ZEVIA PBC (ZVIA): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ZEVIA PBC (ZVIA)

110 + Investors. Track Smart Money conviction in ZVIA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ZVIA

Based on 107 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added ZVIA 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

107 hedge funds hold ZVIA 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 — +70% more funds vs a year ago

fund count last 6Q

+44 new funds entered over the past year (+70% 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.

🟢

More buyers than sellers — 65% buying

71 buying39 selling

Last quarter: 71 funds were net buyers (28 opened a brand new position + 43 added to an existing one). Only 39 were sellers (22 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new ZVIA position: 30 → 43 → 19 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 26% medium ■ 33% new

44 out of 107 hedge funds have held ZVIA 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.

💎

Buying through price weakness — shares +17%, value -0%

Value

+17%

Last quarter: funds added +17% more shares while total portfolio value only changed -0%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

29 → 30 → 43 → 19 → 28 new funds/Q

New funds entering each quarter: 30 → 43 → 19 → 28. ZVIA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 11% 1-2yr ■ 36% new

Of 110 current holders: 58 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

25 of 107 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	110	98	12.24%
13F Shares	46M	40M	16.98%
Total Value	$108M	$108M	-0.16%
New Positions	28	19	+9
Increased Positions	45	32	+13
Closed Positions	17	18	-1
Reduced Positions	26	31	-5
Total Calls	2	1	100.0%
Total Puts	2	2	-
PUT/CALL Ratio	1.0	2.0	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

110

12.24%

13F Shares

46M

40M

16.98%

Total Value

$108M

-0.16%

New Positions

Increased Positions

+13

Closed Positions

-1

Reduced Positions

-5

Total Calls

100.0%

Total Puts

PUT/CALL Ratio

1.0

2.0

Neutral

Institutional Holders (2026 Q1)

110 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 18 institutional holders of ZVIA — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	BCS Private Wealth Management, Inc.	0.25%	699,189	$818K
2	R Squared Ltd	0.01%	19,600	$23K
3	DKM Wealth Management, Inc.	0.01%	13,000	$15K
4	Catalina Capital Group, LLC	0.01%	13,623	$16K
5	Field & Main Bank	0.00%	10,000	$12K
6	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.00%	13,116	$15K
7	STRS OHIO	0.00%	150,500	$176K
8	Fortitude Family Office, LLC	0.00%	691	—
9	LRI Investments, LLC	0.00%	1,000	$1K
10	SBI Securities Co., Ltd.	0.00%	2,547	$3K
11	Police & Firemen's Retirement System of New Jersey	0.00%	7,907	$9K
12	True Wealth Design, LLC	0.00%	120	—
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.00%	12,043	$14K
14	SG Americas Securities, LLC	0.00%	16,917	—
15	Sterling Capital Management LLC	0.00%	361	—
16	IFP Advisors, Inc	0.00%	278	—
17	Farther Finance Advisors, LLC	0.00%	162	—
18	SJS Investment Consulting Inc.	0.00%	3	—

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 — ZEVIA PBC (ZVIA)

What does the Smart Money Trend signal show for ZVIA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added ZVIA 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 ZVIA?

More buyers than sellers — 65% buying: Last quarter: 71 funds were net buyers (28 opened a brand new position + 43 added to an existing one). Only 39 were sellers (22 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ZVIA holders?

Smaller funds dominant — 13% AUM from top-100: 25 of 107 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ZVIA?

41% of holders stayed for 2+ years: 44 out of 107 hedge funds have held ZVIA 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.

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ZEVIA PBC (ZVIA)

Smart Money Signals — ZVIA

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +70% more funds vs a year ago

More buyers than sellers — 65% buying

More new buyers each quarter (+9 vs last Q)

41% of holders stayed for 2+ years

Buying through price weakness — shares +17%, value -0%

Peak discovery — momentum slowing

Deep conviction — 53% of holders stayed 2+ years

Smaller funds dominant — 13% AUM from top-100

Hedge Fund Ownership: ZVIA

Market Analysis: ZVIA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ZVIA

Hedge Fund Positioning: ZVIA

Statistics: ZVIA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ZEVIA PBC (ZVIA)

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