We are live on ! Find out more
SG icon

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
TCM
176
Triumph Capital Management
Colorado
$12.6K -$690K -100,454 -98%
SWM
177
Spire Wealth Management
Virginia
$12.4K
CLOS
178
Compagnie Lombard Odier SCmA
Switzerland
$9.46K
MEG
179
Millstone Evans Group
Colorado
$7.77K
LFG
180
Larson Financial Group
Missouri
$7.15K -$18.6K -2,708 -72%
DE
181
DV Equities
Illinois
$6.76K +$6.87K +1,000 New
QC
182
Quent Capital
New York
$6.76K +$6.87K +1,000 New
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.57K
Optiver Holding
184
Optiver Holding
Netherlands
$5.15K
AF
185
Allworth Financial
California
$4.75K +$3.38K +491 +232%
SCM
186
Sterling Capital Management
North Carolina
$4.65K +$3K +437 +174%
SSG
187
Summit Securities Group
New York
$4.64K +$4.71K +686 New
CAL
188
Capital Advisors Ltd
Ohio
$4K +$3.92K +570 +2,714%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$3.52K +$1.94K +282 +118%
HNB
190
Huntington National Bank
Ohio
$3.46K +$3.51K +511 New
BCWM
191
Bartlett & Co Wealth Management
Ohio
$3.38K
FHA
192
Flagship Harbor Advisors
Massachusetts
$3.38K +$3.44K +500 New
TWC
193
TD Waterhouse Canada
Ontario, Canada
$3.04K
BW
194
Bravera Wealth
North Dakota
$2.75K +$2.79K +406 New
EP
195
Essential Partners
California
$2.75K +$2.79K +406 New
AA
196
Addison Advisors
Vermont
$2.7K
Los Angeles Capital Management
197
Los Angeles Capital Management
California
$2.7K +$2.96K +430 New
S
198
SignatureFD
Georgia
$2.46K +$660 +96 +36%
SS
199
SBI Securities
Japan
$2.24K +$1.49K +217 +190%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$2.07K