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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
AIM
201
Anchor Investment Management
South Carolina
$2.03K
NEWAS
202
N.E.W. Advisory Services
Wisconsin
$1.99K
GI
203
GAMMA Investing
California
$1.76K +$564 +82 +46%
BTI
204
Blue Trust Inc
Georgia
$1.58K +$1.61K +234 New
NSIM
205
North Star Investment Management
Illinois
$1.35K
EWA
206
EverSource Wealth Advisors
Alabama
$1.07K +$1.09K +158 New
GSWM
207
Golden State Wealth Management
California
$1.01K
GIA
208
GHP Investment Advisors
Colorado
$927
TPCW
209
TD Private Client Wealth
New York
$784 +$454 +66 +132%
LI
210
LRI Investments
Florida
$744 +$756 +110 New
RIL
211
Rothschild Investment LLC
Illinois
$696 +$399 +58 +129%
GRP
212
Global Retirement Partners
California
$683
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$676 -$5.27K -767 -88%
DB
214
Danske Bank
Denmark
$676
SFG
215
Strive Financial Group
Indiana
$635 +$646 +94 New
SS
216
Sunbelt Securities
Texas
$507 +$515 +75 New
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$500 +$275 +40 +118%
MCM
218
MAI Capital Management
Ohio
$426
BWA
219
Basecamp Wealth Advisors
Washington
$392 +$399 +58 New
QCG
220
Quadrant Capital Group
Ohio
$366 +$371 +54 New
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$365 -$13K -1,887 -97%
SRCM
222
Signature Resources Capital Management
California
$270
Jones Financial Companies
223
Jones Financial Companies
Missouri
$243 -$12.9K -1,880 -98%
SGK
224
Steigerwald Gordon & Koch
Virginia
$203 +$206 +30 New
EW
225
Elyxium Wealth
California
$183 +$186 +27 New