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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
BlackRock
1
BlackRock
New York
$424M -$9.75M -280,178 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$353M +$12.3M +352,833 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$330M +$309K +8,882 +0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$169M +$39.9M +1,145,902 +27%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$142M -$24.3M -698,281 -13%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$125M +$6.18M +177,639 +5%
State Street
7
State Street
Massachusetts
$115M +$490K +14,089 +0.4%
BTW
8
Boston Trust Walden
Massachusetts
$95.8M +$1.09M +31,455 +1%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$91.6M -$78.7K -2,263 -0.1%
CIP
10
Champlain Investment Partners
Vermont
$80.1M -$15M -432,263 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$73M +$1.94M +55,727 +2%
SAM
12
Silvercrest Asset Management
New York
$58.6M -$1.09M -31,305 -2%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$48.8M +$53.8M +1,546,099 New
Norges Bank
14
Norges Bank
Norway
$36.4M +$833K +23,939 +2%
Charles Schwab
15
Charles Schwab
California
$33M +$149K +4,294 +0.4%
WP
16
Woodline Partners
California
$31.6M -$23.1M -664,528 -40%
Northern Trust
17
Northern Trust
Illinois
$31M -$1.02M -29,188 -3%
Franklin Resources
18
Franklin Resources
California
$30.2M +$3.11M +89,497 +10%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$29.8M +$1.9M +54,570 +6%
Handelsbanken Fonder
20
Handelsbanken Fonder
Sweden
$27.1M -$13.3M -382,300 -31%
Morgan Stanley
21
Morgan Stanley
New York
$26M +$2.78M +79,788 +11%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$24.7M +$258K +7,414 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$20.2M -$667K -19,167 -3%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$18.9M +$9.32M +268,023 +81%
SIMG
25
Stephens Investment Management Group
Texas
$17.1M +$4.17M +119,892 +29%

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.