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National Beverage

233 hedge funds and large institutions have $848M invested in National Beverage in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 83 reducing their positions, and 27 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 in top 10

Funds holding in top 10:

less funds holding

Funds holding:

0.57% less ownership

Funds ownership: 25.11%24.53% (-0.57%)

8% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 83

17% less capital invested

Capital invested by funds: $1.02B → $848M (-$168M)

Holders
233
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
$1.72M
Puts
$583K
Net Calls
Net Calls Change

Top Buyers

1 +$4.13M
2 +$3.39M
3 +$2.55M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$2.53M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
201
Smithfield Trust
Pennsylvania
$3K
BWL
202
Bogart Wealth LLC
Virginia
$2.88K
CWP
203
Concord Wealth Partners
Virginia
$2.55K
PWMG
204
Private Wealth Management Group
New Jersey
$2.51K
SCM
205
Sterling Capital Management
North Carolina
$2.14K
UB
206
UMB Bank
Missouri
$2.1K
CI Investments Inc
207
CI Investments Inc
Ontario, Canada
$2K
Bessemer Group
208
Bessemer Group
New Jersey
$2K
TCM
209
TD Capital Management
Tennessee
$1.92K
MAS
210
MPWM Advisory Solutions
Georgia
$1.88K
RA
211
Rise Advisors
New York
$1.77K
GRP
212
Global Retirement Partners
California
$1.55K
BIA
213
Bell Investment Advisors
California
$1.55K
FFA
214
Farther Finance Advisors
California
$1.55K
HFS
215
Hughes Financial Services
Virginia
$1.44K
NA
216
NewEdge Advisors
Louisiana
$1.25K
HWM
217
Hemington Wealth Management
Virginia
$1K
ACA
218
American Capital Advisory
Idaho
$739
HI
219
Harbour Investments
Wisconsin
$701
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$665
CT
221
Clearstead Trust
Maine
$444
DPW
222
DiNuzzo Private Wealth
Pennsylvania
$421
RIL
223
Rothschild Investment LLC
Illinois
$369
SIC
224
SJS Investment Consulting
Ohio
$222
CPG
225
Cornerstone Planning Group
New Jersey
$202