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National Beverage

236 hedge funds and large institutions have $848M invested in National Beverage in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $583K

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

1% more funds holding

Funds holding: 233236 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.54% less ownership

Funds ownership: 25.07%24.53% (-0.54%)

8% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 84

16% less capital invested

Capital invested by funds: $1.01B → $848M (-$167M)

Holders
236
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
77
Reduced
84
Closed
26
Calls
$1.72M
Puts
$583K
Net Calls
+$1.13M
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$3.4K +$1.25K +29 +46%
AIM
202
Anchor Investment Management
South Carolina
$3.32K
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$3.14K +$3.68K +85 New
ST
204
Smithfield Trust
Pennsylvania
$3K
BWL
205
Bogart Wealth LLC
Virginia
$2.88K
CWP
206
Concord Wealth Partners
Virginia
$2.55K
PWMG
207
Private Wealth Management Group
New Jersey
$2.51K -$303 -7 -9%
SCM
208
Sterling Capital Management
North Carolina
$2.14K
UB
209
UMB Bank
Missouri
$2.1K -$2.38K -55 -49%
CI Investments Inc
210
CI Investments Inc
Ontario, Canada
$2K +$606 +14 +29%
Bessemer Group
211
Bessemer Group
New Jersey
$2K +$1.77K +41 New
TCM
212
TD Capital Management
Tennessee
$1.92K
MAS
213
MPWM Advisory Solutions
Georgia
$1.88K
RA
214
Rise Advisors
New York
$1.77K
BIA
215
Bell Investment Advisors
California
$1.55K
GRP
216
Global Retirement Partners
California
$1.55K
FFA
217
Farther Finance Advisors
California
$1.55K +$1.43K +33 +367%
HFS
218
Hughes Financial Services
Virginia
$1.44K +$1.9K +44 New
NA
219
NewEdge Advisors
Louisiana
$1.25K
HWM
220
Hemington Wealth Management
Virginia
$1K -$1.6K -37 -44%
ACA
221
American Capital Advisory
Idaho
$739 +$866 +20 New
HI
222
Harbour Investments
Wisconsin
$701
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$665
CT
224
Clearstead Trust
Maine
$444
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$421

FIZZ Hedge Fund Activity: Q3 2025 in Review

236 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in National Beverage (FIZZ) for Q3 2025, worth a combined $848M — down 16% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FIZZ positions and 26 closed out — a net gain of 6 holders — while 77 added to existing stakes and 84 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $4.85M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 236 institutional investors held National Beverage (FIZZ) as of Q3 2025, up from 233 in Q2 2025.
  • Funds reported $848M of National Beverage stock for Q3 2025, down 16% quarter-over-quarter.
  • 32 funds opened new National Beverage positions in Q3 2025 and 26 closed out, a net change of +6 holders.
  • The largest National Beverage buyer in Q3 2025 was Two Sigma Investments, an estimated $4.85M added.
  • The largest National Beverage seller in Q3 2025 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2025.