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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
BFS
276
Bare Financial Services
Pennsylvania
$4.9K +$3.86K +111 +252%
VCM
277
Versant Capital Management
Arizona
$3.95K
RCM
278
Richardson Capital Management
Wisconsin
$3.63K
Mitsubishi UFJ Asset Management
279
Mitsubishi UFJ Asset Management
Japan
$2.75K
BAM
280
Bellevue Asset Management
Washington
$2.62K
BIA
281
Bell Investment Advisors
California
$2.4K -$243 -7 -8%
HWM
282
Hemington Wealth Management
Virginia
$2K -$70 -2 -2%
HFS
283
Hantz Financial Services
Michigan
$2K +$1.46K +42 +300%
RAM
284
Riggs Asset Management
Pennsylvania
$1.9K +$2.09K +60 New
Jones Financial Companies
285
Jones Financial Companies
Missouri
$1.82K +$1.11K +32 +128%
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$1.8K
BIG
287
Brooklyn Investment Group
New York
$1.77K +$1.18K +34 +155%
RIL
288
Rothschild Investment LLC
Illinois
$1.74K -$2.09K -60 -52%
Federated Hermes
289
Federated Hermes
Pennsylvania
$1.64K -$1.01K -29 -36%
CT
290
Clearstead Trust
Maine
$1.64K +$1.81K +52 New
KG
291
Kilter Group
New York
$1.64K +$1.81K +52 New
AF
292
Allworth Financial
California
$1.55K +$1.25K +36 +277%
FHA
293
First Horizon Advisors
Tennessee
$1.33K -$2.23K -64 -60%
FFO
294
Fortitude Family Office
Arizona
$1.2K +$1.32K +38 New
JWA
295
JFS Wealth Advisors
Pennsylvania
$948 -$139 -4 -12%
FNWA
296
Financial Network Wealth Advisors
Utah
$948
SO
297
Sierra Ocean
California
$853
BGAI
298
Bruce G. Allen Investments
Colorado
$695 +$139 +4 +22%
FFA
299
Farther Finance Advisors
California
$600 -$6.37K -183 -91%
DPW
300
DiNuzzo Private Wealth
Pennsylvania
$569 -$35 -1 -5%

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.