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Monster Beverage

1,228 hedge funds and large institutions have $49.3B invested in Monster Beverage in 2025 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 480 increasing their positions, 367 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 71

31% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 367

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $43.2B → $49.3B (+$6.1B)

12% more funds holding

Funds holding: 1,0991,228 (+129)

0.72% more ownership

Funds ownership: 65.4%66.11% (+0.72%)

33% less call options, than puts

Call options by funds: $208M | Put options by funds: $309M

Holders
1,228
Holders Change
+129
Holders Change %
+11.74%
% of All Funds
14.94%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
226
Increased
480
Reduced
367
Closed
71
Calls
$208M
Puts
$309M
Net Calls
-$101M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
651
TD Waterhouse Canada
Ontario, Canada
$715K +$198K +2,763 +42%
FAM
652
Formidable Asset Management
Ohio
$714K
TCM
653
Twin Capital Management
Pennsylvania
$713K -$46.6K -650 -7%
OAM
654
Occidental Asset Management
California
$710K -$169K -2,356 -20%
PFPG
655
Pinnacle Financial Partners (Georgia)
Georgia
$701K +$655K +9,146 New
EWM
656
Evermay Wealth Management
Virginia
$696K +$650K +9,078 New
CIM
657
Contravisory Investment Management
Massachusetts
$687K +$642K +8,957 New
ONB
658
Old National Bancorp
Indiana
$684K +$214K +2,989 +50%
MA
659
Modus Advisors
Minnesota
$684K -$39.8K -555 -6%
RCAG
660
Rehmann Capital Advisory Group
Michigan
$683K +$156K +2,181 +33%
CCM
661
Capstone Capital Management
$670K +$626K +8,735 New
PFWA
662
Paces Ferry Wealth Advisors
Georgia
$663K -$7.95K -111 -1%
EPW
663
Evolve Private Wealth
California
$663K +$619K +8,641 New
HSA
664
HBK Sorce Advisory
Pennsylvania
$661K +$6.3K +88 +1%
EWA
665
EverSource Wealth Advisors
Alabama
$660K -$8.38K -117 -1%
EA
666
Eclectic Associates
California
$659K
RWC
667
Rare Wolf Capital
Washington
$647K +$604K +8,436 New
QI
668
Qtron Investments
Massachusetts
$640K +$598K +8,353 New
PHIC
669
Pine Haven Investment Counsel
Massachusetts
$639K
C
670
Certuity
Florida
$638K +$119K +1,658 +25%
GWP
671
Gen-Wealth Partners
Michigan
$637K -$437K -6,094 -42%
FNBSF
672
First National Bank Sioux Falls
South Dakota
$637K
WANY
673
Wealthspire Advisors (New York)
New York
$636K +$366K +5,112 +161%
CPC
674
Cookson Peirce & Co
Pennsylvania
$636K +$594K +8,292 New
OWCM
675
One Wealth Capital Management
Arizona
$632K +$114K +1,592 +24%