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Monster Beverage

989 hedge funds and large institutions have $37B invested in Monster Beverage in 2025 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 373 increasing their positions, 354 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

40% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 95

10% more capital invested

Capital invested by funds: $33.5B → $37B (+$3.52B)

2% more funds holding

Funds holding: 965989 (+24)

5% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 354

0.41% less ownership

Funds ownership: 65.86%65.45% (-0.41%)

33% less call options, than puts

Call options by funds: $180M | Put options by funds: $269M

Holders
989
Holders Change
+24
Holders Change %
+2.49%
% of All Funds
13.26%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
133
Increased
373
Reduced
354
Closed
95
Calls
$180M
Puts
$269M
Net Calls
-$89.3M
Net Calls Change
-$96.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BTD
876
BankPlus Trust Department
Mississippi
$11.9K +$9.38K +180 +750%
TSMHT
877
Thurston Springer Miller Herd & Titak
Indiana
$11.8K +$9.38K +180 +818%
FNWA
878
Financial Network Wealth Advisors
Utah
$11.8K +$1.62K +31 +18%
CB
879
CNB Bank
Pennsylvania
$11.7K
SR
880
Syntax Research
Florida
$11.7K
DRP
881
Decker Retirement Planning
Utah
$11.5K -$1.35K -26 -12%
WBC
882
West Branch Capital
Massachusetts
$10.8K +$9.59K +184 New
TWD
883
True Wealth Design
Ohio
$10.7K +$8.08K +155 +554%
UCB
884
United Community Bank
South Carolina
$10.5K +$9.38K +180 New
LWCFA
885
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.5K
DF
886
Dunhill Financial
United Kingdom
$10.4K -$573 -11 -6%
SC
887
Solstein Capital
California
$10.1K
FMP
888
Financial Management Professionals
Texas
$9.54K +$1.35K +26 +19%
AWM
889
Abound Wealth Management
Tennessee
$9.3K -$2.45K -47 -23%
CHC
890
City Holding Co
West Virginia
$9.19K +$8.18K +157 New
CWM
891
Centricity Wealth Management
Ohio
$8.78K
HIA
892
Harbor Investment Advisory
Maryland
$8.78K
CA
893
Continuum Advisory
Idaho
$8.66K +$834 +16 +12%
HPC
894
HM Payson & Co
Maine
$8.43K
TCOV
895
Trust Company of Vermont
Vermont
$8.31K -$521 -10 -7%
BWL
896
Bogart Wealth LLC
Virginia
$8.08K -$2.5K -48 -26%
AWM
897
Activest Wealth Management
Florida
$8.08K +$7.14K +137 +13,700%
MA
898
Montag & Associates
Georgia
$7.14K
CWA
899
Carolina Wealth Advisors
South Carolina
$7.14K
VWA
900
Valued Wealth Advisors
Utah
$6.91K

MNST Hedge Fund Activity: Q1 2025 in Review

989 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2025, worth a combined $37B — up 10% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new MNST positions and 95 closed out — a net gain of 38 holders — while 373 added to existing stakes and 354 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $208M. The largest seller was Capital World Investors, cutting an estimated $384M.

  • 989 institutional investors held Monster Beverage (MNST) as of Q1 2025, up from 965 in Q4 2024.
  • Funds reported $37B of Monster Beverage stock for Q1 2025, up 10% quarter-over-quarter.
  • 133 funds opened new Monster Beverage positions in Q1 2025 and 95 closed out, a net change of +38 holders.
  • The largest Monster Beverage buyer in Q1 2025 was Balyasny Asset Management, an estimated $208M added.
  • The largest Monster Beverage seller in Q1 2025 was Capital World Investors, an estimated $384M sold.

Based on aggregated 13F filings for Q1 2025.