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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$13K +$6.35K +3,115 New
EFG
52
Ethos Financial Group
Pennsylvania
$12.1K +$5.88K +2,885 New
Fidelity Investments
53
Fidelity Investments
Massachusetts
$8.43K
Group One Trading
54
Group One Trading
Illinois
$5.45K +$2.65K +1,300 New
Wells Fargo
55
Wells Fargo
California
$4.19K -$1.02K -500 -33%
JP Morgan Chase
56
JP Morgan Chase
New York
$2.54K -$69 -34 -5%
RS
57
R Squared
Hong Kong
$2.22K +$1.08K +530 New
TFA
58
Toth Financial Advisory
Virginia
$2.1K +$1.02K +500 New
RAM
59
Riggs Asset Management
Pennsylvania
$1.44K +$764 +375 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$1.25K +$607 +298 New
SPIA
61
Steward Partners Investment Advisory
New York
$838 +$407 +200 New
SC
62
Swan Capital
Florida
$838 +$407 +200 New
AAP
63
Arax Advisory Partners
Colorado
$357 -$864 -424 -83%
UBS Group
64
UBS Group
Switzerland
$272 +$100 +49 +306%
LFG
65
Larson Financial Group
Missouri
$84
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
-$54K -50,000 Closed
CFM
67
Catalyst Funds Management
Australia
-$6.91K -6,400 Closed
TRCT
68
Tower Research Capital (TRC)
New York
-$4.98K -4,608 Closed
WIM
69
Westside Investment Management
California
-$2.16K -2,000 Closed
Simplex Trading
70
Simplex Trading
Illinois
-$3.44K -1,691 Closed
LSA
71
Leonteq Securities AG
Switzerland
-$1.2K -1,111 Closed

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.