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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
UBS Group
76
UBS Group
Switzerland
$2.35M -$7.47M -359,105 -75%
AllianceBernstein
77
AllianceBernstein
Tennessee
$2.35M +$267K +12,820 +12%
Raymond James Financial
78
Raymond James Financial
Florida
$2.3M +$1.74M +83,537 +267%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$2.22M +$165K +7,917 +8%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2.2M +$772K +37,118 +51%
GF
81
Gabelli Funds
New York
$2.17M -$83.2K -4,000 -4%
Wells Fargo
82
Wells Fargo
California
$2.07M +$794K +38,137 +59%
BA
83
Bridgewater Associates
Connecticut
$2.01M -$1.38M -66,285 -40%
SFCM
84
Savoir Faire Capital Management
Connecticut
$1.94M -$1.02M -49,254 -34%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$1.87M -$1.36M -65,472 -41%
CEI
86
Clark Estates Inc
New York
$1.85M +$256K +12,300 +15%
VIM
87
Villanova Investment Management
Pennsylvania
$1.79M +$1.86M +89,330 New
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$1.77M -$3.75K -180 -0.2%
Prudential Financial
89
Prudential Financial
New Jersey
$1.74M -$134K -6,427 -7%
CAU
90
Caxton Associates (UK)
$1.69M +$637K +30,618 +57%
Comerica Bank
91
Comerica Bank
Texas
$1.68M +$1.18M +56,878 +213%
CCIA
92
Campbell & Co Investment Adviser
Maryland
$1.64M +$1.31M +62,791 +329%
JG
93
Jain Global
New York
$1.63M -$81.2K -3,900 -5%
Squarepoint
94
Squarepoint
New York
$1.61M +$1.67M +80,175 New
Canada Life
95
Canada Life
Manitoba, Canada
$1.56M
Marshall Wace
96
Marshall Wace
United Kingdom
$1.55M -$25.1M -1,205,060 -94%
American Century Companies
97
American Century Companies
Missouri
$1.53M +$193K +9,251 +14%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$1.52M +$186K +8,932 +13%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$1.37M +$21.4K +1,029 +2%
DFCM
100
Dark Forest Capital Management
Puerto Rico
$1.35M +$625K +30,033 +81%

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.