National Beverage
FIZZ
238 hedge funds and large institutions have $973M invested in National Beverage in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 24 closing their positions.
90% more call options, than puts
Call options by funds: $1.49M | Put options by funds: $784K
75% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 24
8% more funds holding
Funds holding: 221 → 238 (+17)
1% more capital invested
Capital invested by funds: $965M → $973M (+$8.79M)
0.88% more ownership
Funds ownership: 24.15% → 25.02% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Edgestream Partners
Princeton,
New Jersey
|
+$7.24M |
| 2 |
Millennium Management
New York
|
+$4.26M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.63M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$2.73M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.2M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.35M |
| 3 |
BlackRock
New York
|
-$1.96M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.94M |
| 5 |
Squarepoint
New York
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EBA
251
Eagle Bay Advisors
New York
| – | -$21.4K | -502 | Closed |
|
|
KBFS
252
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| – | -$17K | -398 | Closed |
|
|
TCG
253
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$13.9K | -326 | Closed |
|
254
Bessemer Group
Woodbridge,
New Jersey
| – | -$8K | -181 | Closed |
|
|
A
255
AlphaQuest
New York
| – | -$6.61K | -155 | Closed |
|
|
LFA
256
LGT Financial Advisors
Dallas,
Texas
| – | -$3.75K | -88 | Closed |
|
|
VWM
257
Venturi Wealth Management
Austin,
Texas
| – | -$3.24K | -76 | Closed |
|
|
CAS
258
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.1K | -73 | Closed |
|
|
FWA
259
FSC Wealth Advisors
Fishkill,
New York
| – | -$1.66K | -39 | Closed |
|
|
SO
260
Sierra Ocean
Ripon,
California
| – | -$981 | -23 | Closed |
|
|
HFS
261
Hantz Financial Services
Southfield,
Michigan
| – | +$371 | +9 | New |
|
FIZZ Hedge Fund Activity: Q1 2025 in Review
238 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q1 2025, worth a combined $973M — up 0.91% from $965M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FIZZ positions and 24 closed out — a net gain of 18 holders — while 79 added to existing stakes and 79 trimmed.
The largest buyer was Edgestream Partners, opening a new position worth an estimated $7.24M. The largest seller was Citadel Advisors, cutting an estimated $4.2M.
- 238 institutional investors held National Beverage (FIZZ) as of Q1 2025, up from 221 in Q4 2024.
- Funds reported $973M of National Beverage stock for Q1 2025, up 0.91% quarter-over-quarter.
- 42 funds opened new National Beverage positions in Q1 2025 and 24 closed out, a net change of +18 holders.
- The largest National Beverage buyer in Q1 2025 was Edgestream Partners, an estimated $7.24M added.
- The largest National Beverage seller in Q1 2025 was Citadel Advisors, an estimated $4.2M sold.
Based on aggregated 13F filings for Q1 2025.