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National Beverage

234 hedge funds and large institutions have $1.02B invested in National Beverage in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 70 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 238234 (-4)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

Holders
234
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
$1.18M
Puts
$519K
Net Calls
Net Calls Change

Top Buyers

1 +$6.15M
2 +$3.92M
3 +$3.88M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.04M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.65M

Top Sellers

1 -$7.79M
2 -$5.45M
3 -$3.4M
4
Marshall Wace
Marshall Wace
United Kingdom
-$3.05M
5
State Street
State Street
Massachusetts
-$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
201
Bogart Wealth LLC
Virginia
$3.37K
PWMG
202
Private Wealth Management Group
New Jersey
$3.24K
ST
203
Smithfield Trust
Pennsylvania
$3K
HWM
204
Hemington Wealth Management
Virginia
$3K
CWP
205
Concord Wealth Partners
Virginia
$2.98K
AssetMark Inc
206
AssetMark Inc
California
$2.72K
SCM
207
Sterling Capital Management
North Carolina
$2.51K
AAP
208
Arax Advisory Partners
Colorado
$2.25K
TCM
209
TD Capital Management
Tennessee
$2.25K
MAS
210
MPWM Advisory Solutions
Georgia
$2.21K
RIL
211
Rothschild Investment LLC
Illinois
$2.16K
KIM
212
Kestra Investment Management
Texas
$2.1K
RA
213
Rise Advisors
New York
$2.08K
CI Investments Inc
214
CI Investments Inc
Ontario, Canada
$2K
BIA
215
Bell Investment Advisors
California
$1.82K
GRP
216
Global Retirement Partners
California
$1.82K
SL
217
Salomon & Ludwin
Virginia
$1.7K
NA
218
NewEdge Advisors
Louisiana
$1.47K
CPG
219
Cornerstone Planning Group
New Jersey
$1.34K
TWD
220
True Wealth Design
Ohio
$1.3K
AW
221
Avion Wealth
Texas
$1K
HI
222
Harbour Investments
Wisconsin
$822
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$778
AGWCA
224
Annis Gardner Whiting Capital Advisors
Florida
$563
CT
225
Clearstead Trust
Maine
$519