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HFM Investment Advisors’s Utz Brands UTZ Stock Holding History

HFM Investment Advisors’s Portfolio UTZ Stock Details UTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$24 – 1336
2025
Q3 		$24 Hold
2
– – ﹤0.01% 1252
2025
Q2 		$25 Buy
2
+1
+100% +$13 ﹤0.01% 1259
2025
Q1 		$15 Buy
+1
New +$14 ﹤0.01% 1171

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HFM Investment Advisors's UTZ Position: Q4 2025 in Review

HFM Investment Advisors sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 2 shares — an estimated $24 sold.

HFM Investment Advisors first reported a position in UTZ in Q1 2025 and held it in 3 quarters. The position peaked at $25 in Q2 2025. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • HFM Investment Advisors reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • HFM Investment Advisors sold 2 Utz Brands shares in Q4 2025, an estimated $24.
  • HFM Investment Advisors first reported a position in Utz Brands in Q1 2025 and held it in 3 quarters.
  • HFM Investment Advisors's Utz Brands position peaked at $25 in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.