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Sweetgreen

293 hedge funds and large institutions have $3.27B invested in Sweetgreen in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 82 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 42

38% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 82

7% more funds holding

Funds holding: 273293 (+20)

0% less call options, than puts

Call options by funds: $112M | Put options by funds: $112M

1.25% less ownership

Funds ownership: 99.97%98.72% (-1.2%)

9% less capital invested

Capital invested by funds: $3.61B → $3.27B (-$333M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
293
Holders Change
+20
Holders Change %
+7.33%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
63
Increased
113
Reduced
82
Closed
42
Calls
$112M
Puts
$112M
Net Calls
-$34K
Net Calls Change
-$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Fairfield Financial Advisors
Massachusetts
$83.5K +$97K +2,604 New
GITFIT
227
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$76.9K +$89.4K +2,400 New
TAM
228
Thematics Asset Management
France
$69K +$80.2K +2,152 New
WSFS
229
Wilmington Savings Fund Society
Delaware
$61.7K +$71.7K +1,926 New
DP
230
Denver PWM
Colorado
$59.9K +$69.5K +1,867 New
MEG
231
Millstone Evans Group
Colorado
$52.9K +$61.5K +1,650 New
TRCT
232
Tower Research Capital (TRC)
New York
$50.5K +$18.4K +494 +46%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$49K +$7.71K +207 +16%
CPG
234
Cornerstone Planning Group
New Jersey
$48.7K -$11.2K -300 -16%
SWM
235
Spire Wealth Management
Virginia
$43.2K +$2.23K +60 +5%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$39.3K +$1.86K +50 +4%
HT
237
Headlands Technologies
Illinois
$39K +$27.6K +741 +156%
SPIA
238
Steward Partners Investment Advisory
New York
$33K +$37.3K +1,000 +3,571%
Optiver Holding
239
Optiver Holding
Netherlands
$23.6K +$10.8K +291 +65%
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.4K
Skandinaviska Enskilda Banken (SEB)
241
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.6K +$23.7K +637 +1,448%
VHAM
242
Van Hulzen Asset Management
California
$16K +$18.6K +500 New
TFA
243
Toth Financial Advisory
Virginia
$13K
AA
244
Addison Advisors
Vermont
$12.8K
FFO
245
Fortitude Family Office
Arizona
$11.5K
MTC
246
Matrix Trust Company
Colorado
$11K +$13K +349 New
SS
247
SBI Securities
Japan
$10.4K +$12K +323 New
GI
248
GAMMA Investing
California
$8.75K +$8.2K +220 +415%
CA
249
Clearstead Advisors
Ohio
$8.56K -$3.31K -89 -25%
MCM
250
MAI Capital Management
Ohio
$8.41K +$9.76K +262 New

SG Hedge Fund Activity: Q4 2024 in Review

293 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q4 2024, worth a combined $3.27B — down 9.2% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SG positions and 42 closed out — a net gain of 21 holders — while 113 added to existing stakes and 82 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $61.1M. The largest seller was Renaissance Technologies, cutting an estimated $47.8M.

  • 293 institutional investors held Sweetgreen (SG) as of Q4 2024, up from 273 in Q3 2024.
  • Funds reported $3.27B of Sweetgreen stock for Q4 2024, down 9.2% quarter-over-quarter.
  • 63 funds opened new Sweetgreen positions in Q4 2024 and 42 closed out, a net change of +21 holders.
  • The largest Sweetgreen buyer in Q4 2024 was Massachusetts Financial Services, an estimated $61.1M added.
  • The largest Sweetgreen seller in Q4 2024 was Renaissance Technologies, an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2024.