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Monster Beverage

923 hedge funds and large institutions have $31.8B invested in Monster Beverage in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 323 increasing their positions, 381 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
-70
Holders Change %
-7.05%
% of All Funds
13.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
90
Increased
323
Reduced
381
Closed
148
Calls
$210M
Puts
$217M
Net Calls
-$6.11M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
501
Kestra Private Wealth Services
Texas
$663K -$1.14M -22,858 -63%
CL
502
Choreo LLC
Illinois
$660K +$660K +13,216 New
GT
503
Greenleaf Trust
Michigan
$653K -$68.5K -1,372 -9%
KIA
504
Knollwood Investment Advisory
Maryland
$651K +$59.7K +1,196 +10%
WPW
505
Waldron Private Wealth
Pennsylvania
$650K -$17K -341 -3%
SACTSONJ
506
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$649K
William Blair & Company
507
William Blair & Company
Illinois
$642K -$27.9K -559 -4%
BTWM
508
Baker Tilly Wealth Management
Wisconsin
$641K -$309K -6,180 -33%
LFA
509
Legacy Financial Advisors
Kentucky
$641K -$21K -420 -3%
CL
510
CSS LLC
Illinois
$638K +$638K +12,763 New
HSA
511
HBK Sorce Advisory
Pennsylvania
$636K +$96.7K +1,935 +18%
1W
512
1776 Wealth
Georgia
$636K
BBHC
513
Brown Brothers Harriman & Co
New York
$630K -$43.8K -877 -6%
AAIS
514
ABN AMRO Investment Solutions
$627K +$423K +8,474 +207%
BCV
515
Banque Cantonale Vaudoise
Switzerland
$618K -$23.8K -477 -4%
GDP
516
Great Diamond Partners
Maine
$607K -$8.64K -173 -1%
WPC
517
Wedmont Private Capital
Pennsylvania
$607K -$23.3K -459 -4%
IIC
518
Ironwood Investment Counsel
Arizona
$606K -$17.1K -343 -3%
NW
519
NewEdge Wealth
Pennsylvania
$603K +$8.89K +178 +1%
O
520
Ossiam
France
$600K -$52.8M -1,057,356 -99%
KWA
521
Kingswood Wealth Advisors
California
$599K -$3.05K -61 -0.5%
NRD
522
Nebula Research & Development
New York
$599K -$698K -13,968 -54%
IIM
523
Intact Investment Management
Quebec, Canada
$599K +$599K +11,982 New
FCBT
524
First Citizens Bank & Trust
North Carolina
$596K +$67K +1,341 +13%
AIM
525
Achmea Investment Management
Netherlands
$589K