We are live on ! Find out more
SMPL icon

Simply Good Foods

293 hedge funds and large institutions have $3.31B invested in Simply Good Foods in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $8.39M | Put options by funds: $3.97M

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

5% more funds holding

Funds holding: 278293 (+15)

4% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 103

0.48% more ownership

Funds ownership: 94.49%94.97% (+0.48%)

11% less capital invested

Capital invested by funds: $3.72B → $3.31B (-$410M)

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
54
Increased
107
Reduced
103
Closed
36
Calls
$8.39M
Puts
$3.97M
Net Calls
+$4.42M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
251
Harbor Capital Advisors
Illinois
$8K +$8.47K +234 New
WTA
252
Washington Trust Advisors
Massachusetts
$7.55K
FFA
253
Farther Finance Advisors
California
$7.03K +$5.17K +143 +242%
SW
254
SVB Wealth
Massachusetts
$6.9K +$7.24K +200 New
HCP
255
Hexagon Capital Partners
Arkansas
$6.73K +$4.92K +136 +231%
S
256
SignatureFD
Georgia
$5.66K -$2.31K -64 -28%
GKIM
257
GW&K Investment Management
Massachusetts
$5K +$5.43K +150 New
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$4.76K +$760 +21 +18%
VCM
259
Versant Capital Management
Arizona
$4.31K +$4.52K +125 New
RIL
260
Rothschild Investment LLC
Illinois
$3.97K +$904 +25 +28%
RCM
261
Richardson Capital Management
Wisconsin
$3.97K +$4.16K +115 New
FHA
262
First Horizon Advisors
Tennessee
$3.66K
MCM
263
MAI Capital Management
Ohio
$3.45K
SCM
264
Sterling Capital Management
North Carolina
$3.28K +$72 +2 +2%
Mitsubishi UFJ Asset Management
265
Mitsubishi UFJ Asset Management
Japan
$3K
HWM
266
Hemington Wealth Management
Virginia
$3K +$977 +27 +44%
BIA
267
Bell Investment Advisors
California
$2.86K -$253 -7 -8%
BAM
268
Bellevue Asset Management
Washington
$2.86K
CCM
269
Coldstream Capital Management
Washington
$2.83K +$2.97K +82 New
Federated Hermes
270
Federated Hermes
Pennsylvania
$2.79K -$16.4K -452 -85%
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$1.97K -$181 -5 -8%
LFG
272
Larson Financial Group
Missouri
$1.83K +$1.56K +43 +430%
BFS
273
Bare Financial Services
Pennsylvania
$1.52K +$1.59K +44 New
JWA
274
JFS Wealth Advisors
Pennsylvania
$1.17K -$724 -20 -37%
FNWA
275
Financial Network Wealth Advisors
Utah
$1.03K

SMPL Hedge Fund Activity: Q1 2025 in Review

293 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2025, worth a combined $3.31B — down 11% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SMPL positions and 36 closed out — a net gain of 18 holders — while 107 added to existing stakes and 103 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $99.6M sold.

  • 293 institutional investors held Simply Good Foods (SMPL) as of Q1 2025, up from 278 in Q4 2024.
  • Funds reported $3.31B of Simply Good Foods stock for Q1 2025, down 11% quarter-over-quarter.
  • 54 funds opened new Simply Good Foods positions in Q1 2025 and 36 closed out, a net change of +18 holders.
  • The largest Simply Good Foods buyer in Q1 2025 was Citadel Advisors, an estimated $65.5M added.
  • The largest Simply Good Foods seller in Q1 2025 was Capital World Investors, an estimated $99.6M sold.

Based on aggregated 13F filings for Q1 2025.