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65 hedge funds and large institutions have $126M invested in Zevia in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

623% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $221K

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

341% more capital invested

Capital invested by funds: $28.5M → $126M (+$97.2M)

67% more funds holding

Funds holding: 3965 (+26)

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

5.43% more ownership

Funds ownership: 44.61%50.04% (+5.4%)

Holders
65
Holders Change
+26
Holders Change %
+66.67%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
13
Reduced
8
Closed
6
Calls
$1.6M
Puts
$221K
Net Calls
+$1.38M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$211K
CFA
27
Capstone Financial Advisors
Illinois
$210K
XT
28
XTX Topco
Cayman Islands
$156K -$18.5K -9,072 -20%
NL
29
NWAM LLC
Washington
$150K
Squarepoint
30
Squarepoint
New York
$139K +$67.4K +33,072 New
OWP
31
ORG Wealth Partners
Texas
$129K +$62.5K +30,674 New
SWM
32
Spire Wealth Management
Virginia
$101K +$49K +24,051 New
PAS
33
Point72 Asia (Singapore)
Singapore
$90K +$13.5K +6,610 +44%
Charles Schwab
34
Charles Schwab
California
$83.8K
HA
35
Huntleigh Advisors
Missouri
$83.8K +$40.7K +20,000 New
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$81.4K +$39.6K +19,424 New
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$68K
CIBC World Market
38
CIBC World Market
Ontario, Canada
$67K -$2.44K -1,200 -7%
Bank of America
39
Bank of America
North Carolina
$66.3K +$31.1K +15,280 +2,845%
APG
40
Abacus Planning Group
South Carolina
$57.2K +$27.8K +13,661 New
SS
41
SBI Securities
Japan
$56.8K +$27.6K +13,564 New
EI
42
Ellevest Inc
New York
$54.7K
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$47.5K -$12.5K -6,141 -35%
CC
44
Centiva Capital
New York
$47.1K +$22.9K +11,234 New
SSA
45
Schonfeld Strategic Advisors
New York
$45.2K +$22K +10,795 New
Morgan Stanley
46
Morgan Stanley
New York
$42.6K +$12K +5,876 +137%
Stifel Financial
47
Stifel Financial
Missouri
$42.1K +$20.5K +10,050 New
CCG
48
Catalina Capital Group
California
$41.9K
Wolverine Trading
49
Wolverine Trading
Illinois
$38.6K +$20.4K +10,021 New
Citigroup
50
Citigroup
New York
$29.3K +$14.2K +6,986 New

ZVIA Hedge Fund Activity: Q4 2024 in Review

65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zevia (ZVIA) for Q4 2024, worth a combined $126M — up 341% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ZVIA positions and 6 closed out — a net gain of 26 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $2.04M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $54K sold.

  • 65 institutional investors held Zevia (ZVIA) as of Q4 2024, up from 39 in Q3 2024.
  • Funds reported $126M of Zevia stock for Q4 2024, up 341% quarter-over-quarter.
  • 32 funds opened new Zevia positions in Q4 2024 and 6 closed out, a net change of +26 holders.
  • The largest Zevia buyer in Q4 2024 was ArrowMark Colorado Holdings, an estimated $2.04M added.
  • The largest Zevia seller in Q4 2024 was CIBC Private Wealth Group, an estimated $54K sold.

Based on aggregated 13F filings for Q4 2024.