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National Beverage

238 hedge funds and large institutions have $965M invested in National Beverage in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more capital invested

Capital invested by funds: $965M → $965M (+$766K)

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49M
Puts
$784K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
151
BOK Financial
Oklahoma
$216K
DT
152
Diversified Trust
Tennessee
$212K
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$212K
Creative Planning
154
Creative Planning
Kansas
$210K
TW
155
Trajan Wealth
Arizona
$204K
US Bancorp
156
US Bancorp
Minnesota
$179K
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$154K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$149K
C
159
Covestor
United Kingdom
$142K
SG Americas Securities
160
SG Americas Securities
New York
$135K
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$116K
AIP
162
Ameritas Investment Partners
Nebraska
$97.9K
LC
163
Lindbrook Capital
California
$89.4K
Jones Financial Companies
164
Jones Financial Companies
Missouri
$89.3K
Canada Pension Plan Investment Board
165
Canada Pension Plan Investment Board
Ontario, Canada
$87.2K
GI
166
GAMMA Investing
California
$85.6K
QCG
167
Quadrant Capital Group
Ohio
$85.2K
IA
168
IFP Advisors
Florida
$78.7K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$64K
HNB
170
Huntington National Bank
Ohio
$61.6K
EAM
171
Eukles Asset Management
Ohio
$60.5K
PA
172
Parallel Advisors
California
$55.4K
ACM
173
Aster Capital Management
United Arab Emirates
$52.9K
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$52.5K
FMTCOCP
175
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K