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Simply Good Foods

266 hedge funds and large institutions have $1.77B invested in Simply Good Foods in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 95 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $2.03M

3% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 95

0.34% more ownership

Funds ownership: 92.31%92.66% (+0.34%)

11% less funds holding

Funds holding: 300266 (-34)

23% less capital invested

Capital invested by funds: $2.3B → $1.77B (-$536M)

36% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 81

Holders
266
Holders Change
-34
Holders Change %
-11.33%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
98
Reduced
95
Closed
81
Calls
$5.59M
Puts
$2.03M
Net Calls
+$3.56M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
326
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$35.8K -1,444 Closed
Group One Trading
327
Group One Trading
Illinois
-$22.7K -1,093 Closed
ACM
328
Aster Capital Management
United Arab Emirates
-$27K -1,088 Closed
SIC
329
Salem Investment Counselors
North Carolina
-$26.1K -1,050 Closed
PS
330
Principal Securities
Iowa
-$14K -565 Closed
NS
331
NBC Securities
Alabama
-$13.8K -557 Closed
RA
332
Rise Advisors
New York
-$6.63K -267 Closed
WTA
333
Washington Trust Advisors
Massachusetts
-$5.44K -219 Closed
RTL
334
Red Tortoise LLC
Georgia
-$4.47K -180 Closed
ASN
335
Advisory Services Network
Georgia
-$2.88K -116 Closed
BAM
336
Bellevue Asset Management
Washington
-$2.06K -83 Closed
WANY
337
Wealthspire Advisors (New York)
New York
-$1.76K -71 Closed
KG
338
Kilter Group
New York
-$1.51K -61 Closed
CT
339
Clearstead Trust
Maine
-$1.29K -52 Closed
FNWA
340
Financial Network Wealth Advisors
Utah
-$745 -30 Closed
HFS
341
Hughes Financial Services
Virginia
-$384 -20 Closed
MA
342
Montag & Associates
Georgia
-$472 -19 Closed
CA
343
Clearstead Advisors
Ohio
-$298 -12 Closed
RF
344
Rossby Financial
Florida
-$298 -12 Closed
TWD
345
True Wealth Design
Ohio
-$298 -12 Closed
HIA
346
HFM Investment Advisors
New Jersey
-$74 -3 Closed

SMPL Hedge Fund Activity: Q4 2025 in Review

266 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q4 2025, worth a combined $1.77B — down 23% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SMPL and 52 opened new positions — a net loss of 29 holders — while 95 trimmed existing stakes and 98 added.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $33M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $62M sold.

  • 266 institutional investors held Simply Good Foods (SMPL) as of Q4 2025, down from 300 in Q3 2025.
  • Funds reported $1.77B of Simply Good Foods stock for Q4 2025, down 23% quarter-over-quarter.
  • 52 funds opened new Simply Good Foods positions in Q4 2025 and 81 closed out, a net change of -29 holders.
  • The largest Simply Good Foods buyer in Q4 2025 was River Road Asset Management, an estimated $33M added.
  • The largest Simply Good Foods seller in Q4 2025 was Champlain Investment Partners, an estimated $62M sold.

Based on aggregated 13F filings for Q4 2025.