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Sweetgreen

238 hedge funds and large institutions have $758M invested in Sweetgreen in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 70

6% less funds holding

Funds holding: 253238 (-15)

10% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $84.1M

14.62% less ownership

Funds ownership: 104.05%89.43% (-15%)

19% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 67

54% less capital invested

Capital invested by funds: $1.64B → $758M (-$879M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
238
Holders Change
-15
Holders Change %
-5.93%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
77
Reduced
70
Closed
67
Calls
$75.3M
Puts
$84.1M
Net Calls
-$8.78M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ETCM
251
Evolutionary Tree Capital Management
Virginia
-$1.35M -91,060 Closed
EIM
252
Essex Investment Management
Massachusetts
-$1.13M -76,002 Closed
PP
253
PDT Partners
New York
-$1.11M -74,655 Closed
WF
254
WoodTrust Financial
Wisconsin
-$1.07M -72,300 Closed
YIH
255
Y-Intercept (HK)
Hong Kong
-$962K -64,683 Closed
MNBTD
256
Moody National Bank Trust Division
Texas
-$959K -64,479 Closed
RRCP
257
Rip Road Capital Partners
Massachusetts
-$934K -62,800 Closed
RCAP
258
Resolute Capital Asset Partners
Colorado
-$880K -59,153 Closed
CCM
259
Cox Capital Management
Massachusetts
-$783K -52,631 Closed
AG
260
AIA Group
Hong Kong
-$762K -51,190 Closed
First Trust Advisors
261
First Trust Advisors
Illinois
-$760K -51,103 Closed
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
-$748K -50,268 Closed
NEI
263
Northwest & Ethical Investments
Ontario, Canada
-$594K -39,912 Closed
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
-$582K -39,138 Closed
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
-$538K -36,174 Closed
SEI Investments
266
SEI Investments
Pennsylvania
-$513K -34,502 Closed
JFG
267
Jefferies Financial Group
New York
-$453K -30,421 Closed
SRL
268
Scientech Research LLC
New Jersey
-$452K -30,386 Closed
QIM
269
Quantitative Investment Management
Virginia
-$409K -27,535 Closed
VF
270
Virtu Financial
New York
-$409K -27,487 Closed
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
-$405K -27,226 Closed
LOIM
272
Liberty One Investment Management
Illinois
-$404K -27,168 Closed
LCM
273
Legato Capital Management
California
-$338K -22,726 Closed
BAM
274
Bosun Asset Management
Illinois
-$337K -22,651 Closed
PIM
275
Pinnacle Investment Management
Hong Kong
-$298K -20,000 Closed

SG Hedge Fund Activity: Q3 2025 in Review

238 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q3 2025, worth a combined $758M — down 54% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SG and 54 opened new positions — a net loss of 13 holders — while 70 trimmed existing stakes and 77 added.

The largest buyer was Marshall Wace, adding an estimated $39.9M. The largest seller was Fidelity Investments, cutting an estimated $69.6M.

  • 238 institutional investors held Sweetgreen (SG) as of Q3 2025, down from 253 in Q2 2025.
  • Funds reported $758M of Sweetgreen stock for Q3 2025, down 54% quarter-over-quarter.
  • 54 funds opened new Sweetgreen positions in Q3 2025 and 67 closed out, a net change of -13 holders.
  • The largest Sweetgreen buyer in Q3 2025 was Marshall Wace, an estimated $39.9M added.
  • The largest Sweetgreen seller in Q3 2025 was Fidelity Investments, an estimated $69.6M sold.

Based on aggregated 13F filings for Q3 2025.