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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
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$363M -$23.7M -636,055 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$324M +$12.3M +329,789 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$306M +$13.1M +351,240 +4%
BlackRock
4
BlackRock
New York
$247M +$9.82M +263,635 +4%
Invesco
5
Invesco
Georgia
$177M +$59.7M +1,601,666 +41%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$142M +$38.2M +1,025,341 +30%
DCP
7
Durable Capital Partners
Maryland
$112M -$19M -509,973 -13%
HRCM
8
Hood River Capital Management
Florida
$80.8M -$7.76M -208,361 -8%
DCM
9
Driehaus Capital Management
Illinois
$76.6M -$38.2M -1,026,024 -30%
State Street
10
State Street
Massachusetts
$75.6M +$3.55M +95,380 +4%
SCM
11
Spyglass Capital Management
California
$73.6M +$9.17M +246,283 +12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$73.2M +$1.2M +32,262 +1%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$71.9M -$2.69M -72,185 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$52.9M -$601K -16,120 -1%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$52.6M +$61.1M +1,639,374 New
GGHC
16
Gilder Gagnon Howe & Co
New York
$37.6M -$59.3K -1,592 -0.1%
FCM
17
Frontier Capital Management
Massachusetts
$36.4M +$27.7M +743,157 +190%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$36M +$8.59M +230,714 +26%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$34.8M -$6.52M -175,145 -14%
Ameriprise
20
Ameriprise
Minnesota
$34.1M -$4.73M -127,040 -11%
GIM
21
Granahan Investment Management
Massachusetts
$32.8M +$24.7M +663,347 +185%
Northern Trust
22
Northern Trust
Illinois
$30.2M +$2.44M +65,451 +7%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$28.6M -$36.2M -970,539 -52%
SIMG
24
Stephens Investment Management Group
Texas
$28.6M -$1.81M -48,530 -5%
Goldman Sachs
25
Goldman Sachs
New York
$28.5M +$541K +14,525 +2%

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.