FIZZ icon

National Beverage

238 hedge funds and large institutions have $965M invested in National Beverage in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 25 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

Funds holding:

more ownership

Funds ownership:

0% more capital invested

Capital invested by funds: $965M → $965M (+$766K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 79

Holders
238
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
$1.49M
Puts
$784K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$3.99K
AS
202
Altshuler Shaham
Israel
$3.9K
EWA
203
EverSource Wealth Advisors
Alabama
$3.78K
AIM
204
Anchor Investment Management
South Carolina
$3.74K
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.53K
BWL
206
Bogart Wealth LLC
Virginia
$3.24K
ST
207
Smithfield Trust
Pennsylvania
$3K
CWP
208
Concord Wealth Partners
Virginia
$2.24K
TCM
209
TD Capital Management
Tennessee
$2.16K
AAP
210
Arax Advisory Partners
Colorado
$2.16K
MAS
211
MPWM Advisory Solutions
Georgia
$2.12K
HWM
212
Hemington Wealth Management
Virginia
$2K
BIG
213
Brooklyn Investment Group
New York
$1.99K
BIA
214
Bell Investment Advisors
California
$1.75K
SL
215
Salomon & Ludwin
Virginia
$1.58K
NA
216
NewEdge Advisors
Louisiana
$1.41K
RIL
217
Rothschild Investment LLC
Illinois
$1.25K
SCM
218
Sterling Capital Management
North Carolina
$1.04K
CI Investments Inc
219
CI Investments Inc
Ontario, Canada
$1K
PWMG
220
Private Wealth Management Group
New Jersey
$956
W
221
WealthCollab
Washington
$914
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$748
AssetMark Inc
223
AssetMark Inc
California
$665
DPW
224
DiNuzzo Private Wealth
Pennsylvania
$582
KIM
225
Kestra Investment Management
Texas
$541