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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
BlackRock
1
BlackRock
New York
$135M +$400K +9,232 +0.3%
Renaissance Technologies
2
Renaissance Technologies
New York
$119M -$900K -20,800 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M -$3.09M -71,430 -3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$91.8M -$3.96M -91,394 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$51.3M +$1.9M +43,835 +3%
State Street
6
State Street
Massachusetts
$32.3M +$2.13M +49,329 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$27.7M -$1.26M -29,166 -4%
Morgan Stanley
8
Morgan Stanley
New York
$14.4M -$1.78M -41,206 -10%
Two Sigma Investments
9
Two Sigma Investments
New York
$11.8M +$4.85M +111,978 +54%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$10.6M +$2.93M +67,700 +31%
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$10.3M +$2.38M +54,958 +25%
Bank of America
12
Bank of America
North Carolina
$10.2M +$197K +4,557 +2%
Northern Trust
13
Northern Trust
Illinois
$10M -$356K -8,232 -3%
Charles Schwab
14
Charles Schwab
California
$9.03M -$1.33M -30,787 -11%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$9.02M -$1.82M -42,125 -15%
AG
16
Algert Global
California
$8.11M +$3.97M +91,784 +72%
Wells Fargo
17
Wells Fargo
California
$8.04M -$283K -6,546 -3%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$7.11M -$7.01M -162,032 -46%
RAM
19
RK Asset Management
Michigan
$7.01M -$5.06K -117 -0.1%
Citadel Advisors
20
Citadel Advisors
Florida
$6.97M -$410K -9,465 -5%
Invesco
21
Invesco
Georgia
$6.87M +$258K +5,955 +3%
DA
22
Denali Advisors
California
$6.73M +$1.83M +42,212 +30%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.09M -$1.89M -43,667 -21%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$5.98M +$2.97M +68,598 +74%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.86M -$1.22M -28,176 -15%

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.