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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
BlackRock
1
BlackRock
New York
$277M +$10M +481,272 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$213M +$5.19M +249,405 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$110M -$30.5M -1,467,859 -21%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$79.8M -$6.57M -315,497 -7%
State Street
5
State Street
Massachusetts
$71.1M -$641K -30,780 -0.9%
BTW
6
Boston Trust Walden
Massachusetts
$66.4M -$4.49M -215,826 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$46.9M -$80K -3,844 -0.2%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$42.7M +$9.78M +469,903 +28%
Morgan Stanley
9
Morgan Stanley
New York
$39.2M +$24.9M +1,198,496 +159%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$38.3M -$268K -12,871 -0.7%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$38.1M -$14M -674,011 -26%
SAM
12
Silvercrest Asset Management
New York
$37.1M +$1.26M +60,508 +3%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$32.5M +$25.2M +1,209,008 +294%
RRAM
14
River Road Asset Management
Kentucky
$31.9M +$33M +1,586,490 New
SCM
15
Shapiro Capital Management
Georgia
$27.9M +$14.5M +698,745 +101%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$25.6M -$757K -36,388 -3%
Charles Schwab
17
Charles Schwab
California
$23.4M +$2.4M +115,538 +11%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$22.8M -$16.9M -812,606 -42%
Jane Street
19
Jane Street
New York
$21M -$21.8M -1,046,432 -50%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$20.4M +$2.37M +113,759 +13%
Goldman Sachs
21
Goldman Sachs
New York
$19.2M +$6.74M +323,868 +51%
Northern Trust
22
Northern Trust
Illinois
$18.4M -$383K -18,425 -2%
Two Sigma Investments
23
Two Sigma Investments
New York
$18.1M +$10.6M +509,992 +131%
Ameriprise
24
Ameriprise
Minnesota
$17M +$1.71M +82,028 +11%
Bank of America
25
Bank of America
North Carolina
$16.9M +$10.9M +522,501 +164%

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.