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Sweetgreen

252 hedge funds and large institutions have $1.64B invested in Sweetgreen in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.47% less ownership

Funds ownership: 107.53%104.06% (-3.5%)

42% less capital invested

Capital invested by funds: $2.83B → $1.64B (-$1.2B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$91.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
201
Glass Jacobson Investment Advisors
Maryland
$29.6K
SWM
202
Spire Wealth Management
Virginia
$27.3K
MEG
203
Millstone Evans Group
Colorado
$24.6K
AF
204
Allworth Financial
California
$24.3K
PCC
205
Park Circle Company
Maryland
$22.3K
LFG
206
Larson Financial Group
Missouri
$21.1K
CLOS
207
Compagnie Lombard Odier SCmA
Switzerland
$20.8K
US Bancorp
208
US Bancorp
Minnesota
$16K
QL
209
Quarry LP
New York
$15.7K
SOW
210
State of Wyoming
Wyoming
$15.7K
Jones Financial Companies
211
Jones Financial Companies
Missouri
$13.2K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$13K
KG
213
Kilter Group
New York
$12.5K
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K
CIAM
215
Caitong International Asset Management
Hong Kong
$11.5K
Optiver Holding
216
Optiver Holding
Netherlands
$9.73K
WR
217
WD Rutherford
Oregon
$8.42K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$8.18K
BCWM
219
Bartlett & Co Wealth Management
Ohio
$7.44K
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$6.95K
TWC
221
TD Waterhouse Canada
Ontario, Canada
$6.54K
AA
222
Addison Advisors
Vermont
$5.95K
BWL
223
Bogart Wealth LLC
Virginia
$5.95K
PC
224
Pier Capital
Connecticut
$5.89K
FIA
225
FNY Investment Advisers
New York
$5K