We are live on ! Find out more
FIZZ icon

National Beverage

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.

New
Increased
Maintained
Reduced
Closed

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: 221238 (+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: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 79

Holders
238
Holders Change
+17
Holders Change %
+7.69%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
79
Reduced
79
Closed
24
Calls
$1.49M
Puts
$784K
Net Calls
+$706K
Net Calls Change
+$5.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
Amalgamated Bank
New York
$278K -$7.46K -181 -3%
WIC
127
Willis Investment Counsel
Georgia
$274K +$6.18K +150 +2%
WCM
128
Warburton Capital Management
Oklahoma
$271K +$1.11K +27 +0.4%
YCM
129
Yousif Capital Management
Michigan
$266K -$2.84K -69 -1%
FH
130
Financial Harvest
Florida
$257K +$160K +3,890 New
IC
131
IEQ Capital
California
$256K +$254K +6,173 New
Walleye Trading
132
Walleye Trading
New York
$248K -$144K -3,493 -37%
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$239K
KK
134
KLP Kapitalforvaltning
Norway
$237K
Assenagon Asset Management
135
Assenagon Asset Management
Luxembourg
$237K -$2.35M -57,026 -91%
PAS
136
Point72 Asia (Singapore)
Singapore
$233K +$231K +5,605 New
BHCM
137
Brevan Howard Capital Management
Jersey
$233K +$231K +5,604 New
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$233K +$24.9K +605 +12%
ProShare Advisors
139
ProShare Advisors
Maryland
$230K -$63.7K -1,546 -22%
VPIM
140
Vanguard Personalized Indexing Management
California
$230K +$228K +5,528 New
GCM
141
Gallacher Capital Management
Colorado
$228K +$226K +5,484 New
BIM
142
Bridges Investment Management
Nebraska
$227K
Truist Financial
143
Truist Financial
North Carolina
$227K -$7.99K -194 -3%
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$221K -$8.24K -200 -4%
Connor, Clark & Lunn Investment Management (CC&L)
145
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K -$1.01M -24,565 -82%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$221K -$14.2K -345 -6%
SSA
147
Schonfeld Strategic Advisors
New York
$220K +$218K +5,300 New
PFSRSONJ
148
Police & Firemen's Retirement System of New Jersey
New Jersey
$218K
Verition Fund Management
149
Verition Fund Management
Connecticut
$217K -$385K -9,342 -64%
CWM
150
CIBC World Markets
New York
$217K +$215K +5,214 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.