Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Monster Beverage Corp New (MNST)

1K + Investors. Track Smart Money conviction in MNST. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
6Q ▲
Buyers last Q
52%

Smart Money Signals — MNST

Based on 1236 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added MNST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,236 hedge funds hold MNST right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+268 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

626 buying588 selling
Last quarter: 626 funds bought or added vs 588 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-77 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 195 → 133 → 231 → 154. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
727 out of 1,236 hedge funds have held MNST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

139 → 195 → 133 → 231 → 154 new funds/Q
New funds entering each quarter: 195 → 133 → 231 → 154. A growing number of institutions are discovering MNST each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 25% newcomers

■ 65% veterans ■ 10% 1-2yr ■ 25% new
Entry-cohort mix of 1,287 holders: 831 (65%) are 2+ year veterans, 129 entered 1–2 years ago, and 327 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
68 of 1230 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in MNST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MNST

In 2026 Q1, 626 hedge funds were net buyers of MNST (154 opened a new position, 472 added to an existing one), while 588 reduced or exited (451 trimmed, 137 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in MNST is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 1236.

Hedge Fund Ownership: MNST

How many hedge funds hold MNST — quarterly history vs. share price
Quarterly hedge fund ownership of MNST vs. share price

Market Analysis: MNST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MNST

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

68 top-rated funds 6 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: MNST
2026 Q2 Stats Unlock in 1 days 1K + Investors

Track Smart Money conviction in MNST. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1222 1218 0.33%
13F Shares 617M 645M -4.37%
Total Value $43.52B $48.99B -11.17%
New Positions 149 231 -82
Increased Positions 460 472 -12
Closed Positions 145 91 +54
Reduced Positions 434 361 +73
Total Calls 27 23 17.39%
Total Puts 30 23 30.43%
PUT/CALL Ratio 1.11 1.0 Neutral

Statistics: MNST

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MNST. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 MNST holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Broadwood Capital Inc 40.73% 8,107,796 $779.3M
2 Defender Capital, LLC. 6.19% 198,480 $19.1M
3 Sather Financial Group Inc 5.10% 924,796 $88.9M
4 Montrusco Bolton Investments INC. 3.15% 2,113,791 $203.2M
5 Cim, LLC 3.12% 251,099 $24.1M
6 NatWest Group plc 3.11% 181,377 $17.4M
7 Loomis Sayles & Co L P 2.99% 24,849,175 $2.39B
8 Axecap Investments, LLC 2.68% 50,423 $4.8M
9 Carderock Capital Management Inc 2.62% 124,341 $12.0M
10 Maverick Capital Ltd 2.23% 2,630,260 $252.8M
11 Douglass Winthrop Advisors, LLC 2.17% 1,305,722 $125.5M
12 Ninety One North America, Inc. 2.05% 455,849 $43.8M
13 Strategic Global Advisors, LLC 2.04% 148,606 $14.3M
14 Knuff & Co LLC 2.01% 82,592 $7.9M
15 Kenora Financial, LLC 1.98% 66,692 $6.4M
16 William Allan Corp 1.69% 35,947 $3.5M
17 Legacy Financial Independent Advisors LLC 1.66% 36,610 $3.5M
18 Safe Harbor Fiduciary, LLC 1.56% 20,843 $2.0M
19 Bnc Wealth Management, LLC 1.53% 65,993 $6.3M
20 Left Brain Wealth Management, LLC 1.49% 51,506 $5.0M
21 Ninety One UK Ltd 1.49% 6,930,282 $666.1M
22 Titan Investment Solutions Ltd 1.48% 137,613 $13.2M
23 Blue Chip Partners, LLC 1.44% 237,901 $22.9M
24 AustralianSuper Pty Ltd 1.43% 3,436,219 $330.3M
25 Brendel Financial Advisors LLC 1.43% 32,050 $3.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Monster Beverage Corp New (MNST)

What does the Smart Money Trend signal show for MNST?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added MNST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MNST?

Slight buying edge — 52% buying: Last quarter: 626 funds bought or added vs 588 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MNST holders?

Elite ownership — 61% AUM from top-100 funds: 68 of 1230 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in MNST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MNST?

59% of holders stayed for 2+ years: 727 out of 1,236 hedge funds have held MNST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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