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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
SC
276
SummitTX Capital
Texas
-$282K -18,976 Closed
DT
277
Diversified Trust
Tennessee
-$276K -18,529 Closed
ITFISA
278
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$223K -15,000 Closed
CSP
279
Cary Street Partners
Virginia
-$218K -14,675 Closed
SWM
280
SeaCrest Wealth Management
New York
-$210K -14,100 Closed
AQR Capital Management
281
AQR Capital Management
Connecticut
-$209K -14,070 Closed
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
-$192K -13,087 Closed
NRD
283
Nebula Research & Development
New York
-$191K -12,837 Closed
TFS
284
Thoroughbred Financial Services
Tennessee
-$187K -12,587 Closed
CWS
285
Cypress Wealth Services
California
-$179K -12,024 Closed
BCM
286
Bayesian Capital Management
New York
-$179K -12,000 Closed
LA
287
LVW Advisors
New York
-$159K -10,683 Closed
Franklin Resources
288
Franklin Resources
California
-$154K -10,344 Closed
AI
289
AdvisorShares Investments
Maryland
-$35.4K -2,382 Closed
PCC
290
Park Circle Company
Maryland
-$22.3K -1,500 Closed
QL
291
Quarry LP
New York
-$15.7K -1,058 Closed
WR
292
WD Rutherford
Oregon
-$8.42K -566 Closed
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
-$8.18K -550 Closed
PC
294
Pier Capital
Connecticut
-$5.89K -396 Closed
EWM
295
Evolution Wealth Management
Florida
-$2.98K -200 Closed
VCM
296
Versant Capital Management
Arizona
-$1.4K -94 Closed
PWA
297
Physician Wealth Advisors
Utah
-$774 -52 Closed
CA
298
Clearstead Advisors
Ohio
-$730 -49 Closed
BIG
299
Brooklyn Investment Group
New York
-$640 -43 Closed
EWA
300
EverSource Wealth Advisors
Alabama
-$506 -34 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.