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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
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$1.1K -$3.73K -100 -75%
HCM
277
Horrell Capital Management
Arkansas
$1K +$261 +7 +39%
LFG
278
Larson Financial Group
Missouri
$513
PS
279
Principal Securities
Iowa
$449
AssetMark Inc
280
AssetMark Inc
California
$449 +$522 +14 New
APW
281
Aventura Private Wealth
Florida
$417 +$484 +13 New
CSPIA
282
Cary Street Partners Investment Advisory
Virginia
$353 -$1.43M -38,450 -100%
S
283
SignatureFD
Georgia
$353 +$261 +7 +175%
RAM
284
Riggs Asset Management
Pennsylvania
$349
CA
285
Crewe Advisors
Utah
$321
IA
286
IFP Advisors
Florida
$243 +$149 +4 +100%
CAS
287
Coppell Advisory Solutions
Texas
$222 +$261 +7 New
TWD
288
True Wealth Design
Ohio
$129 +$149 +4 New
HNB
289
Huntington National Bank
Ohio
$128 +$149 +4 New
WBC
290
West Branch Capital
Massachusetts
$65
MG
291
Mather Group
Illinois
$64
CAWM
292
Capital A Wealth Management
Pennsylvania
$64 +$75 +2 New
Voloridge Investment Management
293
Voloridge Investment Management
Florida
-$19.3M -545,386 Closed
HF
294
HRT Financial
New York
-$7.01M -197,779 Closed
JF
295
Jump Financial
Illinois
-$6.72M -189,552 Closed
WP
296
Woodline Partners
California
-$5M -141,126 Closed
SEC
297
Seven Eight Capital
New York
-$3.39M -95,691 Closed
N
298
Numerai
California
-$3.24M -91,525 Closed
UOTTAIMCU
299
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$2.53M -71,320 Closed
TI
300
Trexquant Investment
Connecticut
-$2.2M -61,971 Closed

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.