We are live on ! Find out more
FIZZ icon

National Beverage

240 hedge funds and large institutions have $798M invested in National Beverage in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

641% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $310K

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

6% more capital invested

Capital invested by funds: $752M → $798M (+$45.9M)

4% more funds holding

Funds holding: 230240 (+10)

0.15% more ownership

Funds ownership: 25.19%25.34% (+0.15%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
240
Holders Change
+10
Holders Change %
+4.35%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
95
Reduced
66
Closed
28
Calls
$2.3M
Puts
$310K
Net Calls
+$1.99M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$137M +$4.9M +141,216 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$99.1M -$7.98M -230,200 -7%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$78.7M +$805K +23,233 +1%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$54M +$55.6M +1,604,046 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$53.3M +$4.8M +138,433 +10%
VCM
6
Vanguard Capital Management
Pennsylvania
$35.2M +$36.2M +1,044,886 New
State Street
7
State Street
Massachusetts
$30.4M -$6.03K -174 -0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$28.6M +$3.26M +94,086 +12%
Two Sigma Investments
9
Two Sigma Investments
New York
$20.1M +$13.2M +381,555 +177%
Goldman Sachs
10
Goldman Sachs
New York
$18.1M +$10.2M +293,941 +121%
Morgan Stanley
11
Morgan Stanley
New York
$17.2M +$2.69M +77,519 +18%
Northern Trust
12
Northern Trust
Illinois
$9.66M +$407K +11,749 +4%
Natixis Advisors
13
Natixis Advisors
Massachusetts
$8.76M +$1.25M +35,974 +16%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$8.47M +$8.73M +251,875 +9,287%
Bank of America
15
Bank of America
North Carolina
$8.23M -$1.24M -35,829 -13%
DA
16
Denali Advisors
California
$7.96M +$477K +13,757 +6%
Charles Schwab
17
Charles Schwab
California
$7.36M +$232K +6,688 +3%
Teacher Retirement System of Texas
18
Teacher Retirement System of Texas
Texas
$6.64M +$855K +24,663 +14%
Invesco
19
Invesco
Georgia
$6.43M -$24.2K -698 -0.4%
AG
20
Algert Global
California
$5.97M -$1.39M -39,996 -18%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.75M -$50.2K -1,449 -0.8%
AQR Capital Management
22
AQR Capital Management
Connecticut
$5.61M +$2.58M +74,404 +81%
VFT
23
Vanguard Fiduciary Trust
Pennsylvania
$5.52M +$5.68M +163,924 New
Creative Planning
24
Creative Planning
Kansas
$5.42M +$2.38M +68,563 +74%
Wells Fargo
25
Wells Fargo
California
$5.4M -$1.7M -49,033 -23%