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81 hedge funds and large institutions have $71.8M invested in Zevia in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

62% more call options, than puts

Call options by funds: $407K | Put options by funds: $252K

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

25% more funds holding

Funds holding: 6581 (+16)

3.64% more ownership

Funds ownership: 50.04%53.69% (+3.6%)

43% less capital invested

Capital invested by funds: $126M → $71.8M (-$53.8M)

Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
22
Reduced
15
Closed
14
Calls
$407K
Puts
$252K
Net Calls
+$155K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$36.2K -$23.9K -7,300 -30%
Citadel Advisors
52
Citadel Advisors
Florida
$35.9K +$54.4K +16,610 New
CIBC World Market
53
CIBC World Market
Ontario, Canada
$32.3K -$3.35K -1,025 -6%
OWA
54
Outlook Wealth Advisors
Texas
$28.6K +$43.4K +13,250 New
Two Sigma Advisers
55
Two Sigma Advisers
New York
$28.3K +$42.9K +13,100 New
CFM
56
Catalyst Funds Management
Australia
$27.4K +$41.6K +12,707 New
Raymond James Financial
57
Raymond James Financial
Florida
$26.5K +$40.2K +12,268 New
EI
58
Ellevest Inc
New York
$26.4K -$2.78K -850 -7%
DC
59
Diametric Capital
Massachusetts
$26.1K +$39.5K +12,063 New
QC
60
Quantessence Capital
New York
$25.9K +$39.2K +11,973 New
MWM
61
Modera Wealth Management
New Jersey
$21.7K +$32.9K +10,040 New
CCG
62
Catalina Capital Group
California
$21.6K
Simplex Trading
63
Simplex Trading
Illinois
$21K +$32.1K +9,813 New
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.1K +$27.5K +8,389 New
PAS
65
Point72 Asia (Singapore)
Singapore
$14.7K -$48.1K -14,680 -68%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$12.1K +$18.2K +5,555 New
Group One Trading
67
Group One Trading
Illinois
$9.5K +$10.1K +3,100 +238%
US Bancorp
68
US Bancorp
Minnesota
$8.86K +$13.4K +4,100 New
TRCT
69
Tower Research Capital (TRC)
New York
$8.68K +$13.1K +4,017 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$4.34K
Wells Fargo
71
Wells Fargo
California
$2.16K
JP Morgan Chase
72
JP Morgan Chase
New York
$1.31K
TFA
73
Toth Financial Advisory
Virginia
$1.08K
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03K +$1.56K +478 New
SS
75
SBI Securities
Japan
$978 -$42.9K -13,111 -97%

ZVIA Hedge Fund Activity: Q1 2025 in Review

81 of the 7,465 institutional investors tracked by Wall St. Rank reported a position in Zevia (ZVIA) for Q1 2025, worth a combined $71.8M — down 43% from $126M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ZVIA positions and 14 closed out — a net gain of 16 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $1.8M. The largest seller was Soviero Asset Management, exiting entirely with an estimated $880K sold.

  • 81 institutional investors held Zevia (ZVIA) as of Q1 2025, up from 65 in Q4 2024.
  • Funds reported $71.8M of Zevia stock for Q1 2025, down 43% quarter-over-quarter.
  • 30 funds opened new Zevia positions in Q1 2025 and 14 closed out, a net change of +16 holders.
  • The largest Zevia buyer in Q1 2025 was Acadian Asset Management, an estimated $1.8M added.
  • The largest Zevia seller in Q1 2025 was Soviero Asset Management, an estimated $880K sold.

Based on aggregated 13F filings for Q1 2025.