We are live on ! Find out more
MDLZ icon

Mondelez International

1,897 hedge funds and large institutions have $63.8B invested in Mondelez International in 2026 Q1 according to their latest regulatory filings, with 215 funds opening new positions, 685 increasing their positions, 722 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 139

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $59.9B → $63.8B (+$3.9B)

2% more funds holding

Funds holding: 1,8561,897 (+41)

0.14% less ownership

Funds ownership: 86.05%85.91% (-0.14%)

5% less repeat investments, than reductions

Existing positions increased: 685 | Existing positions reduced: 722

37% less call options, than puts

Call options by funds: $209M | Put options by funds: $331M

Holders
1,897
Holders Change
+41
Holders Change %
+2.21%
% of All Funds
23.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
215
Increased
685
Reduced
722
Closed
139
Calls
$209M
Puts
$331M
Net Calls
-$122M
Net Calls Change
-$92.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1026
Capital Analysts LLC
Pennsylvania
$513K -$11.1K -191 -2%
WIM
1027
WealthPlan Investment Management
Nebraska
$512K +$263K +4,549 +105%
MPWS
1028
McCarter Private Wealth Services
Massachusetts
$510K +$59.4K +1,025 +13%
BMWM
1029
Brown Miller Wealth Management
Virginia
$509K +$236K +4,078 +86%
SCM
1030
SKBA Capital Management
California
$508K
AWAU
1031
Alliance Wealth Advisors (Utah)
Utah
$507K +$225K +3,879 +79%
HBT
1032
Heartland Bank & Trust
Illinois
$505K +$507K +8,753 New
TC
1033
Trust Company
Kansas
$504K +$59.9K +1,035 +13%
SACTSONJ
1034
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$504K -$247K -4,263 -33%
PWP
1035
Principle Wealth Partners
Connecticut
$503K -$48.6K -839 -9%
CA
1036
Claro Advisors
Massachusetts
$502K +$18.9K +326 +4%
AIM
1037
Advyzon Investment Management
Illinois
$502K +$505K +8,713 New
WIA
1038
Westbourne Investment Advisors
Maryland
$502K
CWM
1039
Connecticut Wealth Management
Connecticut
$502K +$83.8K +1,447 +20%
TC
1040
TAGStone Capital
North Carolina
$501K +$3.19K +55 +0.6%
EFMC
1041
Empire Financial Management Company
New York
$500K -$5.79K -100 -1%
LFAS
1042
Level Four Advisory Services
Texas
$499K -$217K -3,741 -30%
FLPIM
1043
F.L. Putnam Investment Management
Massachusetts
$497K -$234K -4,037 -32%
JWM
1044
Jeppson Wealth Management
California
$496K +$155K +2,679 +45%
LC
1045
Lawood & Co
Pennsylvania
$495K -$70.8K -1,223 -12%
AFTS
1046
American Financial & Tax Strategies
New York
$494K
PWMAG
1047
Pinnacle Wealth Management Advisory Group
New Jersey
$493K +$4.23K +73 +0.9%
LIM
1048
Leavell Investment Management
Alabama
$493K -$66.9K -1,156 -12%
CIC
1049
Carnegie Investment Counsel
Ohio
$489K -$24.1K -417 -5%
NSB
1050
Norway Savings Bank
Maine
$485K -$160K -2,755 -25%