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Sweetgreen

229 hedge funds and large institutions have $491M invested in Sweetgreen in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $34.1M | Put options by funds: $30M

1.38% more ownership

Funds ownership: 88.25%89.63% (+1.4%)

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

0% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 52

2% less funds holding

Funds holding: 234229 (-5)

23% less capital invested

Capital invested by funds: $635M → $491M (-$144M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
229
Holders Change
-5
Holders Change %
-2.14%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
52
Increased
68
Reduced
62
Closed
52
Calls
$34.1M
Puts
$30M
Net Calls
+$4.04M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Anchor Investment Management
South Carolina
$1.56K
NEWAS
202
N.E.W. Advisory Services
Wisconsin
$1.53K
PWPS
203
Pinnacle Wealth Planning Services
Ohio
$1.5K +$1.76K +289 New
TCM
204
Triumph Capital Management
Colorado
$1.38K -$9.73K -1,600 -86%
MWA
205
Merkkuri Wealth Advisors
New York
$1.36K +$1.6K +263 New
BTI
206
Blue Trust Inc
Georgia
$1.21K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$1.15K +$1.01K +167 +309%
PWA
208
Physician Wealth Advisors
Utah
$1.11K +$1.29K +213 New
NSIM
209
North Star Investment Management
Illinois
$1.04K
SS
210
Sunbelt Securities
Texas
$867 +$559 +92 +123%
PA
211
Parallel Advisors
California
$716 +$827 +136 +6,800%
GIA
212
GHP Investment Advisors
Colorado
$712
SS
213
SBI Securities
Japan
$670 -$1.23K -202 -61%
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$644 -$4.25K -700 -85%
LI
215
LRI Investments
Florida
$545 -$30 -5 -5%
DB
216
Danske Bank
Denmark
$519
MCM
217
MAI Capital Management
Ohio
$499 +$201 +33 +52%
GI
218
GAMMA Investing
California
$493 -$1.01K -166 -64%
NA
219
NewEdge Advisors
Louisiana
$493 +$577 +95 New
FFO
220
Fortitude Family Office
Arizona
$488 +$571 +94 New
TWD
221
True Wealth Design
Ohio
$234 +$274 +45 New
SRCM
222
Signature Resources Capital Management
California
$208
AWA
223
Acumen Wealth Advisors
Tennessee
$151 +$176 +29 New
ASN
224
Advisory Services Network
Georgia
$130 +$152 +25 New
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$78 +$91 +15 New