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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
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.3M
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.7M +$169K +83,025 +6%
SAM
3
Silvercrest Asset Management
New York
$5.55M +$1.26M +616,244 +87%
ACH
4
ArrowMark Colorado Holdings
Colorado
$4.19M +$2.04M +1,000,000 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.26M +$6.47K +3,177 +0.6%
BlackRock
6
BlackRock
New York
$1.61M -$5.44K -2,669 -0.7%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.25M +$606K +297,229 New
Goldman Sachs
8
Goldman Sachs
New York
$1.15M +$561K +275,378 New
Millennium Management
9
Millennium Management
New York
$1.07M -$23.2K -11,369 -4%
State Street
10
State Street
Massachusetts
$897K +$144K +70,770 +49%
SAM
11
Soviero Asset Management
New York
$880K +$428K +210,000 New
Marshall Wace
12
Marshall Wace
United Kingdom
$858K +$417K +204,800 New
Renaissance Technologies
13
Renaissance Technologies
New York
$632K +$105K +51,300 +52%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$599K
Russell Investments Group
15
Russell Investments Group
United Kingdom
$596K +$290K +142,274 New
Jane Street
16
Jane Street
New York
$531K +$214K +104,955 +482%
Northern Trust
17
Northern Trust
Illinois
$500K +$25.3K +12,396 +12%
Calamos Advisors
18
Calamos Advisors
Illinois
$471K +$229K +112,428 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$470K +$56.2K +27,579 +33%
BCM
20
Bridgeway Capital Management
Texas
$463K +$42K +20,600 +23%
WSFS
21
Wilmington Savings Fund Society
Delaware
$417K
OAC
22
OMERS Administration Corp
Ontario, Canada
$371K +$180K +88,500 New
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$241K +$118K +57,795 New
EA
24
Emerald Advisers
Pennsylvania
$228K +$111K +54,359 New
CSS
25
Cubist Systematic Strategies
Connecticut
$218K +$106K +51,932 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.