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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 %
BlackRock
1
BlackRock
New York
$158M +$1.36M +31,511 +0.9%
Renaissance Technologies
2
Renaissance Technologies
New York
$140M -$2.72M -63,000 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$122M +$573K +13,257 +0.5%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$112M -$558K -12,901 -0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$58.1M +$1.7M +39,294 +3%
State Street
6
State Street
Massachusetts
$35.7M -$2.98M -68,946 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$33.7M +$1.04M +23,987 +3%
Morgan Stanley
8
Morgan Stanley
New York
$18.7M +$3.88M +89,648 +26%
Millennium Management
9
Millennium Management
New York
$18.1M +$6.15M +142,270 +52%
Natixis Advisors
10
Natixis Advisors
Massachusetts
$15.3M +$453K +10,481 +3%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$12.4M +$2.37M +54,857 +24%
Northern Trust
12
Northern Trust
Illinois
$12.1M +$24K +556 +0.2%
Charles Schwab
13
Charles Schwab
California
$11.9M +$652K +15,072 +6%
Bank of America
14
Bank of America
North Carolina
$11.7M +$1.62M +37,575 +16%
Norges Bank
15
Norges Bank
Norway
$10.4M +$10.4M +240,947 New
Wells Fargo
16
Wells Fargo
California
$9.7M +$25.6K +593 +0.3%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$9.66M -$1.51M -34,968 -14%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$9.46M +$3.04M +70,400 +47%
Two Sigma Investments
19
Two Sigma Investments
New York
$9.02M +$2.65M +61,319 +42%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.02M -$264K -6,117 -3%
Citadel Advisors
21
Citadel Advisors
Florida
$8.57M +$1.06M +24,609 +14%
RAM
22
RK Asset Management
Michigan
$8.21M -$37.4K -864 -0.5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.08M -$782K -18,089 -9%
Invesco
24
Invesco
Georgia
$7.78M -$1.65M -38,262 -18%
DA
25
Denali Advisors
California
$6.06M -$1.01M -23,350 -14%