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Simply Good Foods

276 hedge funds and large institutions have $1.29B invested in Simply Good Foods in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 99 increasing their positions, 88 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $900K

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

13% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 88

4.06% more ownership

Funds ownership: 92.66%96.71% (+4.1%)

4% more funds holding

Funds holding: 266276 (+10)

27% less capital invested

Capital invested by funds: $1.77B → $1.29B (-$482M)

Holders
276
Holders Change
+10
Holders Change %
+3.76%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
68
Increased
99
Reduced
88
Closed
54
Calls
$2.67M
Puts
$900K
Net Calls
+$1.77M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Aster Capital Management
United Arab Emirates
$17.7K +$8.87K +514 New
S
227
SignatureFD
Georgia
$17.3K -$114K -6,597 -85%
AF
228
Allworth Financial
California
$17K +$10.4K +600 +103%
UB
229
UMB Bank
Missouri
$12.6K +$8.28K +480 +120%
CCWM
230
Cassaday & Co Wealth Management
Virginia
$12.1K +$14.5K +843 New
MCM
231
MAI Capital Management
Ohio
$11.7K +$12.4K +718 +718%
QCG
232
Quadrant Capital Group
Ohio
$11.4K -$98.4K -5,705 -88%
SIC
233
Salem Investment Counselors
North Carolina
$10.8K +$12.9K +750 New
SAM
234
Smartleaf Asset Management
Massachusetts
$10.5K -$18.8K -1,087 -60%
PFBT
235
Parkside Financial Bank & Trust
Missouri
$8.37K +$1.73K +100 +21%
Jones Financial Companies
236
Jones Financial Companies
Missouri
$8.05K +$8.92K +517 +1,175%
C
237
Covestor
United Kingdom
$8K -$105K -6,101 -91%
EP
238
Essential Partners
California
$7.29K +$7.75K +449 +761%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$7.25K -$2.16K -125 -20%
OCWP
240
Owl Creek Wealth Partners
Colorado
$5.81K +$6.99K +405 New
RIL
241
Rothschild Investment LLC
Illinois
$4.88K +$3.04K +176 +107%
BFS
242
Bare Financial Services
Pennsylvania
$4.23K +$3.45K +200 +211%
KG
243
Kilter Group
New York
$3.14K +$3.78K +219 New
CA
244
Clearstead Advisors
Ohio
$2.64K +$3.17K +184 New
TPWA
245
Twin Peaks Wealth Advisors
California
$1.72K +$2.07K +120 New
WTC
246
WhitTier Trust Company
Nevada
$1.68K +$2.04K +118 New
ZBNA
247
Zions Bancorporation, National Association
Utah
$1.58K +$1.9K +110 New
Mitsubishi UFJ Asset Management
248
Mitsubishi UFJ Asset Management
Japan
$1.25K
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$818
TWD
250
True Wealth Design
Ohio
$790 +$949 +55 New

SMPL Hedge Fund Activity: Q1 2026 in Review

276 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2026, worth a combined $1.29B — down 27% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SMPL positions and 54 closed out — a net gain of 14 holders — while 99 added to existing stakes and 88 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $35.5M. The largest seller was Fidelity Investments, cutting an estimated $46.1M.

  • 276 institutional investors held Simply Good Foods (SMPL) as of Q1 2026, up from 266 in Q4 2025.
  • Funds reported $1.29B of Simply Good Foods stock for Q1 2026, down 27% quarter-over-quarter.
  • 68 funds opened new Simply Good Foods positions in Q1 2026 and 54 closed out, a net change of +14 holders.
  • The largest Simply Good Foods buyer in Q1 2026 was LSV Asset Management, an estimated $35.5M added.
  • The largest Simply Good Foods seller in Q1 2026 was Fidelity Investments, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2026.