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Utz Brands

229 hedge funds and large institutions have $782M invested in Utz Brands in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $803K | Put options by funds: $666K

6% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 83

4% less funds holding

Funds holding: 239229 (-10)

6.12% less ownership

Funds ownership: 91.82%85.7% (-6.1%)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

19% less capital invested

Capital invested by funds: $962M → $782M (-$180M)

Holders
229
Holders Change
-10
Holders Change %
-4.18%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
78
Reduced
83
Closed
45
Calls
$803K
Puts
$666K
Net Calls
+$137K
Net Calls Change
-$613K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$79.7M +$2.73M +252,876 +3%
BlackRock
2
BlackRock
New York
$58.2M +$1.11M +102,782 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$57M -$19.4M -1,802,355 -25%
Ameriprise
4
Ameriprise
Minnesota
$50M -$1.06M -97,943 -2%
CCM
5
Copeland Capital Management
Pennsylvania
$35.8M +$3.44M +318,763 +10%
Millennium Management
6
Millennium Management
New York
$26.4M -$19.7M -1,830,463 -42%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$25.1M +$13.4M +1,238,180 +105%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$22.4M -$7.89M -731,556 -25%
Jennison Associates
9
Jennison Associates
New York
$19M -$1.22M -113,533 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.8M +$384K +35,626 +2%
Goldman Sachs
11
Goldman Sachs
New York
$18.2M +$5.13M +475,628 +37%
State Street
12
State Street
Massachusetts
$17.6M -$839K -77,817 -4%
Marshall Wace
13
Marshall Wace
United Kingdom
$17.2M +$12.8M +1,184,571 +250%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$17.1M -$4.1M -380,218 -19%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$15M -$556K -51,570 -3%
GKIM
16
GW&K Investment Management
Massachusetts
$14.6M -$1.48M -137,516 -9%
DDC
17
DF Dent & Co
Maryland
$13.5M -$1.85M -171,421 -12%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$10.9M +$4.89M +453,075 +75%
Northern Trust
19
Northern Trust
Illinois
$10.5M +$119K +11,073 +1%
Morgan Stanley
20
Morgan Stanley
New York
$10.3M +$2.83M +262,764 +36%
Squarepoint
21
Squarepoint
New York
$10.3M +$7.76M +719,361 +262%
BG
22
Bahl & Gaynor
Ohio
$10.1M -$770K -71,362 -7%
UBS Group
23
UBS Group
Switzerland
$9.69M -$8.3M -769,442 -45%
ClearBridge Investments
24
ClearBridge Investments
New York
$9.68M +$865K +80,205 +9%
TCM
25
Tributary Capital Management
Nebraska
$9.67M +$940K +87,162 +10%

UTZ Hedge Fund Activity: Q4 2025 in Review

229 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2025, worth a combined $782M — down 19% from $962M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of UTZ and 38 opened new positions — a net loss of 7 holders — while 83 trimmed existing stakes and 78 added.

The largest buyer was Alyeska Investment Group, adding an estimated $13.4M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $35.8M sold.

  • 229 institutional investors held Utz Brands (UTZ) as of Q4 2025, down from 239 in Q3 2025.
  • Funds reported $782M of Utz Brands stock for Q4 2025, down 19% quarter-over-quarter.
  • 38 funds opened new Utz Brands positions in Q4 2025 and 45 closed out, a net change of -7 holders.
  • The largest Utz Brands buyer in Q4 2025 was Alyeska Investment Group, an estimated $13.4M added.
  • The largest Utz Brands seller in Q4 2025 was Champlain Investment Partners, an estimated $35.8M sold.

Based on aggregated 13F filings for Q4 2025.