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Simply Good Foods

311 hedge funds and large institutions have $3.04B invested in Simply Good Foods in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

6% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 108

7% less capital invested

Capital invested by funds: $3.27B → $3.04B (-$237M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.62M
Puts
$1.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$32.9K
EWA
252
EverSource Wealth Advisors
Alabama
$30.5K
PS
253
Principal Securities
Iowa
$29.4K
PA
254
Parallel Advisors
California
$28.1K
BNP Paribas Asset Management
255
BNP Paribas Asset Management
France
$28K
Ohio Public Employees Retirement System (OPERS)
256
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.2K
UB
257
UMB Bank
Missouri
$21.4K
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$19K
NS
259
NBC Securities
Alabama
$17K
CA
260
Clearstead Advisors
Ohio
$15.3K
CTC
261
Central Trust Company
Missouri
$12.6K
WTC
262
WhitTier Trust Company
Nevada
$11.5K
IA
263
IFP Advisors
Florida
$11.2K
MCM
264
MAI Capital Management
Ohio
$9.92K
HNB
265
Huntington National Bank
Ohio
$9.04K
HCA
266
Harbor Capital Advisors
Illinois
$9K
GRP
267
Global Retirement Partners
California
$8.5K
RA
268
Rise Advisors
New York
$8.44K
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$7.58K
Optiver Holding
270
Optiver Holding
Netherlands
$7.39K
WTA
271
Washington Trust Advisors
Massachusetts
$6.92K
BC
272
Bayforest Capital
United Kingdom
$6.89K
TPWA
273
Twin Peaks Wealth Advisors
California
$6.52K
S
274
SignatureFD
Georgia
$5.62K
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$5.53K