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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
JP Morgan Chase
26
JP Morgan Chase
New York
$17M +$5.02M +144,343 +37%
BCM
27
Benchstone Capital Management
New York
$16.4M +$18M +518,293 New
Principal Financial Group
28
Principal Financial Group
Iowa
$15.5M -$793K -22,812 -4%
Citadel Advisors
29
Citadel Advisors
Florida
$15M -$58.9M -1,693,329 -78%
Jane Street
30
Jane Street
New York
$14.8M +$11.5M +331,478 +243%
SAM
31
Scopus Asset Management
New York
$14.5M +$16M +459,686 New
Bank of America
32
Bank of America
North Carolina
$14M -$7.01M -201,538 -31%
PP
33
Prospector Partners
Connecticut
$14M +$5.15M +148,078 +50%
SIC
34
Schwartz Investment Counsel
Michigan
$13.8M +$2.73M +78,500 +22%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$12.3M +$11.7M +335,064 +605%
Barclays
36
Barclays
United Kingdom
$12.3M +$8.85M +254,397 +190%
Victory Capital Management
37
Victory Capital Management
Texas
$12.1M -$40.2M -1,155,711 -75%
Invesco
38
Invesco
Georgia
$12M -$43.3K -1,245 -0.3%
CAM
39
Congress Asset Management
Massachusetts
$11.9M +$661K +19,018 +5%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$11.9M +$6.26M +180,014 +92%
N
41
Nuveen
North Carolina
$11.8M -$1.33M -38,142 -9%
Goldman Sachs
42
Goldman Sachs
New York
$11.7M +$2.45M +70,433 +24%
UBS Group
43
UBS Group
Switzerland
$10.5M +$6.33M +182,087 +122%
UBS AM
44
UBS AM
Illinois
$10M +$3.25M +93,465 +42%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.89M +$749K +21,520 +7%
DB
46
Danske Bank
Denmark
$9.33M +$5.99M +172,259 +140%
Boston Partners
47
Boston Partners
Massachusetts
$9.1M -$20.6M -591,680 -67%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$8.42M +$374K +10,765 +4%
Verition Fund Management
49
Verition Fund Management
Connecticut
$8.32M +$9.16M +263,259 New
TIM
50
Thornburg Investment Management
New Mexico
$8.24M +$9.07M +260,763 New

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.