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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
SO
276
Sierra Ocean
California
$931
CFD
277
Creative Financial Designs
Indiana
$897 +$941 +26 New
Jones Financial Companies
278
Jones Financial Companies
Missouri
$860
BIG
279
Brooklyn Investment Group
New York
$759 +$796 +22 New
SC
280
Stephens Consulting
Michigan
$690 +$724 +20 New
DPW
281
DiNuzzo Private Wealth
Pennsylvania
$656 +$217 +6 +46%
BGAI
282
Bruce G. Allen Investments
Colorado
$621 -$289 -8 -31%
SC
283
SouthState Corp
Florida
$518 +$543 +15 New
AF
284
Allworth Financial
California
$461 +$470 +13 New
SIC
285
SJS Investment Consulting
Ohio
$449
GFPC
286
Global Financial Private Client
Florida
$414 +$253 +7 +140%
TWD
287
True Wealth Design
Ohio
$380 +$398 +11 New
IA
288
IFP Advisors
Florida
$276
AWM
289
Abound Wealth Management
Tennessee
$242
HIA
290
HFM Investment Advisors
New Jersey
$104 +$109 +3 New
PWM
291
Parkworth Wealth Management
California
$103 +$36 +1 +50%
BHWM
292
Bay Harbor Wealth Management
Maryland
$68 +$72 +2 New
SS
293
SBI Securities
Japan
$34
Capital World Investors
294
Capital World Investors
California
-$99.6M -2,554,690 Closed
Man Group
295
Man Group
United Kingdom
-$10.2M -260,895 Closed
Verition Fund Management
296
Verition Fund Management
Connecticut
-$9.55M -244,978 Closed
Renaissance Technologies
297
Renaissance Technologies
New York
-$6.77M -173,600 Closed
HIM
298
Hillsdale Investment Management
Ontario, Canada
-$3.1M -79,400 Closed
LCM
299
Landscape Capital Management
New Jersey
-$2.71M -69,603 Closed
Squarepoint
300
Squarepoint
New York
-$2.36M -65,329 Closed

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.