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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 24 funds opening new positions, 99 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-5
Holders Change %
-2.1%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
99
Reduced
69
Closed
27
Calls
$1.18M
Puts
$519K
Net Calls
+$665K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
176
Allworth Financial
California
$16K +$2.25K +52 +16%
MCM
177
MAI Capital Management
Ohio
$14.9K +$14.9K +345 New
BBHC
178
Brown Brothers Harriman & Co
New York
$14.7K +$3.2K +74 +28%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.4K -$476 -11 -3%
PWA
180
Physician Wealth Advisors
Utah
$13.7K
CA
181
CoreCap Advisors
Michigan
$13.3K
EWA
182
EverSource Wealth Advisors
Alabama
$13.1K +$9.17K +212 +233%
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$11.7K +$8.04K +186 +219%
BIG
184
Brooklyn Investment Group
New York
$11.5K +$9.47K +219 +456%
HCA
185
Harbor Capital Advisors
Illinois
$11K +$1.02K +24 +10%
FFO
186
Fortitude Family Office
Arizona
$10.5K +$10.5K +243 New
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$9.73K +$1.12K +26 +13%
W
188
WealthCollab
Washington
$9.3K +$8.35K +193 +877%
CA
189
Clearstead Advisors
Ohio
$8.65K
CAM
190
Costello Asset Management
Pennsylvania
$8.65K
HFS
191
Hantz Financial Services
Michigan
$8K +$7.61K +175 +1,944%
SAM
192
Smartleaf Asset Management
Massachusetts
$6.82K -$9.2K -217 -57%
PFBT
193
Parkside Financial Bank & Trust
Missouri
$6.18K +$432 +10 +8%
SS
194
SBI Securities
Japan
$6.14K -$216 -5 -3%
UB
195
UMB Bank
Missouri
$4.84K -$735 -17 -13%
PS
196
Principal Securities
Iowa
$4.32K -$1.17K -27 -21%
SPIA
197
Steward Partners Investment Advisory
New York
$4.15K
AS
198
Altshuler Shaham
Israel
$3.89K -$173 -4 -4%
AIM
199
Anchor Investment Management
South Carolina
$3.89K
BWL
200
Bogart Wealth LLC
Virginia
$3.37K