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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
2.96%
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
AIM
201
Anchor Investment Management
South Carolina
$3.03K
ST
202
Smithfield Trust
Pennsylvania
$3K
AW
203
Avion Wealth
Texas
$3K +$1.04K +30 +44%
EF
204
Entrust Financial
Pennsylvania
$3K
BFS
205
Bare Financial Services
Pennsylvania
$2.73K -$901 -26 -24%
BBHC
206
Brown Brothers Harriman & Co
New York
$2.49K
RIL
207
Rothschild Investment LLC
Illinois
$2.02K +$1.63K +47 +362%
QL
208
Quarry LP
New York
$2.02K +$2.08K +60 New
SIS
209
Sound Income Strategies
Florida
$1.93K +$243 +7 +14%
FFO
210
Fortitude Family Office
Arizona
$1.78K +$832 +24 +83%
TCM
211
TD Capital Management
Tennessee
$1.75K
MAS
212
MPWM Advisory Solutions
Georgia
$1.72K
KG
213
Kilter Group
New York
$1.68K -$277 -8 -14%
GSWM
214
Golden State Wealth Management
California
$1.41K -$3.26K -94 -69%
KFAS
215
Keating Financial Advisory Services
Kansas
$1.31K +$1.28K +37 +1,850%
EP
216
Essential Partners
California
$1.21K +$1.25K +36 New
RWM
217
Rialto Wealth Management
New York
$1.18K +$1.21K +35 New
NA
218
NewEdge Advisors
Louisiana
$1.14K
CFO
219
CVA Family Office
Colorado
$1.14K +$1.18K +34 New
Optiver Holding
220
Optiver Holding
Netherlands
$942 -$4.09K -118 -81%
CPG
221
Cornerstone Planning Group
New Jersey
$873 +$867 +25 New
SIC
222
SJS Investment Consulting
Ohio
$808 +$832 +24 New
TWD
223
True Wealth Design
Ohio
$707
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$606
WPA
225
Wealth Preservation Advisors
Tennessee
$606 +$624 +18 New