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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

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:

0.54% 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
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 +$4.85M
2 +$3.97M
3 +$2.99M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$2.97M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$2.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$3.4K
AIM
202
Anchor Investment Management
South Carolina
$3.32K
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$3.14K
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
SCM
208
Sterling Capital Management
North Carolina
$2.14K
UB
209
UMB Bank
Missouri
$2.1K
CI Investments Inc
210
CI Investments Inc
Ontario, Canada
$2K
Bessemer Group
211
Bessemer Group
New Jersey
$2K
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
HFS
218
Hughes Financial Services
Virginia
$1.44K
NA
219
NewEdge Advisors
Louisiana
$1.25K
HWM
220
Hemington Wealth Management
Virginia
$1K
ACA
221
American Capital Advisory
Idaho
$739
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