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Mondelez International
MDLZ

Overview Fund Activity

1,952 hedge funds and large institutions have $73B invested in Mondelez International in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 757 increasing their positions, 734 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,952
Holders Change
-19
Holders Change %
-0.96%
% of All Funds
26.17%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
136
Increased
757
Reduced
734
Closed
117
Calls
$389M
Puts
$331M
Net Calls
+$58.9M
Net Calls Change
+$132M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$992M
2
Citadel Advisors
Citadel Advisors
Florida
+$401M
3
Capital World Investors
Capital World Investors
California
+$271M
4
First Trust Advisors
First Trust Advisors
Illinois
+$182M
5
Invesco
Invesco
Georgia
+$90.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$341M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$274M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$107M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$102M
5
NL
Nuveen LLC
North Carolina
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
2001
Advisor Resource Council
Texas
– -$392K -5,784 Closed
GSC
2002
Ground Swell Capital
South Carolina
– -$392K -5,779 Closed
IA
2003
Integrity Alliance
Iowa
– -$390K -5,748 Closed
Optiver Holding
2004
Optiver Holding
Netherlands
– -$373K -5,491 Closed
ST
2005
Sageworth Trust
Pennsylvania
– -$362K -5,340 Closed
ALA
2006
Atlas Legacy Advisors
California
– -$352K -5,183 Closed
TL
2007
Tradewinds LLC
North Carolina
– -$324K -4,781 Closed
NFG
2008
Northeast Financial Group
Pennsylvania
– -$323K -4,753 Closed
AW
2009
Alteri Wealth
California
– -$303K -4,463 Closed
DFP
2010
Defined Financial Planning
California
– -$300K -4,434 Closed
CF
2011
Claris Financial
Virginia
– -$251K -4,207 Closed
PIMG
2012
Patriot Investment Management Group
Tennessee
– -$283K -4,175 Closed
MWM
2013
Maridea Wealth Management
New York
– -$278K -4,095 Closed
TPW
2014
Talon Private Wealth
Florida
– -$274K -4,044 Closed
PFA
2015
Pathway Financial Advisors
Vermont
– -$274K -4,042 Closed
WKWM
2016
Walter & Keenan Wealth Management
Indiana
– -$273K -4,027 Closed
EC
2017
EntryPoint Capital
New York
– -$268K -3,953 Closed
WCF
2018
West Coast Financial
California
– -$263K -3,870 Closed
EWM
2019
Echo Wealth Management
Minnesota
– -$251K -3,701 Closed
TWA
2020
TCI Wealth Advisors
Arizona
– -$248K -3,661 Closed
MWA
2021
Midland Wealth Advisors
Illinois
– -$247K -3,638 Closed
BFG
2022
Beacon Financial Group
Texas
– -$245K -3,612 Closed
FCB
2023
First County Bank
Connecticut
– -$238K -3,509 Closed
SAM
2024
Secure Asset Management
Michigan
– -$224K -3,301 Closed
III
2025
Independent Investors Inc
New York
– -$224K -3,300 Closed
79 80
81
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