Monster Beverage: which funds bought and sold

Institutions that bought and sold Monster Beverage shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 709 institutions that filed 13F reports for both quarters added to or opened positions in Monster Beverage, and 546 cut or closed them. Together they sold a net 6.6M shares, −1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 7.5M shares (−4.8%); index fund managers were net sellers of 6.3M shares (−3.1%). 205 opened a new position and 86 sold out entirely.

Bought, Q2 2026 709 institutions, 205 of them new holders Sold, Q2 2026 546 institutions, 86 of them sold out

Net change, all compared −6.6M shares (−1.0%)

Net change, active managers −7.5M shares (−4.8%), 27 bought, 59 sold

Buyers versus sellers

institutions compared, 1,418

709 bought 163 546 sold

Active managers and hedge funds 27 bought · 59 sold · −7.5M

Index fund managers 3 bought · 9 sold · −6.3M

Other institutions 679 bought · 478 sold · +7.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+3.4M +323.6%	4.4M	$423M
Assenagon Asset Management S.A.	+3.3M +340.1%	4.3M	$413M
AGF Management Ltd	+2.9M New position	2.9M	$283M
Jane Street Group, LLC	+2.6M +271.7%	3.6M	$342M
Citigroup Inc	+2.2M +131.5%	3.9M	$373M
Citadel Advisors LLC Hedge fund	+2.0M +844.9%	2.2M	$212M
Wellington Management Group LLP Active manager	+1.6M +27.8%	7.5M	$718M
Voya Investment Management LLC	+1.5M +677.6%	1.7M	$165M
Jpmorgan Chase & Co	+1.3M +4.7%	29.7M	$2.9B
Deutsche Bank Ag\	+861K +28.5%	3.9M	$373M
Holocene Advisors, LP Hedge fund	+787K New position	787K	$75.6M
Rathbones Group PLC	+724K New position	724K	$69.6M
Susquehanna International Group, LLP	+617K +254.3%	860K	$82.7M
Eurizon Capital Sgr S.P.A.	+558K +72.7%	1.3M	$128M
Goldman Sachs Group Inc	+468K +9.0%	5.6M	$543M
Morgan Stanley	+465K +3.9%	12.3M	$1.2B
Susquehanna Portfolio Strategies, LLC	+463K +213.3%	680K	$65.3M
Retirement Systems Of Alabama	+438K +289.1%	589K	$56.7M
Freestone Grove Partners LP Hedge fund	+431K +984.2%	474K	$45.6M
Danske Bank A/S	+400K +70.5%	967K	$92.9M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+3.4M +323.6%	4.4M	$423M
Citadel Advisors LLC Hedge fund	+2.0M +844.9%	2.2M	$212M
Wellington Management Group LLP Active manager	+1.6M +27.8%	7.5M	$718M
Holocene Advisors, LP Hedge fund	+787K New position	787K	$75.6M
Freestone Grove Partners LP Hedge fund	+431K +984.2%	474K	$45.6M
FMR LLC Active manager	+321K +3.4%	9.7M	$931M
Millennium Management LLC Hedge fund	+311K +463.8%	378K	$36.4M
D. E. Shaw & Co., Inc. Hedge fund	+297K +25.6%	1.5M	$140M
Lighthouse Investment Partners, LLC Hedge fund	+205K New position	205K	$19.7M
Maverick Capital Ltd Hedge fund	+165K +6.7%	2.6M	$253M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−3.0M −4.7%	60.0M	$5.8B
Ilex Capital Partners (UK) LLP	−1.8M −77.8%	529K	$50.8M
State Street Corp Index funds	−1.8M −4.9%	36.1M	$3.5B
UBS Group AG	−1.8M −45.7%	2.2M	$207M
Alliancebernstein L.P. Active manager	−1.7M −6.0%	27.1M	$2B
Amundi	−1.7M −29.8%	4.1M	$391M
Barclays PLC	−1.5M −39.9%	2.3M	$218M
Jacobs Levy Equity Management, Inc Active manager	−1.3M Sold out	0	—
Invesco Ltd.	−1.2M −3.4%	32.7M	$3.1B
Man Group PLC Hedge fund	−1.1M −57.6%	826K	$79.4M
Loomis Sayles & Co L P Active manager	−1.1M −4.1%	24.8M	$2.4B
Two Sigma Investments, LP Hedge fund	−1.1M −56.5%	810K	$77.8M
Arrowstreet Capital, Limited Partnership Hedge fund	−927K −12.1%	6.7M	$645M
Capital World Investors Active manager	−889K −15.0%	5.0M	$484M
Caisse De Depot Et Placement Du Quebec	−884K −51.6%	829K	$79.7M
Montrusco Bolton Investments Inc.	−846K −28.6%	2.1M	$203M
Squarepoint Ops LLC Hedge fund	−844K −32.2%	1.8M	$171M
Acadian Asset Management LLC Active manager	−840K −38.1%	1.4M	$131M
Jupiter Asset Management Ltd Active manager	−815K −56.2%	636K	$61.1M
Qube Research & Technologies Ltd Hedge fund	−733K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alliancebernstein L.P. Active manager	−1.7M −6.0%	27.1M	$2B
Jacobs Levy Equity Management, Inc Active manager	−1.3M Sold out	0	—
Man Group PLC Hedge fund	−1.1M −57.6%	826K	$79.4M
Loomis Sayles & Co L P Active manager	−1.1M −4.1%	24.8M	$2.4B
Two Sigma Investments, LP Hedge fund	−1.1M −56.5%	810K	$77.8M
Arrowstreet Capital, Limited Partnership Hedge fund	−927K −12.1%	6.7M	$645M
Capital World Investors Active manager	−889K −15.0%	5.0M	$484M
Squarepoint Ops LLC Hedge fund	−844K −32.2%	1.8M	$171M
Acadian Asset Management LLC Active manager	−840K −38.1%	1.4M	$131M
Jupiter Asset Management Ltd Active manager	−815K −56.2%	636K	$61.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
AGF Management Ltd	2.9M	$283M
Holocene Advisors, LPHedge fund	787K	$75.6M
Rathbones Group PLC	724K	$69.6M
Mn Services Vermogensbeheer B.V.	207K	$19.8M
Lighthouse Investment Partners, LLCHedge fund	205K	$19.7M
Lord, Abbett & Co. LLC	180K	$17.3M
Waratah Capital Advisors Ltd.	158K	$15.2M
Fideuram Asset Management (Ireland) Dac	156K	$13.8M
Logan Capital Management Inc	142K	$13.7M
Aquatic Capital Management LLC	141K	$13.5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jacobs Levy Equity Management, IncActive manager	1.3M	$93.1M
Qube Research & Technologies LtdHedge fund	733K	$53.1M
Voloridge Investment Management, LLCHedge fund	271K	$19.6M
Trexquant Investment LPHedge fund	182K	$13.2M
Y-Intercept (Hong Kong) Ltd	170K	$12.3M
Engineers Gate Manager LPHedge fund	133K	$9.7M
Night Squared LP	123K	$8.9M
Darwins River Capital, LP	84K	$6.1M
Alphadyne Asset Management LP	82K	$6M
Counterpoint Mutual Funds LLC	58K	$4.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,352
Ten largest holders: 45.8%
Index fund managers: 29.5%
Active managers and hedge funds: 22.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	27	59	8	10	−7.5M	−4.8%
Index fund managers	3	9	0	0	−6.3M	−3.1%
Other institutions	679	478	197	76	+7.2M	+2.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Monster Beverage.

Only managers that filed a holdings report for both quarters are compared (1,418 here). 39 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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