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Simply Good Foods

300 hedge funds and large institutions have $2.3B invested in Simply Good Foods in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $6.89M | Put options by funds: $5.17M

1% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 108

2.79% less ownership

Funds ownership: 95.1%92.31% (-2.8%)

4% less funds holding

Funds holding: 311300 (-11)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

24% less capital invested

Capital invested by funds: $3.04B → $2.3B (-$732M)

Holders
300
Holders Change
-11
Holders Change %
-3.54%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
107
Reduced
108
Closed
60
Calls
$6.89M
Puts
$5.17M
Net Calls
+$1.72M
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$331M -$2.9M -98,100 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M -$1.54M -52,172 -0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M -$125M -4,217,827 -38%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$106M +$10.2M +346,395 +9%
State Street
5
State Street
Massachusetts
$88.6M -$2.25M -76,303 -2%
BTW
6
Boston Trust Walden
Massachusetts
$87.4M +$14.4M +486,837 +16%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$63.8M -$56.9M -1,926,410 -43%
CIP
8
Champlain Investment Partners
Vermont
$62M -$1.16M -39,417 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$58M +$767K +25,963 +1%
Jane Street
10
Jane Street
New York
$51.9M +$48M +1,624,587 +347%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$48.3M -$100M -3,395,469 -64%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$47.7M -$28.8M -976,754 -34%
SAM
13
Silvercrest Asset Management
New York
$44.4M -$2.01M -68,225 -4%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$41.1M +$3.21M +108,638 +7%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$32.6M +$21.1M +715,110 +119%
Marshall Wace
16
Marshall Wace
United Kingdom
$31.8M +$37.9M +1,282,221 New
Millennium Management
17
Millennium Management
New York
$30.9M +$30.5M +1,032,358 +483%
Charles Schwab
18
Charles Schwab
California
$26.1M +$170K +5,743 +0.5%
Handelsbanken Fonder
19
Handelsbanken Fonder
Sweden
$24.8M +$4.13M +140,000 +16%
Franklin Resources
20
Franklin Resources
California
$24M +$349K +11,830 +1%
Northern Trust
21
Northern Trust
Illinois
$23.2M -$1.35M -45,838 -5%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$22.4M +$23.6M +799,983 +781%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$19M +$20.6M +697,689 +1,036%
Ameriprise
24
Ameriprise
Minnesota
$18.9M +$16.6M +563,802 +283%
Morgan Stanley
25
Morgan Stanley
New York
$18.7M -$2.06M -69,743 -8%

SMPL Hedge Fund Activity: Q3 2025 in Review

300 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q3 2025, worth a combined $2.3B — down 24% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SMPL and 54 opened new positions — a net loss of 6 holders — while 108 trimmed existing stakes and 107 added.

The largest buyer was Jane Street, adding an estimated $48M. The largest seller was Fidelity Investments, cutting an estimated $125M.

  • 300 institutional investors held Simply Good Foods (SMPL) as of Q3 2025, down from 311 in Q2 2025.
  • Funds reported $2.3B of Simply Good Foods stock for Q3 2025, down 24% quarter-over-quarter.
  • 54 funds opened new Simply Good Foods positions in Q3 2025 and 60 closed out, a net change of -6 holders.
  • The largest Simply Good Foods buyer in Q3 2025 was Jane Street, an estimated $48M added.
  • The largest Simply Good Foods seller in Q3 2025 was Fidelity Investments, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2025.