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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
KBC Group
201
KBC Group
Belgium
$61K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$59.3K -$16.9K -812 -22%
PWPS
203
Pinnacle Wealth Planning Services
Ohio
$55.7K +$57.7K +2,773 New
SCM
204
Sterling Capital Management
North Carolina
$47.4K -$2.16K -104 -4%
PA
205
Parallel Advisors
California
$42.7K +$27.7K +1,331 +167%
BTI
206
Blue Trust Inc
Georgia
$38.9K -$34.3K -1,647 -46%
HFS
207
Hantz Financial Services
Michigan
$36K +$16.8K +807 +82%
SAM
208
Smartleaf Asset Management
Massachusetts
$35.8K +$3.85K +185 +11%
US Bancorp
209
US Bancorp
Minnesota
$31.3K -$49.8K -2,392 -61%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$30.8K +$1.69K +81 +6%
VCM
211
Versant Capital Management
Arizona
$29.3K +$21.6K +1,038 +245%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$26.6K -$44.4K -2,132 -62%
DB
213
Danske Bank
Denmark
$24.1K -$500K -24,028 -95%
LSA
214
Leonteq Securities AG
Switzerland
$23.6K -$2.64K -127 -10%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$23.5K +$18.1K +871 +289%
Ohio Public Employees Retirement System (OPERS)
216
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.6K +$4.47K +215 +24%
QL
217
Quarry LP
New York
$21.1K -$26.7K -1,281 -55%
LFG
218
Larson Financial Group
Missouri
$20.2K +$21K +1,007 New
BNP Paribas Asset Management
219
BNP Paribas Asset Management
France
$19K +$2.81K +135 +17%
BCV
220
Banque Cantonale Vaudoise
Switzerland
$18K
EWA
221
EverSource Wealth Advisors
Alabama
$17.5K -$2.37K -114 -12%
FFO
222
Fortitude Family Office
Arizona
$17.1K +$16.9K +812 +2,082%
FFA
223
Farther Finance Advisors
California
$15.8K +$15K +719 +1,027%
TWC
224
TD Waterhouse Canada
Ontario, Canada
$15.3K +$15.9K +764 New
TM
225
Torren Management
California
$15.1K +$15.6K +750 New

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.