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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
AG
26
Algert Global
California
$5.52M +$1.12M +25,467 +25%
LCM
27
Landscape Capital Management
New Jersey
$5.33M +$3.99M +90,616 +278%
PGFC
28
Peapack-Gladstone Financial Corp
New Jersey
$5.19M
Goldman Sachs
29
Goldman Sachs
New York
$5.11M -$3.46M -78,674 -40%
Principal Financial Group
30
Principal Financial Group
Iowa
$5.02M -$31.7K -721 -0.6%
Teacher Retirement System of Texas
31
Teacher Retirement System of Texas
Texas
$4.6M +$211K +4,794 +5%
JP Morgan Chase
32
JP Morgan Chase
New York
$4.17M -$786K -17,857 -16%
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$4.04M +$1.54M +34,905 +60%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$3.53M +$144K +3,276 +4%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.44M +$241K +5,478 +7%
Stifel Financial
36
Stifel Financial
Missouri
$3.42M -$93.1K -2,116 -3%
GI
37
GAMCO Investors
Connecticut
$3.08M -$136K -3,091 -4%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$2.89M +$46.4K +1,054 +2%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.72M +$118K +2,684 +4%
UBS AM
40
UBS AM
Illinois
$2.7M +$1.31M +29,850 +91%
ECM
41
ExodusPoint Capital Management
New York
$2.59M +$877K +19,929 +50%
First Trust Advisors
42
First Trust Advisors
Illinois
$2.54M +$2.1M +47,672 +435%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$2.43M +$1.29M +29,362 +109%
N
44
Nuveen
North Carolina
$2.4M -$492K -11,184 -17%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$2.34M +$105K +2,377 +5%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$2.33M -$283K -6,431 -11%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.32M +$361K +8,200 +18%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$2.27M +$791K +17,965 +52%
UBS Group
49
UBS Group
Switzerland
$2.22M -$2.57M -58,495 -53%
EP
50
Edgestream Partners
New Jersey
$2.15M -$5.55M -126,038 -72%

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.