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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 23 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $519K

45% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 69

4% more capital invested

Capital invested by funds: $973M → $1.01B (+$41.7M)

0.05% more ownership

Funds ownership: 25.02%25.07% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 238233 (-5)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
233
Holders Change
-5
Holders Change %
-2.1%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
100
Reduced
69
Closed
27
Calls
$1.18M
Puts
$519K
Net Calls
+$665K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
201
Private Wealth Management Group
New Jersey
$3.24K +$2.29K +52 +226%
ST
202
Smithfield Trust
Pennsylvania
$3K
HWM
203
Hemington Wealth Management
Virginia
$3K +$1.06K +24 +39%
CWP
204
Concord Wealth Partners
Virginia
$2.98K +$660 +15 +28%
AssetMark Inc
205
AssetMark Inc
California
$2.72K +$2.07K +47 +294%
SCM
206
Sterling Capital Management
North Carolina
$2.51K +$1.45K +33 +132%
AAP
207
Arax Advisory Partners
Colorado
$2.25K
TCM
208
TD Capital Management
Tennessee
$2.25K
MAS
209
MPWM Advisory Solutions
Georgia
$2.21K
RIL
210
Rothschild Investment LLC
Illinois
$2.16K +$880 +20 +67%
KIM
211
Kestra Investment Management
Texas
$2.1K +$1.58K +36 +277%
RA
212
Rise Advisors
New York
$2.08K +$2.11K +48 New
CI Investments Inc
213
CI Investments Inc
Ontario, Canada
$2K +$704 +16 +48%
BIA
214
Bell Investment Advisors
California
$1.82K
GRP
215
Global Retirement Partners
California
$1.82K +$1.85K +42 New
SL
216
Salomon & Ludwin
Virginia
$1.7K
NA
217
NewEdge Advisors
Louisiana
$1.47K
CPG
218
Cornerstone Planning Group
New Jersey
$1.34K +$1.28K +29 New
TWD
219
True Wealth Design
Ohio
$1.3K +$1.28K +29 +2,900%
AW
220
Avion Wealth
Texas
$1K +$1.06K +24 New
HI
221
Harbour Investments
Wisconsin
$822 +$308 +7 +58%
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$778
AGWCA
223
Annis Gardner Whiting Capital Advisors
Florida
$563 +$572 +13 New
CT
224
Clearstead Trust
Maine
$519 +$528 +12 New
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$433 -$176 -4 -29%

FIZZ Hedge Fund Activity: Q2 2025 in Review

233 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q2 2025, worth a combined $1.01B — up 4.3% from $973M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FIZZ and 23 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 100 added.

The largest buyer was Millennium Management, adding an estimated $6.26M. The largest seller was Cerity Partners, exiting entirely with an estimated $7.79M sold.

  • 233 institutional investors held National Beverage (FIZZ) as of Q2 2025, down from 238 in Q1 2025.
  • Funds reported $1.01B of National Beverage stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 23 funds opened new National Beverage positions in Q2 2025 and 27 closed out, a net change of -4 holders.
  • The largest National Beverage buyer in Q2 2025 was Millennium Management, an estimated $6.26M added.
  • The largest National Beverage seller in Q2 2025 was Cerity Partners, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2025.