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Utz Brands

226 hedge funds and large institutions have $591M invested in Utz Brands in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.33M

4% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 49

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

1.3% less ownership

Funds ownership: 85.7%84.4% (-1.3%)

1% less funds holding

Funds holding: 229226 (-3)

24% less capital invested

Capital invested by funds: $782M → $591M (-$191M)

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
74
Reduced
73
Closed
49
Calls
$1.4M
Puts
$1.33M
Net Calls
+$67K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$1.98K +$2.32K +250 New
RIL
202
Rothschild Investment LLC
Illinois
$1.66K +$1.94K +209 New
WA
203
WPG Advisers
Maryland
$1.28K -$1.84K -198 -55%
CIAM
204
Caitong International Asset Management
Hong Kong
$1.14K +$1.34K +144 New
WPA
205
Wealth Preservation Advisors
Tennessee
$1.14K +$1.34K +144 New
NWM
206
Navigoe Wealth Management
California
$1K
GSEP
207
Golden State Equity Partners
California
$959 +$1.12K +121 New
NS
208
NBC Securities
Alabama
$792
MSG
209
Main Street Group
Virginia
$792 +$929 +100 New
MB
210
MidFirst Bank
Oklahoma
$713
FFO
211
Fortitude Family Office
Arizona
$523 +$613 +66 New
IPS
212
Investors Portfolio Services
Washington
$482 +$641 +69 New
TWD
213
True Wealth Design
Ohio
$404 +$474 +51 New
CCWM
214
Cassaday & Co Wealth Management
Virginia
$198 +$232 +25 New
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$182 +$214 +23 New
SS
216
SBI Securities
Japan
$103 -$1.6K -172 -93%
SIC
217
SJS Investment Consulting
Ohio
$64 +$74 +8 New
TFA
218
Transamerica Financial Advisors
Florida
$55 +$65 +7 New
WA
219
Whipplewood Advisors
Colorado
$48 +$56 +6 New
HIA
220
Harbor Investment Advisory
Maryland
$40
RFP
221
Root Financial Partners
California
$16 -$84 -9 -82%
HNB
222
Huntington National Bank
Ohio
$16
DF
223
Dunhill Financial
United Kingdom
$14 -$9 -1 -50%
HFS
224
Hughes Financial Services
Virginia
$8 -$9 -1 -50%
BG
225
Bahl & Gaynor
Ohio
-$10.1M -974,470 Closed