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National Beverage

240 hedge funds and large institutions have $798M invested in National Beverage in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

641% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $310K

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

6% more capital invested

Capital invested by funds: $752M → $798M (+$45.9M)

4% more funds holding

Funds holding: 230240 (+10)

0.15% more ownership

Funds ownership: 25.19%25.34% (+0.15%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
240
Holders Change
+10
Holders Change %
+4.35%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
95
Reduced
66
Closed
28
Calls
$2.3M
Puts
$310K
Net Calls
+$1.99M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$98.6K +$68.3K +1,971 +206%
C
152
Covestor
United Kingdom
$77K -$58.7K -1,693 -43%
HFS
153
Hantz Financial Services
Michigan
$72K +$20.9K +604 +39%
AIP
154
Ameritas Investment Partners
Nebraska
$67.5K
TRCT
155
Tower Research Capital (TRC)
New York
$67.2K +$50.9K +1,468 +278%
Osaic Holdings
156
Osaic Holdings
Arizona
$56.4K +$38.6K +1,113 +198%
ACM
157
Aquatic Capital Management
Illinois
$48.9K -$494K -14,261 -91%
HNB
158
Huntington National Bank
Ohio
$48.8K -$1.11K -32 -2%
PA
159
Parallel Advisors
California
$47K +$520 +15 +1%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$39.5K -$2.43K -70 -6%
FMTCOCP
161
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K
W
162
WealthCollab
Washington
$36.5K -$7.35K -212 -16%
PWPS
163
Pinnacle Wealth Planning Services
Ohio
$33.8K +$3.12K +90 +10%
ASN
164
Advisory Services Network
Georgia
$33K +$34K +981 New
NFSG
165
Newbridge Financial Services Group
Florida
$31.3K
AF
166
Allworth Financial
California
$27.7K +$6.69K +193 +31%
EWA
167
EverSource Wealth Advisors
Alabama
$23.5K +$15K +433 +164%
MCM
168
MAI Capital Management
Ohio
$22.4K +$9.39K +271 +69%
BWA
169
Basecamp Wealth Advisors
Washington
$21K -$8.49K -245 -28%
HCA
170
Harbor Capital Advisors
Illinois
$21K +$10.7K +309 +98%
VCM
171
Versant Capital Management
Arizona
$16.7K +$1.39K +40 +9%
Barrow, Hanley, Mewhinney & Strauss
172
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.3K
SL
173
Salomon & Ludwin
Virginia
$15.1K +$8.63K +249 +125%
IA
174
IFP Advisors
Florida
$13.7K -$14.7K -424 -51%
BCM
175
Boreal Capital Management
Florida
$13.5K