We are live on ! Find out more
FIZZ icon

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
EGM
101
Engineers Gate Manager
New York
$569K +$84.2K +1,913 +17%
Mirae Asset Global ETFs Holdings
102
Mirae Asset Global ETFs Holdings
Hong Kong
$569K -$36.3K -824 -6%
BFG
103
Bleakley Financial Group
New Jersey
$563K -$40.5K -920 -7%
WIC
104
Willis Investment Counsel
Georgia
$542K +$262K +5,944 +90%
Raymond James Financial
105
Raymond James Financial
Florida
$523K -$77.8K -1,768 -13%
IMRF
106
Illinois Municipal Retirement Fund
Illinois
$512K +$23.8K +542 +5%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$471K -$4.4K -100 -0.9%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$443K +$450K +10,238 New
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$440K
Connor, Clark & Lunn Investment Management (CC&L)
110
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$431K +$204K +4,631 +87%
DS
111
DRW Securities
Illinois
$420K +$427K +9,709 New
Comerica Bank
112
Comerica Bank
Texas
$396K +$11.7K +267 +3%
AA
113
ALPS Advisors
Colorado
$385K +$4.75K +108 +1%
Handelsbanken Fonder
114
Handelsbanken Fonder
Sweden
$384K
VPIM
115
Vanguard Personalized Indexing Management
California
$373K +$137K +3,106 +56%
XT
116
XTX Topco
Cayman Islands
$369K +$42.3K +962 +13%
AI
117
Atria Investments
North Carolina
$354K -$4.49K -102 -1%
ASRS
118
Arizona State Retirement System
Arizona
$354K +$64.5K +1,466 +22%
Franklin Resources
119
Franklin Resources
California
$342K -$17.2K -391 -5%
VI
120
Versor Investments
New York
$324K +$330K +7,500 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$323K +$329K +7,480 New
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$321K
QCM
123
Quantinno Capital Management
New York
$316K +$322K +7,315 New
AAS
124
Avantax Advisory Services
Texas
$307K +$16.9K +383 +6%
EWA
125
EP Wealth Advisors
California
$298K +$7.57K +172 +3%

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.