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Monster Beverage

1,099 hedge funds and large institutions have $43.2B invested in Monster Beverage in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 451 increasing their positions, 352 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 99

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 352

7% more capital invested

Capital invested by funds: $40.2B → $43.2B (+$2.91B)

1% more funds holding

Funds holding: 1,0831,099 (+16)

0.91% less ownership

Funds ownership: 66.31%65.4% (-0.91%)

33% less call options, than puts

Call options by funds: $178M | Put options by funds: $264M

Holders
1,099
Holders Change
+16
Holders Change %
+1.48%
% of All Funds
14.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
132
Increased
451
Reduced
352
Closed
99
Calls
$178M
Puts
$264M
Net Calls
-$86.2M
Net Calls Change
-$9.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.54B +$133M +2,122,685 +3%
BlackRock
2
BlackRock
New York
$4.01B +$134M +2,148,745 +4%
State Street
3
State Street
Massachusetts
$2.54B +$174M +2,789,273 +8%
AllianceBernstein
4
AllianceBernstein
Tennessee
$2.03B -$294M -4,714,821 -14%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.81B +$28.3M +452,590 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.3B +$38.3M +613,907 +3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$1.16B -$14.7M -236,281 -1%
Bank of America
8
Bank of America
North Carolina
$873M +$22.8M +365,550 +3%
Morgan Stanley
9
Morgan Stanley
New York
$821M -$330M -5,290,584 -30%
Invesco
10
Invesco
Georgia
$786M +$43.2M +692,192 +6%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$670M +$63.3M +1,013,356 +11%
N
12
Nuveen
North Carolina
$617M +$41.5M +665,617 +8%
BC
13
Broadwood Capital
New York
$555M -$312K -5,000 -0.1%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$547M +$55.7M +891,804 +12%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$542M -$135M -2,166,569 -21%
ClearBridge Investments
16
ClearBridge Investments
New York
$537M -$102M -1,627,247 -17%
Northern Trust
17
Northern Trust
Illinois
$530M +$5.99M +95,919 +1%
RIM
18
Rakuten Investment Management
Japan
$514M +$62.4M +999,381 New
Capital World Investors
19
Capital World Investors
California
$493M -$229M -3,670,265 -33%
UBS AM
20
UBS AM
Illinois
$465M -$93.8M -1,502,107 -18%
JP Morgan Chase
21
JP Morgan Chase
New York
$445M -$339M -5,425,108 -45%
Legal & General Group
22
Legal & General Group
United Kingdom
$385M +$29.3M +469,715 +9%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$358M -$61.9M -991,378 -16%
Citadel Advisors
24
Citadel Advisors
Florida
$353M +$325M +5,212,806 +20,038%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$339M -$4.19M -67,047 -1%

MNST Hedge Fund Activity: Q3 2025 in Review

1,099 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2025, worth a combined $43.2B — up 7.2% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MNST positions and 99 closed out — a net gain of 33 holders — while 451 added to existing stakes and 352 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $325M. The largest seller was JP Morgan Chase, cutting an estimated $339M.

  • 1,099 institutional investors held Monster Beverage (MNST) as of Q3 2025, up from 1,083 in Q2 2025.
  • Funds reported $43.2B of Monster Beverage stock for Q3 2025, up 7.2% quarter-over-quarter.
  • 132 funds opened new Monster Beverage positions in Q3 2025 and 99 closed out, a net change of +33 holders.
  • The largest Monster Beverage buyer in Q3 2025 was Citadel Advisors, an estimated $325M added.
  • The largest Monster Beverage seller in Q3 2025 was JP Morgan Chase, an estimated $339M sold.

Based on aggregated 13F filings for Q3 2025.