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National Beverage

233 hedge funds and large institutions have $1.01B invested in National Beverage in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $519K

45% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 69

4% more capital invested

Capital invested by funds: $973M → $1.01B (+$41.7M)

0.05% more ownership

Funds ownership: 25.02%25.07% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 238233 (-5)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
233
Holders Change
-5
Holders Change %
-2.1%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
100
Reduced
69
Closed
27
Calls
$1.18M
Puts
$519K
Net Calls
+$665K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
SJS Investment Consulting
Ohio
$390 -$44 -1 -10%
FFA
227
Farther Finance Advisors
California
$389 +$176 +4 +80%
HIA
228
HFM Investment Advisors
New Jersey
$259 +$176 +4 +200%
AWM
229
Abound Wealth Management
Tennessee
$173
RWM
230
Rialto Wealth Management
New York
$130 +$132 +3 New
BHWM
231
Bay Harbor Wealth Management
Maryland
$86 -$44 -1 -33%
PWM
232
Parkworth Wealth Management
California
$86 -$44 -1 -33%
LFG
233
Larson Financial Group
Missouri
$86
Cerity Partners
234
Cerity Partners
New York
-$7.79M -187,442 Closed
Marshall Wace
235
Marshall Wace
United Kingdom
-$3.05M -73,323 Closed
SCM
236
Semanteon Capital Management
Massachusetts
-$1.07M -25,645 Closed
Allspring Global Investments
237
Allspring Global Investments
North Carolina
-$1.02M -24,176 Closed
Asset Management One
238
Asset Management One
Japan
-$628K -15,121 Closed
CF
239
Corebridge Financial
Texas
-$510K -12,267 Closed
Walleye Capital
240
Walleye Capital
New York
-$475K -11,424 Closed
Voloridge Investment Management
241
Voloridge Investment Management
Florida
-$339K -8,155 Closed
WCM
242
Warburton Capital Management
Oklahoma
-$271K -6,531 Closed
IC
243
IEQ Capital
California
-$256K -6,173 Closed
Walleye Trading
244
Walleye Trading
New York
-$248K -5,971 Closed
BHCM
245
Brevan Howard Capital Management
Jersey
-$233K -5,604 Closed
GCM
246
Gallacher Capital Management
Colorado
-$228K -5,484 Closed
SSA
247
Schonfeld Strategic Advisors
New York
-$220K -5,300 Closed
CWM
248
CIBC World Markets
New York
-$217K -5,214 Closed
TW
249
Trajan Wealth
Arizona
-$204K -4,906 Closed
FH
250
Financial Harvest
Florida
-$257K -3,890 Closed

FIZZ Hedge Fund Activity: Q2 2025 in Review

233 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q2 2025, worth a combined $1.01B — up 4.3% from $973M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FIZZ and 23 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 100 added.

The largest buyer was Millennium Management, adding an estimated $6.26M. The largest seller was Cerity Partners, exiting entirely with an estimated $7.79M sold.

  • 233 institutional investors held National Beverage (FIZZ) as of Q2 2025, down from 238 in Q1 2025.
  • Funds reported $1.01B of National Beverage stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 23 funds opened new National Beverage positions in Q2 2025 and 27 closed out, a net change of -4 holders.
  • The largest National Beverage buyer in Q2 2025 was Millennium Management, an estimated $6.26M added.
  • The largest National Beverage seller in Q2 2025 was Cerity Partners, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2025.