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Sweetgreen

229 hedge funds and large institutions have $491M invested in Sweetgreen in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $34.1M | Put options by funds: $30M

1.38% more ownership

Funds ownership: 88.25%89.63% (+1.4%)

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

0% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 52

2% less funds holding

Funds holding: 234229 (-5)

23% less capital invested

Capital invested by funds: $635M → $491M (-$144M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
229
Holders Change
-5
Holders Change %
-2.14%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
52
Increased
68
Reduced
62
Closed
52
Calls
$34.1M
Puts
$30M
Net Calls
+$4.04M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Centurion Wealth Management
Virginia
$58.6K +$1.52K +250 +2%
FFM
152
Forum Financial Management
Illinois
$57.1K -$6.29K -1,035 -9%
American Century Companies
153
American Century Companies
Missouri
$57K +$66.7K +10,974 New
JG
154
Jain Global
New York
$56.9K +$66.7K +10,966 New
GITFIT
155
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$56.1K
OBWG
156
Onyx Bridge Wealth Group
New York
$56.1K +$65.7K +10,800 New
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$56K +$66.1K +10,877 New
PWM
158
Perigon Wealth Management
California
$54.2K +$63.5K +10,450 New
TRCT
159
Tower Research Capital (TRC)
New York
$54K -$37.4K -6,156 -37%
AC
160
AXQ Capital
New Jersey
$53.3K +$62.5K +10,276 New
PFS
161
Prospera Financial Services
Texas
$51.9K +$60.8K +10,000 New
CIAM
162
Caitong International Asset Management
Hong Kong
$51.8K -$21K -3,447 -26%
Russell Investments Group
163
Russell Investments Group
United Kingdom
$50.9K -$19K -3,133 -24%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$49K
AIP
165
Ameritas Investment Partners
Nebraska
$44.9K
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$37.9K +$44.4K +7,305 New
BWL
167
Bogart Wealth LLC
Virginia
$25.9K
AFC
168
Ares Financial Consulting
California
$16.2K
VCM
169
Versant Capital Management
Arizona
$16K +$4.66K +767 +33%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$15.2K +$14.7K +2,413 +464%
HWM
171
HighMark Wealth Management
Minnesota
$15.1K
KBC Group
172
KBC Group
Belgium
$15K
EWA
173
EverSource Wealth Advisors
Alabama
$13K +$14.3K +2,352 +1,489%
CA
174
Clearstead Advisors
Ohio
$13K -$2.09K -344 -12%
EP
175
Essential Partners
California
$11.1K +$10.5K +1,724 +425%