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National Beverage

235 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 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.57% less ownership

Funds ownership: 25.11%24.53% (-0.57%)

8% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 84

17% less capital invested

Capital invested by funds: $1.02B → $848M (-$168M)

Holders
235
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
$1.72M
Puts
$583K
Net Calls
Net Calls Change

Top Buyers

1 +$4.13M
2 +$3.39M
3 +$2.55M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$2.53M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Anchor Investment Management
South Carolina
$3.32K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$3.14K
ST
203
Smithfield Trust
Pennsylvania
$3K
BWL
204
Bogart Wealth LLC
Virginia
$2.88K
CWP
205
Concord Wealth Partners
Virginia
$2.55K
PWMG
206
Private Wealth Management Group
New Jersey
$2.51K
SCM
207
Sterling Capital Management
North Carolina
$2.14K
UB
208
UMB Bank
Missouri
$2.1K
CI Investments Inc
209
CI Investments Inc
Ontario, Canada
$2K
Bessemer Group
210
Bessemer Group
New Jersey
$2K
TCM
211
TD Capital Management
Tennessee
$1.92K
MAS
212
MPWM Advisory Solutions
Georgia
$1.88K
RA
213
Rise Advisors
New York
$1.77K
BIA
214
Bell Investment Advisors
California
$1.55K
GRP
215
Global Retirement Partners
California
$1.55K
FFA
216
Farther Finance Advisors
California
$1.55K
HFS
217
Hughes Financial Services
Virginia
$1.44K
NA
218
NewEdge Advisors
Louisiana
$1.25K
HWM
219
Hemington Wealth Management
Virginia
$1K
ACA
220
American Capital Advisory
Idaho
$739
HI
221
Harbour Investments
Wisconsin
$701
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$665
CT
223
Clearstead Trust
Maine
$444
DPW
224
DiNuzzo Private Wealth
Pennsylvania
$421
RIL
225
Rothschild Investment LLC
Illinois
$369