SBDS

Solo Brands, Inc.
SBDS

Overview Fund Activity

74 hedge funds and large institutions have $9.12M invested in Solo Brands, Inc. in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-10
Holders Change %
-11.9%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
17
Reduced
30
Closed
16
Calls
$42K
Puts
$2K
Net Calls
+$40K
Net Calls Change
-$56K

Top Buyers

1
Verition Fund Management
Verition Fund Management
Connecticut
+$193K
2
WN
Williams & Novak
California
+$50.9K
3
Northern Trust
Northern Trust
Illinois
+$14.8K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.9K
5
VF
Virtu Financial
New York
+$8K

Top Sellers

1
MA
MYDA Advisors
New York
-$907K
2
American Century Companies
American Century Companies
Missouri
-$844K
3
Marshall Wace
Marshall Wace
United Kingdom
-$264K
4
Corient Private Wealth
Corient Private Wealth
Florida
-$182K
5
NAM
Nexpoint Asset Management
Texas
-$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
1
Summit Partners
Massachusetts
$7.4M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$275K -$694 -4,128 -0.3%
BlackRock
3
BlackRock
New York
$246K -$3.76K -22,388 -2%
Verition Fund Management
4
Verition Fund Management
Connecticut
$193K +$193K +1,149,722 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$97.9K -$3.12K -18,559 -3%
Prudential Financial
6
Prudential Financial
New Jersey
$90.3K -$45.5K -270,900 -33%
BCM
7
Bridgeway Capital Management
Texas
$86.7K -$44.5K -265,179 -34%
American Century Companies
8
American Century Companies
Missouri
$86K -$844K -5,029,447 -91%
State Street
9
State Street
Massachusetts
$74.1K -$161 -960 -0.2%
WN
10
Williams & Novak
California
$61.9K +$50.9K +287,748 +466%
EF
11
Empowered Funds
Pennsylvania
$59.1K -$11.8K -70,179 -17%
UBS Group
12
UBS Group
Switzerland
$57.5K -$22.2K -132,297 -28%
Northern Trust
13
Northern Trust
Illinois
$50.7K +$14.8K +87,974 +41%
PGCM
14
Prescott Group Capital Management
Oklahoma
$35.6K -$14.2K -84,334 -28%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$31.3K -$37.9K -224,968 -55%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$18.7K -$298 -1,776 -2%
SO
17
STRS Ohio
Ohio
$18K – – –
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$17.4K +$10.9K +64,952 +167%
NG
19
Norden Group
Utah
$15.1K – – –
TC
20
TownSquare Capital
Utah
$15.1K – – –
SEI Investments
21
SEI Investments
Pennsylvania
$14.1K -$86.3K -514,645 -86%
Goldman Sachs
22
Goldman Sachs
New York
$13.4K -$8.18K -48,738 -38%
Charles Schwab
23
Charles Schwab
California
$11.3K +$60 +358 +0.5%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$9.78K +$7.49K +44,646 +327%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$9.12K -$82.7K -492,965 -90%
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