Who Owns Solo Brands, Inc. (SBDS)?Hedge Fund & Institutional Holders

$6.75-0.18 (-2.60%)Consumer CyclicalNYSE

Institutional Holders

30

as of Q4 2025

Total Institutional Value

$6.660000160002e+33T

% of Float Held

QoQ Change in Holders

+7 / -2

Price History

$5.70$9.22$12.75$16.27$19.79Jul 25Nov 25Mar 26

SBDS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SUMMIT PARTNERS L PNew Position+1.1M+$6.7B
ROYAL BANK OF CANADAIncreased+66+$0
GEODE CAPITAL MANAGEMENT, LLCIncreased+3K+$0
CWM, LLCNew Position+1+$0
Empowered Funds, LLCNew Position+9K+$0
True Wealth Design, LLCNew Position+1+$0
ORG Partners LLCNew Position+7+$0
FMR LLCNew Position+2+$0
NISA INVESTMENT ADVISORS, LLCNew Position+12+$0
VANGUARD GROUP INCIncreased+6K+$-207K
UBS Group AGIncreased+1K+$-11.7M

SBDS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MILLENNIUM MANAGEMENT LLCClosed Position-10K-$152.3M
GROUP ONE TRADING LLCDecreased-466-$8.5M
Tower Research Capital LLC (TRC)Closed Position-521-$7.9M
CITIGROUP INCDecreased-9-$5.9M
MORGAN STANLEYDecreased-31-$16K
JPMORGAN CHASE & CODecreased-9-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SUMMIT PARTNERS L P1,100,870$6.7B0.63%Share
2UBS Group AG2,707$16.0M0.00%Share
3UBS Group AG452$2.0M0.00%Share
4EverSource Wealth Advisors, LLC12$00.00%Share
5Sound Income Strategies, LLC5$00.00%Share
6VANGUARD GROUP INC16,830$00.00%Share
7VANGUARD GROUP INC2,684$00.00%Share
8GEODE CAPITAL MANAGEMENT, LLC12,942$00.00%Share
9GEODE CAPITAL MANAGEMENT, LLC4,077$00.00%Share
10MORGAN STANLEY1,032$00.00%Share
11MORGAN STANLEY59$00.00%Share
12FIFTH THIRD BANCORP25$00.00%Share
13NISA INVESTMENT ADVISORS, LLC12$00.00%Share
14True Wealth Design, LLC1$00.00%Share
15OSAIC HOLDINGS, INC.7$00.00%Share
16BARCLAYS PLC38,297$00.00%Share
17ROYAL BANK OF CANADA14$00.00%Share
18ROYAL BANK OF CANADA90$00.00%Share
19ORG Partners LLC7$00.00%Share
20FMR LLC2$00.00%Share
21BANK OF AMERICA CORP /DE/75$00.00%Share
22BANK OF AMERICA CORP /DE/58$00.00%Share
23BANK OF AMERICA CORP /DE/2$00.00%Share
24CITIGROUP INC381$00.00%Share
25JPMORGAN CHASE & CO29$00.00%Share
26JPMORGAN CHASE & CO28$00.00%Share
27Empowered Funds, LLC8,913$00.00%Share
28Legacy Wealth Managment, LLC/ID31$00.00%Share
29CWM, LLC1$00.00%Share
30GROUP ONE TRADING LLC94$00.00%Share

SBDS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$6.7B+5
Q3 202517$784.7M+13
Q2 20254$151.8M-69
Q1 202573$9.5B-6
Q4 202479$595.2B+0
Q3 202479$1.1T-3
Q2 202482$1.8T-8
Q1 202490$176.6T

Similar Stocks by Institutional Ownership

As of Q4 2025, 30 institutional investors hold SBDS (Solo Brands, Inc.). The largest holder is SUMMIT PARTNERS L P with $6.7B in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SBDS?

As of Q4 2025, 30 institutional investors report holding SBDS (Solo Brands, Inc.) in their 13F filings.

Who is the largest institutional holder of SBDS?

The largest institutional holder of SBDS is SUMMIT PARTNERS L P with $6.7B in shares.

Is institutional ownership of SBDS increasing or decreasing?

This quarter, 7 institutions opened new positions in SBDS and 2 closed their positions.