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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
Credit Agricole
176
Credit Agricole
France
$449K
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$442K +$73.2K +1,964 +17%
CAG
178
Csenge Advisory Group
Florida
$426K +$495K +13,295 New
WANY
179
Wealthspire Advisors (New York)
New York
$419K -$37 -1 -0%
GAM
180
Gotham Asset Management
New York
$412K -$1.83M -49,239 -79%
Stifel Financial
181
Stifel Financial
Missouri
$403K +$167K +4,474 +55%
JAFL
182
Jay A. Fishman Ltd
Michigan
$402K +$33.5K +900 +8%
Creative Planning
183
Creative Planning
Kansas
$400K +$38.7K +1,039 +9%
NICM
184
Neo Ivy Capital Management
New York
$395K +$460K +12,351 New
STA
185
Summit Trail Advisors
New York
$389K -$171K -4,580 -27%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$388K +$215K +5,783 +91%
Man Group
187
Man Group
United Kingdom
$382K +$444K +11,924 New
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$375K +$92.7K +2,488 +27%
PA
189
PSI Advisors
Florida
$353K +$160K +4,295 +64%
Canada Pension Plan Investment Board
190
Canada Pension Plan Investment Board
Ontario, Canada
$353K +$410K +11,000 New
MC
191
Moors & Cabot
Massachusetts
$344K -$130K -3,500 -25%
ITFISA
192
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$342K +$402K +10,780 New
AIP
193
Ameritas Investment Partners
Nebraska
$336K +$17.6K +473 +5%
CHAM
194
Clear Harbor Asset Management
Connecticut
$321K
MC
195
MIG Capital
California
$310K +$360K +9,662 New
BFM
196
Boston Financial Management
Massachusetts
$307K +$224 +6 +0.1%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$303K
CWM
198
CIBC World Markets
New York
$301K +$349K +9,374 New
AIM
199
Allen Investment Management
New York
$300K +$88.6K +2,378 +34%
PWM
200
Perigon Wealth Management
California
$291K +$596 +16 +0.2%

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.