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Sweetgreen

234 hedge funds and large institutions have $635M invested in Sweetgreen in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $70.9M | Put options by funds: $52.1M

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

1.18% less ownership

Funds ownership: 89.43%88.25% (-1.2%)

2% less funds holding

Funds holding: 238234 (-4)

16% less capital invested

Capital invested by funds: $758M → $635M (-$123M)

Holders
234
Holders Change
-4
Holders Change %
-1.68%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
66
Increased
70
Reduced
57
Closed
63
Calls
$70.9M
Puts
$52.1M
Net Calls
+$18.8M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
PSI Advisors
Florida
$83K +$84.4K +12,274 New
FFM
152
Forum Financial Management
Illinois
$81.4K
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$78.4K +$79.7K +11,600 New
Victory Capital Management
154
Victory Capital Management
Texas
$77.5K -$2.48K -361 -3%
SRL
155
Scientech Research LLC
New Jersey
$77.5K +$78.8K +11,466 New
VPIM
156
Vanguard Personalized Indexing Management
California
$77.3K +$78.6K +11,430 New
DWT
157
Dorsey & Whitney Trust
South Dakota
$76.8K +$78K +11,355 New
CWM
158
Centurion Wealth Management
Virginia
$74.7K +$75.9K +11,050 New
GITFIT
159
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$73K +$42.6K +6,200 +135%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$64K
EB
161
Eastern Bank
Massachusetts
$59.4K +$42K +6,107 +228%
AIP
162
Ameritas Investment Partners
Nebraska
$58.5K
A
163
AlphaQuest
New York
$55.6K -$601K -87,455 -91%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$50K +$34.3K +4,984 +212%
BWL
165
Bogart Wealth LLC
Virginia
$33.8K
Acadian Asset Management
166
Acadian Asset Management
Massachusetts
$30K -$82.4K -11,990 -72%
AB
167
Amalgamated Bank
New York
$22K -$1.75K -254 -7%
AFC
168
Ares Financial Consulting
California
$20.3K +$20.6K +3,000 New
KAS
169
Kestra Advisory Services
Texas
$20.3K +$20.6K +3,000 New
KBC Group
170
KBC Group
Belgium
$20K
HWM
171
HighMark Wealth Management
Minnesota
$19.7K
CA
172
Clearstead Advisors
Ohio
$19.2K +$19.5K +2,844 New
ACM
173
Aster Capital Management
United Arab Emirates
$17.1K +$17.4K +2,537 New
VCM
174
Versant Capital Management
Arizona
$15.6K +$15.9K +2,313 New
US Bancorp
175
US Bancorp
Minnesota
$13.2K +$13.3K +1,934 +9,670%