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Sweetgreen

259 hedge funds and large institutions have $2.83B invested in Sweetgreen in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 84 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 84

8.8% more ownership

Funds ownership: 98.72%107.53% (+8.8%)

5% more call options, than puts

Call options by funds: $87.6M | Put options by funds: $83.5M

12% less funds holding

Funds holding: 293259 (-34)

13% less capital invested

Capital invested by funds: $3.27B → $2.83B (-$439M)

41% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 76

Holders
259
Holders Change
-34
Holders Change %
-11.6%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
98
Reduced
84
Closed
76
Calls
$87.6M
Puts
$83.5M
Net Calls
+$4.13M
Net Calls Change
+$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$380M +$140M +5,075,764 +50%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$293M +$10.7M +386,141 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$235M -$4.67M -169,091 -2%
BlackRock
4
BlackRock
New York
$187M -$5.56M -201,369 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$144M +$36.7M +1,330,094 +30%
Invesco
6
Invesco
Georgia
$133M -$5.29M -191,651 -3%
DCP
7
Durable Capital Partners
Maryland
$113M +$28.4M +1,030,176 +29%
SCM
8
Spyglass Capital Management
California
$84.7M +$30.1M +1,089,276 +47%
Millennium Management
9
Millennium Management
New York
$69.7M +$59.9M +2,170,960 +353%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$62.9M +$24.1M +874,942 +53%
State Street
11
State Street
Massachusetts
$59.3M +$340K +12,337 +0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$59.2M +$2.34M +84,647 +4%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$49.8M +$54.9M +1,988,424 New
Bank of America
14
Bank of America
North Carolina
$46.6M +$27.1M +981,126 +111%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$43.9M +$2.91M +105,508 +6%
Morgan Stanley
16
Morgan Stanley
New York
$41.8M +$24.8M +898,202 +116%
Citadel Advisors
17
Citadel Advisors
Florida
$40.2M +$35.1M +1,270,455 +378%
SIMG
18
Stephens Investment Management Group
Texas
$33.9M +$12.8M +464,013 +52%
CIP
19
Champlain Investment Partners
Vermont
$31.6M +$34.8M +1,261,292 New
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$27.8M -$305K -11,058 -1%
Two Sigma Investments
21
Two Sigma Investments
New York
$27.3M +$9.36M +339,136 +45%
GGHC
22
Gilder Gagnon Howe & Co
New York
$26.8M -$2.83M -102,460 -9%
GIM
23
Granahan Investment Management
Massachusetts
$26.6M +$1.14M +41,320 +4%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$25M +$26.3M +953,778 +2,088%
Artisan Partners
25
Artisan Partners
Wisconsin
$23M +$25.3M +917,599 New

SG Hedge Fund Activity: Q1 2025 in Review

259 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q1 2025, worth a combined $2.83B — down 13% from $3.27B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of SG and 45 opened new positions — a net loss of 31 holders — while 84 trimmed existing stakes and 98 added.

The largest buyer was Fidelity Investments, adding an estimated $140M. The largest seller was Hood River Capital Management, cutting an estimated $57.9M.

  • 259 institutional investors held Sweetgreen (SG) as of Q1 2025, down from 293 in Q4 2024.
  • Funds reported $2.83B of Sweetgreen stock for Q1 2025, down 13% quarter-over-quarter.
  • 45 funds opened new Sweetgreen positions in Q1 2025 and 76 closed out, a net change of -31 holders.
  • The largest Sweetgreen buyer in Q1 2025 was Fidelity Investments, an estimated $140M added.
  • The largest Sweetgreen seller in Q1 2025 was Hood River Capital Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2025.