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SBDS

Solo Brands Inc

Delisted

SBDS was delisted on the 2nd of April, 2026.

22 hedge funds and large institutions have $4.56M invested in Solo Brands Inc in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

5% more funds holding

Funds holding: 2122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24.34% less ownership

Funds ownership: 71.66%47.32% (-24%)

36% less capital invested

Capital invested by funds: $7.14M → $4.56M (-$2.59M)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
2
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$4.14M
Barclays
2
Barclays
United Kingdom
$144K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$71.4K +$12.3K +1,969 +12%
WA
4
Wealth Architects
California
$69.9K +$116K +18,603 New
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$63.3K +$105K +16,830 New
UBS Group
6
UBS Group
Switzerland
$37.1K +$41.8K +6,705 +212%
Vanguard Fiduciary Trust
7
Vanguard Fiduciary Trust
Pennsylvania
$25.6K +$42.5K +6,806 New
Morgan Stanley
8
Morgan Stanley
New York
$4K -$168 -27 -2%
TRCT
9
Tower Research Capital (TRC)
New York
$1.8K +$2.98K +478 New
Citigroup
10
Citigroup
New York
$1.43K -$6 -1 -0.3%
Group One Trading
11
Group One Trading
Illinois
$350 -$6 -1 -1%
JP Morgan Chase
12
JP Morgan Chase
New York
$210
MCM
13
MAI Capital Management
Ohio
$151 +$250 +40 New
LWMI
14
Legacy Wealth Management (Idaho)
Idaho
$117
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$94
ASN
16
Advisory Services Network
Georgia
$90 +$150 +24 New
Nisa Investment Advisors
17
Nisa Investment Advisors
Missouri
$45
EWA
18
EverSource Wealth Advisors
Alabama
$41 -$6 -1 -8%
GSEP
19
Golden State Equity Partners
California
$26 +$44 +7 New
SIS
20
Sound Income Strategies
Florida
$19
Osaic Holdings
21
Osaic Holdings
Arizona
$10 -$25 -4 -57%
Bank of America
22
Bank of America
North Carolina
-$817 -135 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$75 -12 -12%
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$10 -2 Closed
TWD
25
True Wealth Design
Ohio
-$7 -1 Closed

SBDS Hedge Fund Activity: Q1 2026 in Review

22 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in Solo Brands Inc (SBDS) for Q1 2026, worth a combined $4.56M — down 36% from $7.14M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SBDS positions and 4 closed out — a net gain of 3 holders — while 2 added to existing stakes and 6 trimmed.

The largest buyer was Wealth Architects, opening a new position worth an estimated $116K. The largest seller was Bank of America, exiting entirely with an estimated $817 sold.

  • 22 institutional investors held Solo Brands Inc (SBDS) as of Q1 2026, up from 21 in Q4 2025.
  • Funds reported $4.56M of Solo Brands Inc stock for Q1 2026, down 36% quarter-over-quarter.
  • 7 funds opened new Solo Brands Inc positions in Q1 2026 and 4 closed out, a net change of +3 holders.
  • The largest Solo Brands Inc buyer in Q1 2026 was Wealth Architects, an estimated $116K added.
  • The largest Solo Brands Inc seller in Q1 2026 was Bank of America, an estimated $817 sold.

Based on aggregated 13F filings for Q1 2026.