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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 24 funds opening new positions, 99 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-5
Holders Change %
-2.1%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
99
Reduced
69
Closed
27
Calls
$1.18M
Puts
$519K
Net Calls
+$665K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
201
Private Wealth Management Group
New Jersey
$3.24K +$2.25K +52 +226%
ST
202
Smithfield Trust
Pennsylvania
$3K
HWM
203
Hemington Wealth Management
Virginia
$3K +$847 +24 +39%
CWP
204
Concord Wealth Partners
Virginia
$2.98K +$649 +15 +28%
AssetMark Inc
205
AssetMark Inc
California
$2.72K +$2.03K +47 +294%
SCM
206
Sterling Capital Management
North Carolina
$2.51K +$1.43K +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 +$865 +20 +67%
KIM
211
Kestra Investment Management
Texas
$2.1K +$1.54K +36 +277%
RA
212
Rise Advisors
New York
$2.08K +$2.08K +48 New
CI Investments Inc
213
CI Investments Inc
Ontario, Canada
$2K +$653 +16 +48%
BIA
214
Bell Investment Advisors
California
$1.82K
GRP
215
Global Retirement Partners
California
$1.82K +$1.82K +42 New
SL
216
Salomon & Ludwin
Virginia
$1.7K
NA
217
NewEdge Advisors
Louisiana
$1.47K
CPG
218
Cornerstone Planning Group
New Jersey
$1.35K +$1.35K +29 New
TWD
219
True Wealth Design
Ohio
$1.3K +$1.26K +29 +2,900%
AW
220
Avion Wealth
Texas
$1K +$1K +24 New
HI
221
Harbour Investments
Wisconsin
$822 +$303 +7 +58%
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$778
AGWCA
223
Annis Gardner Whiting Capital Advisors
Florida
$563 +$563 +13 New
CT
224
Clearstead Trust
Maine
$519 +$519 +12 New
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$433 -$173 -4 -29%