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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
Bank of America
26
Bank of America
North Carolina
$28.3M +$10.4M +278,305 +46%
Charles Schwab
27
Charles Schwab
California
$27.2M +$718K +19,263 +2%
Morgan Stanley
28
Morgan Stanley
New York
$24.8M -$13.3M -355,948 -32%
Two Sigma Investments
29
Two Sigma Investments
New York
$24.1M -$36.3M -975,164 -56%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$24M +$24.9M +669,657 +848%
Millennium Management
31
Millennium Management
New York
$19.7M +$5.05M +135,519 +28%
Renaissance Technologies
32
Renaissance Technologies
New York
$17.8M -$47.8M -1,283,700 -70%
N
33
Nuveen
North Carolina
$16.5M -$4.45M -119,549 -19%
PAM
34
Panagora Asset Management
Massachusetts
$16.5M +$6.97M +187,192 +57%
ACH
35
ArrowMark Colorado Holdings
Colorado
$15.2M -$6.57M -176,431 -27%
UBS Group
36
UBS Group
Switzerland
$13.7M +$5.27M +141,441 +49%
DAM
37
Deepwater Asset Management
Minnesota
$13.7M +$15.9M +427,179 New
Squarepoint
38
Squarepoint
New York
$12.1M +$3.79M +101,752 +37%
TRSOTSOK
39
Teachers Retirement System of the State of Kentucky
Kentucky
$11.6M +$1.9M +51,000 +16%
Citadel Advisors
40
Citadel Advisors
Florida
$10.8M -$4.23M -113,521 -25%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$10.3M -$36M -966,000 -75%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$10.3M -$151K -4,045 -1%
OCM
43
Osterweis Capital Management
California
$10.1M -$1.27M -34,045 -10%
PCM
44
Portolan Capital Management
Massachusetts
$9.84M -$9.26M -248,568 -45%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$9.74M +$1.35M +36,281 +14%
CAM
46
Cresset Asset Management
Illinois
$9.48M -$76.8K -2,062 -0.7%
Amundi
47
Amundi
France
$9.11M +$10.5M +282,710 New
JP Morgan Chase
48
JP Morgan Chase
New York
$8.58M -$15M -403,375 -60%
RCA
49
Riverview Capital Advisers
Massachusetts
$8.54M -$257K -6,903 -3%
BBCM
50
Broad Bay Capital Management
New York
$8.5M -$15.3M -410,300 -61%

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.