We are live on ! Find out more
FIZZ icon

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
2.96%
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
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.3K +$1.42K +41 +12%
US Bancorp
177
US Bancorp
Minnesota
$12.7K +$4.26K +123 +49%
PWA
178
Physician Wealth Advisors
Utah
$12.6K -$104 -3 -0.8%
AAP
179
Arax Advisory Partners
Colorado
$12K +$2.6K +75 +27%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$11.3K +$693 +20 +6%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$11.2K +$10.8K +311 +1,481%
CA
182
CoreCap Advisors
Michigan
$10.4K
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$8.82K -$22.1K -638 -71%
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$7.57K +$347 +10 +5%
ACM
185
Aster Capital Management
United Arab Emirates
$6.81K -$32.8K -947 -85%
CAM
186
Costello Asset Management
Pennsylvania
$6.73K
WSFS
187
Wilmington Savings Fund Society
Delaware
$6.66K
UB
188
UMB Bank
Missouri
$6.66K +$381 +11 +6%
FFA
189
Farther Finance Advisors
California
$6.21K +$3.26K +94 +104%
RFP
190
Root Financial Partners
California
$5.72K +$3.92K +113 +198%
LFG
191
Larson Financial Group
Missouri
$5.49K +$4.2K +121 +288%
SCM
192
Sterling Capital Management
North Carolina
$5.25K -$104 -3 -2%
SS
193
SBI Securities
Japan
$4.78K
TPWA
194
Twin Peaks Wealth Advisors
California
$4.64K +$4.78K +138 New
PWMG
195
Private Wealth Management Group
New Jersey
$4.48K +$3.99K +115 +639%
SAM
196
Smartleaf Asset Management
Massachusetts
$4.26K -$2.46K -71 -36%
Bessemer Group
197
Bessemer Group
New Jersey
$4K +$4.06K +117 New
Simplex Trading
198
Simplex Trading
Illinois
$3.53K -$22.8K -658 -86%
SPIA
199
Steward Partners Investment Advisory
New York
$3.23K -$693 -20 -17%
Los Angeles Capital Management
200
Los Angeles Capital Management
California
$3.1K