more funds holding

Funds holding: 187193 (+6)

1.93% less ownership

Funds ownership: 118.29%116.36% (-1.9%)

48% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 87

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
45
Reduced
87
Closed
29
Calls
$85M
Puts
$58.5M
Net Calls
+$26.5M
Net Calls Change
+$6.46M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1
Hill Path Capital
New York
$214M
BlackRock
2
BlackRock
New York
$122M -$15.5M -687,812 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$91.7M -$10.7M -474,593 -13%
EC
4
Eminence Capital
New York
$87.4M
PCM
5
Patient Capital Management
Maryland
$64.2M -$1.54M -68,220 -3%
Morgan Stanley
6
Morgan Stanley
New York
$43.7M -$1.24M -54,926 -4%
Goldman Sachs
7
Goldman Sachs
New York
$42.1M +$2.23M +98,723 +8%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$41.3M -$86.8K -3,847 -0.3%
CC
9
Clearline Capital
New York
$40.5M -$86.1K -3,813 -0.3%
State Street
10
State Street
Massachusetts
$34.1M -$1.74M -77,138 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
11
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30.6M -$5.35M -237,000 -19%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$30.1M +$11.3M +499,412 +100%
Millennium Management
13
Millennium Management
New York
$30M +$15M +665,324 +200%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$21.1M -$2.19M -97,232 -12%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$20.4M -$1.57M -69,506 -9%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$19.4M +$14.5M +643,718 New
Charles Schwab
17
Charles Schwab
California
$16.4M +$633K +28,060 +5%
LSV Asset Management
18
LSV Asset Management
Illinois
$12.6M -$117K -5,200 -1%
Nomura Holdings
19
Nomura Holdings
Japan
$11.5M -$46M -2,038,486 -84%
CWM
20
CIBC World Markets
New York
$10.1M -$1.21M -53,633 -14%
CM
21
CastleKnight Management
New York
$10M -$18.1M -802,640 -71%
JP Morgan Chase
22
JP Morgan Chase
New York
$9.9M +$4.42M +195,834 +147%
Northern Trust
23
Northern Trust
Illinois
$9.56M -$749K -33,177 -9%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$9.37M +$2.14M +95,031 +44%
NW
25
NewEdge Wealth
Pennsylvania
$8.32M -$9.13M -404,654 -56%

PLAY Hedge Fund Activity: Q2 2025 in Review

193 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dave & Buster's (PLAY) for Q2 2025, worth a combined $1.21B — up 51% from $800M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PLAY positions and 29 closed out — a net gain of 8 holders — while 45 added to existing stakes and 87 trimmed.

The largest buyer was Millennium Management, adding an estimated $15M. The largest seller was Nomura Holdings, cutting an estimated $46M.

  • 193 institutional investors held Dave & Buster's (PLAY) as of Q2 2025, up from 187 in Q1 2025.
  • Funds reported $1.21B of Dave & Buster's stock for Q2 2025, up 51% quarter-over-quarter.
  • 37 funds opened new Dave & Buster's positions in Q2 2025 and 29 closed out, a net change of +8 holders.
  • The largest Dave & Buster's buyer in Q2 2025 was Millennium Management, an estimated $15M added.
  • The largest Dave & Buster's seller in Q2 2025 was Nomura Holdings, an estimated $46M sold.

Based on aggregated 13F filings for Q2 2025.