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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
DI
901
DAGCO Inc
Ohio
$6.73K +$5.99K +115 New
CTC
902
Cetera Trust Company
Minnesota
$6.55K
CWM
903
Copia Wealth Management
Oregon
$6.44K
RF
904
Rossby Financial
Florida
$6.28K +$5.58K +107 New
BC
905
Barrett & Company
Rhode Island
$6.09K
MAM
906
Meeder Asset Management
Ohio
$5.85K -$2.61K -50 -33%
HWA
907
HHM Wealth Advisors
Tennessee
$5.85K -$1.04K -20 -17%
AWM
908
AllSquare Wealth Management
New York
$5.85K
IA
909
IFS Advisors
Kansas
$5.85K
TFA
910
Toth Financial Advisory
Virginia
$5.85K
HI
911
Hoey Investments
Pennsylvania
$5.38K
WCM
912
Winthrop Capital Management
Indiana
$5K +$156 +3 +4%
GIA
913
GHP Investment Advisors
Colorado
$4.92K
PWA
914
Provenance Wealth Advisors
Florida
$4.86K
CWC
915
Carolinas Wealth Consulting
North Carolina
$4.59K +$886 +17 +27%
MAFA
916
MJT & Associates Financial Advisory
Minnesota
$4.51K +$4.01K +77 New
BL
917
BFSG LLC
California
$4.39K -$3.44K -66 -47%
GSWM
918
Golden State Wealth Management
California
$4.33K +$834 +16 +28%
PCM
919
Penserra Capital Management
California
$4K -$92.4K -1,773 -95%
VNA
920
Valley National Advisers
Pennsylvania
$4K -$6.1K -117 -61%
HFS
921
Hughes Financial Services
Virginia
$3.96K +$3.49K +67 New
TFM
922
TFC Financial Management
Massachusetts
$3.51K -$261 -5 -8%
WCM
923
WealthTrak Capital Management
Virginia
$3.51K +$2.08K +40 +200%
BLC
924
Brown, Lisle/Cummings
Rhode Island
$3.51K
MFT
925
Moisand Fitzgerald Tamayo
Florida
$3.4K

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.