FIZZ icon

National Beverage
FIZZ

Overview Fund Activity

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
Holders
238
Holders Change
+17
Holders Change %
+7.69%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
79
Reduced
79
Closed
25
Calls
$1.49M
Puts
$784K
Net Calls
+$706K
Net Calls Change
+$5.26M

Top Buyers

1
EP
Edgestream Partners
New Jersey
+$7.3M
2
Millennium Management
Millennium Management
New York
+$4.3M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.66M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$2.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$2.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.24M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.37M
3
BlackRock
BlackRock
New York
-$1.98M
4
State Street
State Street
Massachusetts
-$1.95M
5
Squarepoint
Squarepoint
New York
-$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$3.99K – – –
AS
202
Altshuler Shaham
Israel
$3.91K +$415 +10 +12%
EWA
203
EverSource Wealth Advisors
Alabama
$3.78K +$872 +21 +30%
AIM
204
Anchor Investment Management
South Carolina
$3.74K +$3.74K +90 New
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.53K -$1.12K -27 -24%
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 -$789 -19 -27%
MAS
211
MPWM Advisory Solutions
Georgia
$2.12K – – –
HWM
212
Hemington Wealth Management
Virginia
$2K +$361 +11 +22%
BIG
213
Brooklyn Investment Group
New York
$1.99K +$1.99K +48 New
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 +$415 +10 +50%
SCM
218
Sterling Capital Management
North Carolina
$1.04K +$83 +2 +9%
CI Investments Inc
219
CI Investments Inc
Ontario, Canada
$1K -$91 -3 -8%
PWMG
220
Private Wealth Management Group
New Jersey
$956 +$457 +11 +92%
W
221
WealthCollab
Washington
$914 -$582 -14 -39%
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$748 – – –
AssetMark Inc
223
AssetMark Inc
California
$665 +$665 +16 New
DPW
224
DiNuzzo Private Wealth
Pennsylvania
$582 +$42 +1 +8%
KIM
225
Kestra Investment Management
Texas
$541 +$541 +13 New
7 8
9
10 11