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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
SFA
201
Sequoia Financial Advisors
Ohio
$282K +$328K +8,806 New
GS
202
GTS Securities
New York
$279K -$2.26M -60,544 -87%
CIAM
203
Caitong International Asset Management
Hong Kong
$270K +$314K +8,426 New
CWS
204
Cypress Wealth Services
California
$270K +$18K +483 +6%
BJL
205
Brighton Jones LLC
Washington
$266K +$1.9K +51 +0.6%
FFM
206
Forum Financial Management
Illinois
$260K +$45K +1,209 +18%
AAS
207
Avantax Advisory Services
Texas
$250K +$291K +7,799 New
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$247K -$16.9K -455 -6%
Mariner
209
Mariner
Kansas
$234K -$9.91K -266 -4%
X
210
Xponance
Pennsylvania
$230K +$26.2K +702 +11%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$228K +$264K +7,100 New
US Bancorp
212
US Bancorp
Minnesota
$221K +$148K +3,965 +136%
LA
213
LVW Advisors
New York
$215K +$8.79K +236 +4%
VFA
214
Valeo Financial Advisors
Indiana
$214K +$249K +6,680 New
OWP
215
Obermeyer Wealth Partners
Colorado
$203K -$7.45K -200 -3%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$201K
SOW
217
State of Wyoming
Wyoming
$177K +$102K +2,741 +98%
KBC Group
218
KBC Group
Belgium
$165K +$75.8K +2,034 +65%
PAS
219
Point72 Asia (Singapore)
Singapore
$145K -$34.8K -933 -17%
ADL
220
Asset Dedication LLC
California
$144K
F1I
221
Fund 1 Investments
Puerto Rico
$140K +$163K +4,375 New
S
222
Sachetta
Massachusetts
$139K +$44K +1,182 +38%
Daiwa Securities Group
223
Daiwa Securities Group
Japan
$130K -$11.5K -310 -7%
AI
224
AdvisorShares Investments
Maryland
$124K -$12.6K -338 -8%
AB
225
Amalgamated Bank
New York
$110K

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.