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National Beverage

240 hedge funds and large institutions have $798M invested in National Beverage in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

641% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $310K

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

6% more capital invested

Capital invested by funds: $752M → $798M (+$45.9M)

4% more funds holding

Funds holding: 230240 (+10)

0.15% more ownership

Funds ownership: 25.19%25.34% (+0.15%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
240
Holders Change
+10
Holders Change %
+4.35%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
95
Reduced
66
Closed
28
Calls
$2.3M
Puts
$310K
Net Calls
+$1.99M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
226
Bell Investment Advisors
California
$472 +$485 +14 New
AssetMark Inc
227
AssetMark Inc
California
$404
HI
228
Harbour Investments
Wisconsin
$404
DPW
229
DiNuzzo Private Wealth
Pennsylvania
$404 +$243 +7 +140%
BHWM
230
Bay Harbor Wealth Management
Maryland
$370 +$243 +7 +175%
RF
231
Rossby Financial
Florida
$271 +$277 +8 New
IAIM
232
International Assets Investment Management
Florida
$169
AWM
233
Abound Wealth Management
Tennessee
$135
AW
234
Ankerstar Wealth
Texas
$135
HIA
235
HFM Investment Advisors
New Jersey
$135 +$69 +2 +100%
GWM
236
Gilpin Wealth Management
Colorado
$101 +$104 +3 New
VWM
237
Vermillion Wealth Management
Minnesota
$101 +$104 +3 New
BWL
238
Bogart Wealth LLC
Virginia
$67 +$69 +2 New
CW
239
Curio Wealth
Maryland
$67 +$69 +2 New
HFS
240
Hughes Financial Services
Virginia
$34 +$35 +1 New
Two Sigma Advisers
241
Two Sigma Advisers
New York
-$9.46M -296,800 Closed
Norges Bank
242
Norges Bank
Norway
-$8.35M -261,990 Closed
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
-$3.83M -120,000 Closed
Jacobs Levy Equity Management
244
Jacobs Levy Equity Management
New Jersey
-$2.67M -83,703 Closed
Tudor Investment Corp
245
Tudor Investment Corp
Connecticut
-$2.13M -66,802 Closed
JWCA
246
J.W. Cole Advisors
Florida
-$692K -21,713 Closed
LCM
247
Laurion Capital Management
New York
-$677K -21,227 Closed
SCM
248
Shelton Capital Management
Colorado
-$609K -19,083 Closed
VA
249
Vident Advisory
Georgia
-$588K -18,436 Closed
BP
250
Ballentine Partners
Massachusetts
-$547K -17,162 Closed