Fund Insights
Common Fund Bets
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Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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AWA
Acumen Wealth Advisors’s
Utz Brands
UTZ
Stock Holding History
Acumen Wealth Advisors’s Portfolio
UTZ Stock Details
UTZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Hold
0
–
–
–
522
Other funds holding UTZ
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
JP Morgan Chase
New York
$1.81T AUM
41.13%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$495B AUM
43.24%
1-Year Est. Return
CCM
Copeland Capital Management
Conshohocken, Pennsylvania
$4.34B AUM
17.52%
1-Year Est. Return
Millennium Management
New York
$276B AUM
44.8%
1-Year Est. Return
Alyeska Investment Group
Chicago, Illinois
$38.9B AUM
28.51%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$80.2B AUM
51.53%
1-Year Est. Return
Jennison Associates
New York
$167B AUM
44.17%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.88T AUM
44.46%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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