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Monster Beverage

1,083 hedge funds and large institutions have $40.2B invested in Monster Beverage in 2025 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 456 increasing their positions, 310 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 75

47% more repeat investments, than reductions

Existing positions increased: 456 | Existing positions reduced: 310

10% more funds holding

Funds holding: 9891,083 (+94)

9% more capital invested

Capital invested by funds: $37B → $40.2B (+$3.23B)

0.86% more ownership

Funds ownership: 65.45%66.31% (+0.86%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

32% less call options, than puts

Call options by funds: $159M | Put options by funds: $236M

Holders
1,083
Holders Change
+94
Holders Change %
+9.5%
% of All Funds
14.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
181
Increased
456
Reduced
310
Closed
75
Calls
$159M
Puts
$236M
Net Calls
-$76.5M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
601
Modus Advisors
Minnesota
$594K
SC
602
Savant Capital
Illinois
$589K +$223K +3,642 +63%
EP
603
Essential Partners
California
$589K +$575K +9,408 New
FAM
604
Formidable Asset Management
Ohio
$583K +$19.9K +325 +4%
UWS
605
Unique Wealth Strategies
Illinois
$583K -$79.7K -1,304 -12%
VWM
606
Venturi Wealth Management
Texas
$579K +$67.3K +1,102 +14%
AIM
607
Advyzon Investment Management
Illinois
$577K +$339K +5,555 +152%
KCP
608
Kera Capital Partners
California
$574K +$299K +4,891 +115%
SMF
609
Scott Marsh Financial
Utah
$568K +$554K +9,070 New
FRA
610
Frank Rimerman Advisors
California
$562K -$89K -1,456 -14%
TPCW
611
TD Private Client Wealth
New York
$562K +$548K +8,965 New
FFM
612
Forum Financial Management
Illinois
$561K +$4.83K +79 +0.9%
SW
613
Simplicity Wealth
New Jersey
$556K +$268K +4,389 +98%
WA
614
Wealth Alliance
New York
$555K +$14.2K +232 +3%
VCM
615
Versant Capital Management
Arizona
$553K +$97.8K +1,601 +22%
CCA
616
Checchi Capital Advisers
California
$552K -$3.36K -55 -0.6%
PFWA
617
Paces Ferry Wealth Advisors
Georgia
$549K -$27.9K -456 -5%
APW
618
Aventura Private Wealth
Florida
$548K -$7.94K -130 -1%
SWP
619
Sagespring Wealth Partners
Tennessee
$541K +$112K +1,839 +27%
BFM
620
Boothbay Fund Management
New York
$541K +$528K +8,642 New
NFC
621
Northeast Financial Consultants
Connecticut
$541K
EA
622
Eclectic Associates
California
$538K
FSC
623
Full Sail Capital
Oklahoma
$537K +$524K +8,580 New
PA
624
PharVision Advisers
Florida
$526K +$513K +8,394 New
PHIC
625
Pine Haven Investment Counsel
Massachusetts
$522K +$2.44K +40 +0.5%

MNST Hedge Fund Activity: Q2 2025 in Review

1,083 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2025, worth a combined $40.2B — up 8.7% from $37B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new MNST positions and 75 closed out — a net gain of 106 holders — while 456 added to existing stakes and 310 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $436M. The largest seller was Citadel Advisors, cutting an estimated $403M.

  • 1,083 institutional investors held Monster Beverage (MNST) as of Q2 2025, up from 989 in Q1 2025.
  • Funds reported $40.2B of Monster Beverage stock for Q2 2025, up 8.7% quarter-over-quarter.
  • 181 funds opened new Monster Beverage positions in Q2 2025 and 75 closed out, a net change of +106 holders.
  • The largest Monster Beverage buyer in Q2 2025 was Schroder Investment Management Group, an estimated $436M added.
  • The largest Monster Beverage seller in Q2 2025 was Citadel Advisors, an estimated $403M sold.

Based on aggregated 13F filings for Q2 2025.