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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 54 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $1.7M

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

6% more funds holding

Funds holding: 293311 (+18)

6% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 108

0.13% more ownership

Funds ownership: 94.97%95.1% (+0.13%)

8% less capital invested

Capital invested by funds: $3.31B → $3.04B (-$275M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
311
Holders Change
+18
Holders Change %
+6.14%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
115
Reduced
108
Closed
33
Calls
$3.62M
Puts
$1.7M
Net Calls
+$1.92M
Net Calls Change
-$2.5M
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 +$18.7K +538 +125%
PS
253
Principal Securities
Iowa
$29.4K -$417 -12 -1%
PA
254
Parallel Advisors
California
$28.1K +$4.14K +119 +15%
BNP Paribas Asset Management
255
BNP Paribas Asset Management
France
$28K +$30.3K +871 New
Ohio Public Employees Retirement System (OPERS)
256
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.2K +$1.39K +40 +5%
UB
257
UMB Bank
Missouri
$21.4K -$2.09K -60 -8%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$19K -$8.94K -257 -30%
NS
259
NBC Securities
Alabama
$17K
CA
260
Clearstead Advisors
Ohio
$15.3K +$16.9K +485 New
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 +$7.44K +214 +214%
HNB
265
Huntington National Bank
Ohio
$9.04K +$104 +3 +1%
HCA
266
Harbor Capital Advisors
Illinois
$9K +$1.5K +43 +18%
GRP
267
Global Retirement Partners
California
$8.5K +$9.36K +269 New
RA
268
Rise Advisors
New York
$8.44K
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$7.58K -$1.04K -30 -11%
Optiver Holding
270
Optiver Holding
Netherlands
$7.39K -$2.99K -86 -27%
WTA
271
Washington Trust Advisors
Massachusetts
$6.92K
BC
272
Bayforest Capital
United Kingdom
$6.89K -$152K -4,381 -95%
TPWA
273
Twin Peaks Wealth Advisors
California
$6.52K +$7.79K +224 New
S
274
SignatureFD
Georgia
$5.62K +$487 +14 +9%
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$5.53K +$1.29K +37 +27%

SMPL Hedge Fund Activity: Q2 2025 in Review

311 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q2 2025, worth a combined $3.04B — down 8.3% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SMPL positions and 33 closed out — a net gain of 21 holders — while 115 added to existing stakes and 108 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $53.8M. The largest seller was Citadel Advisors, cutting an estimated $58.9M.

  • 311 institutional investors held Simply Good Foods (SMPL) as of Q2 2025, up from 293 in Q1 2025.
  • Funds reported $3.04B of Simply Good Foods stock for Q2 2025, down 8.3% quarter-over-quarter.
  • 54 funds opened new Simply Good Foods positions in Q2 2025 and 33 closed out, a net change of +21 holders.
  • The largest Simply Good Foods buyer in Q2 2025 was William Blair Investment Management, an estimated $53.8M added.
  • The largest Simply Good Foods seller in Q2 2025 was Citadel Advisors, an estimated $58.9M sold.

Based on aggregated 13F filings for Q2 2025.