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Celsius Holdings

454 hedge funds and large institutions have $3.88B invested in Celsius Holdings in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 151 increasing their positions, 160 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

16% more call options, than puts

Call options by funds: $772M | Put options by funds: $664M

6% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 160

1.43% less ownership

Funds ownership: 63.76%62.33% (-1.4%)

12% less funds holding

Funds holding: 513454 (-59)

17% less capital invested

Capital invested by funds: $4.66B → $3.88B (-$784M)

35% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 141

Holders
454
Holders Change
-59
Holders Change %
-11.5%
% of All Funds
5.98%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
92
Increased
151
Reduced
160
Closed
141
Calls
$772M
Puts
$664M
Net Calls
+$108M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$417M +$10.3M +345,837 +2%
BlackRock
2
BlackRock
New York
$400M -$26.2M -883,879 -6%
AllianceBernstein
3
AllianceBernstein
Tennessee
$376M +$42.8M +1,444,020 +11%
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$181M +$76.9M +2,591,345 +60%
State Street
5
State Street
Massachusetts
$137M -$3.93M -132,446 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$124M -$189M -6,382,173 -57%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$107M +$47M +1,585,839 +64%
Capital International Investors
8
Capital International Investors
California
$106M -$219K -7,367 -0.2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$106M -$107M -3,593,110 -47%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$90.5M -$20.7M -697,681 -17%
Morgan Stanley
11
Morgan Stanley
New York
$88M +$36.1M +1,216,019 +57%
CIP
12
Champlain Investment Partners
Vermont
$85.1M +$95.8M +3,229,598 New
Citigroup
13
Citigroup
New York
$84.4M +$12.7M +427,832 +15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$79M -$114K -3,840 -0.1%
CGH
15
Contrarius Group Holdings
Bermuda
$75.5M +$85.1M +2,867,690 New
Norges Bank
16
Norges Bank
Norway
$72.6M +$64.6M +2,176,368 +376%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$70.6M +$8.86M +298,565 +13%
Invesco
18
Invesco
Georgia
$61.9M -$21.3M -719,533 -23%
Raymond James Financial
19
Raymond James Financial
Florida
$61.2M +$68.9M +2,321,946 New
SG Americas Securities
20
SG Americas Securities
New York
$50.9M +$56.8M +1,914,264 +10,320%
Ameriprise
21
Ameriprise
Minnesota
$50.8M +$13.9M +468,094 +32%
UBS Group
22
UBS Group
Switzerland
$49.4M +$44.1M +1,486,308 +380%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$40.5M -$41.9M -1,414,258 -48%
Charles Schwab
24
Charles Schwab
California
$37.1M +$800K +26,959 +2%
Northern Trust
25
Northern Trust
Illinois
$35.5M +$5.43M +183,163 +16%

CELH Hedge Fund Activity: Q4 2024 in Review

454 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Celsius Holdings (CELH) for Q4 2024, worth a combined $3.88B — down 17% from $4.66B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of CELH and 92 opened new positions — a net loss of 49 holders — while 160 trimmed existing stakes and 151 added.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $95.8M. The largest seller was JP Morgan Chase, cutting an estimated $189M.

  • 454 institutional investors held Celsius Holdings (CELH) as of Q4 2024, down from 513 in Q3 2024.
  • Funds reported $3.88B of Celsius Holdings stock for Q4 2024, down 17% quarter-over-quarter.
  • 92 funds opened new Celsius Holdings positions in Q4 2024 and 141 closed out, a net change of -49 holders.
  • The largest Celsius Holdings buyer in Q4 2024 was Champlain Investment Partners, an estimated $95.8M added.
  • The largest Celsius Holdings seller in Q4 2024 was JP Morgan Chase, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2024.