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Monster Beverage

965 hedge funds and large institutions have $33.5B invested in Monster Beverage in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 379 increasing their positions, 304 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 82

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 304

6% more funds holding

Funds holding: 914965 (+51)

1.45% more ownership

Funds ownership: 64.41%65.86% (+1.5%)

3% more call options, than puts

Call options by funds: $230M | Put options by funds: $222M

2% more capital invested

Capital invested by funds: $32.9B → $33.5B (+$597M)

Holders
965
Holders Change
+51
Holders Change %
+5.58%
% of All Funds
12.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
146
Increased
379
Reduced
304
Closed
82
Calls
$230M
Puts
$222M
Net Calls
+$7.46M
Net Calls Change
+$86.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.34B -$10.7M -202,037 -0.3%
BlackRock
2
BlackRock
New York
$2.71B +$53M +999,765 +2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.12B -$463M -8,739,567 -18%
State Street
4
State Street
Massachusetts
$1.78B +$2.47M +46,535 +0.1%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.39B -$38.7M -729,363 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.19B -$625M -11,792,402 -34%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$1.18B -$8.96M -168,972 -0.7%
Capital World Investors
8
Capital World Investors
California
$1.06B -$131M -2,463,882 -11%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$978M -$190M -3,582,203 -16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$897M +$73.4M +1,383,914 +9%
Morgan Stanley
11
Morgan Stanley
New York
$863M +$56.8M +1,070,968 +7%
Bank of America
12
Bank of America
North Carolina
$586M -$98.9M -1,865,957 -14%
ClearBridge Investments
13
ClearBridge Investments
New York
$575M -$34.3M -647,819 -6%
Invesco
14
Invesco
Georgia
$452M +$38.9M +734,406 +9%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$450M -$779K -14,688 -0.2%
Norges Bank
16
Norges Bank
Norway
$443M +$1.62M +30,565 +0.4%
BC
17
Broadwood Capital
New York
$436M
Viking Global Investors
18
Viking Global Investors
Connecticut
$424M +$427M +8,064,361 New
Barclays
19
Barclays
United Kingdom
$401M -$40.3M -759,481 -9%
Northern Trust
20
Northern Trust
Illinois
$387M +$43.8M +825,489 +13%
Goldman Sachs
21
Goldman Sachs
New York
$383M +$237M +4,465,893 +158%
N
22
Nuveen
North Carolina
$360M -$71.2M -1,343,561 -16%
UBS Group
23
UBS Group
Switzerland
$303M +$185M +3,482,073 +153%
Capital Research Global Investors
24
Capital Research Global Investors
California
$286M +$428K +8,081 +0.1%
UBS AM
25
UBS AM
Illinois
$284M +$26.2M +493,914 +10%

MNST Hedge Fund Activity: Q4 2024 in Review

965 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2024, worth a combined $33.5B — up 1.8% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new MNST positions and 82 closed out — a net gain of 64 holders — while 379 added to existing stakes and 304 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $427M. The largest seller was JP Morgan Chase, cutting an estimated $625M.

  • 965 institutional investors held Monster Beverage (MNST) as of Q4 2024, up from 914 in Q3 2024.
  • Funds reported $33.5B of Monster Beverage stock for Q4 2024, up 1.8% quarter-over-quarter.
  • 146 funds opened new Monster Beverage positions in Q4 2024 and 82 closed out, a net change of +64 holders.
  • The largest Monster Beverage buyer in Q4 2024 was Viking Global Investors, an estimated $427M added.
  • The largest Monster Beverage seller in Q4 2024 was JP Morgan Chase, an estimated $625M sold.

Based on aggregated 13F filings for Q4 2024.