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Simply Good Foods

300 hedge funds and large institutions have $2.3B invested in Simply Good Foods in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $6.89M | Put options by funds: $5.17M

1% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 108

2.79% less ownership

Funds ownership: 95.1%92.31% (-2.8%)

4% less funds holding

Funds holding: 311300 (-11)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

24% less capital invested

Capital invested by funds: $3.04B → $2.3B (-$732M)

Holders
300
Holders Change
-11
Holders Change %
-3.54%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
107
Reduced
108
Closed
60
Calls
$6.89M
Puts
$5.17M
Net Calls
+$1.72M
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
326
HSBC Holdings
United Kingdom
-$288K -9,121 Closed
BPWM
327
BCS Private Wealth Management
New Jersey
-$268K -8,495 Closed
II
328
Inspire Investing
Idaho
-$248K -7,862 Closed
Lido Advisors
329
Lido Advisors
California
-$242K -7,654 Closed
X
330
Xponance
Pennsylvania
-$241K -7,637 Closed
NG
331
Norden Group
Utah
-$237K -7,506 Closed
BCM
332
Bayesian Capital Management
New York
-$237K -7,500 Closed
Cetera Investment Advisers
333
Cetera Investment Advisers
Illinois
-$233K -7,373 Closed
DAS
334
Diversify Advisory Services
Utah
-$209K -7,185 Closed
PFG
335
PAX Financial Group
Texas
-$220K -6,965 Closed
OAM
336
Oppenheimer Asset Management
New York
-$214K -6,763 Closed
CGH
337
Crossmark Global Holdings
Texas
-$207K -6,567 Closed
IB
338
Intrust Bank
Kansas
-$202K -6,406 Closed
TPCW
339
TD Private Client Wealth
New York
-$167K -5,277 Closed
Pacer Advisors
340
Pacer Advisors
Pennsylvania
-$133K -4,205 Closed
MYIA
341
Mount Yale Investment Advisors
Colorado
-$109K -3,436 Closed
SO
342
STRS Ohio
Ohio
-$104K -3,300 Closed
Simplex Trading
343
Simplex Trading
Illinois
-$39.7K -1,345 Closed
WTC
344
WhitTier Trust Company
Nevada
-$11.5K -364 Closed
GRP
345
Global Retirement Partners
California
-$8.5K -269 Closed
TPWA
346
Twin Peaks Wealth Advisors
California
-$6.52K -224 Closed
RCM
347
Richardson Capital Management
Wisconsin
-$3.63K -115 Closed
RAM
348
Riggs Asset Management
Pennsylvania
-$1.9K -60 Closed
HWM
349
Hemington Wealth Management
Virginia
-$1.74K -59 -68%
BIG
350
Brooklyn Investment Group
New York
-$1.77K -56 Closed

SMPL Hedge Fund Activity: Q3 2025 in Review

300 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q3 2025, worth a combined $2.3B — down 24% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SMPL and 54 opened new positions — a net loss of 6 holders — while 108 trimmed existing stakes and 107 added.

The largest buyer was Jane Street, adding an estimated $48M. The largest seller was Fidelity Investments, cutting an estimated $125M.

  • 300 institutional investors held Simply Good Foods (SMPL) as of Q3 2025, down from 311 in Q2 2025.
  • Funds reported $2.3B of Simply Good Foods stock for Q3 2025, down 24% quarter-over-quarter.
  • 54 funds opened new Simply Good Foods positions in Q3 2025 and 60 closed out, a net change of -6 holders.
  • The largest Simply Good Foods buyer in Q3 2025 was Jane Street, an estimated $48M added.
  • The largest Simply Good Foods seller in Q3 2025 was Fidelity Investments, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2025.