Utz Brands

UTZ • NYSE

Utz Brands is a packaged foods company in the consumer defensive sector on NYSE, led by Howard A. Friedman, with a market cap of $895.2M. As of Q3 2025, 93% of shares are held by 234 institutional investors, with VANGUARD GROUP INC as the largest holder at 8.62%.

Chief Executive OfficerHoward A. Friedman

Market Cap$895.2M

Packaged Foods

Consumer Defensive

Employees3.7K

Websiteutzsnacks.com

Country

United States of America

Overview

Overview of institutional ownership in UTZ as of Q3 2025 with a market cap of $1.0B

All Institutions

Institutions: 234
Value Held: $971.8M
Shares Held: 80.0M
Avg Position: $4.2M
Median Position: $322.3K

Hedge Funds

Hedge Funds: 22
Value Held: $159.8M
Shares Held: 13.2M
Avg Position: $7.3M
Median Position: $1.3M

Ownership Breakdown

Institutional (non-HF)

77.53%

$812.0M

Hedge Funds

15.26%

$159.8M

Retail & Other

7.21%

$75.5M

Based on market cap of $1.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UTZ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$90.2M 0.00% of portfolio	8.62% 7.4M shares	Q3 2020 Held for 5y 2m	$6.69T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$88.6M 0.01% of portfolio	8.46% 7.3M shares	Q1 2020 Held for 5y 8m	$1.56T
B BlackRock, Inc. Institution	-	$66.9M 0.00% of portfolio	6.39% 5.5M shares	Q3 2020 Held for 5y 2m	$5.67T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$59.7M 0.01% of portfolio	5.70% 4.9M shares	Q2 2021 Held for 4y 5m	$433.11B
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$53.1M 0.04% of portfolio	5.07% 4.4M shares	Q4 2018 Held for 6y 11m	$121.98B
Copeland Capital Management, LLC Long Only Manager	Eric Copeland Brown CEO	$38.0M 0.79% of portfolio	3.63% 3.1M shares	Q1 2022 Held for 3y 8m	$4.8B
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	$35.8M 0.27% of portfolio	3.42% 2.9M shares	Q3 2020 Held for 5y 2m	$13.3B
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dmitry Balyasny CIO	$35.1M 0.07% of portfolio	3.36% 2.9M shares	Q2 2024 Held for 1y 5m	$48.1B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$28.0M 0.02% of portfolio	2.67% 2.3M shares	Q3 2020 Held for 5y 2m	$122.08B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$24.6M 0.01% of portfolio	2.35% 2.0M shares	Q4 2022 Held for 2y 11m	$466.32B

Net Capital Flow

Institutional buying and selling activity for UTZ in Q3 2025

Traded: −$212.9K
Buyers: 130
Sellers: 98
Total Bought: +$75.4M
Total Sold: −$75.6M
Avg Position: $3.7M

Biggest Buyers

Institution	Net Bought	Current Position
Tributary Capital Management, LLC Long Only Manager	+$9.9M +814.6K shares	$20.5M 1.7M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$7.1M +585.0K shares	$28.0M 2.3M shares
UBS Group AG Institution	+$5.9M +483.6K shares	$20.7M 1.7M shares
Copeland Capital Management, LLC Long Only Manager	+$3.7M +304.2K shares	$38.0M 3.1M shares
GOLDMAN SACHS GROUP INC Institution	+$3.3M +274.9K shares	$15.5M 1.3M shares
Savoir Faire Capital Management, L.P. Hedge Fund•Long/Short	+$3.3M +269.5K shares	$3.3M 269.5K shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	+$3.0M +243.4K shares	$18.1M 1.5M shares
FRANKLIN RESOURCES INC Institution	+$2.4M +200.7K shares	$4.8M 392.9K shares
Holocene Advisors, LP Hedge Fund•Long/Short	+$2.1M +170.6K shares	$2.2M 180.8K shares
FMR LLC Institution	+$1.9M +154.9K shares	$7.3M 601.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
AMERIPRISE FINANCIAL INC Institution	−$14.2M −1.2M shares	$59.7M 4.9M shares
JPMORGAN CHASE & CO Institution	−$11.0M −902.5K shares	$88.6M 7.3M shares
C Champlain Investment Partners, LLC Long Only Manager	−$10.1M −832.7K shares	$35.8M 2.9M shares
VANGUARD GROUP INC Institution	−$6.2M −513.9K shares	$90.2M 7.4M shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$5.8M −474.8K shares	$11.5M 945.8K shares
BANK OF AMERICA CORP /DE/ Institution	−$2.1M −172.3K shares	$6.9M 565.6K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.7M −142.5K shares	$1.5M 122.9K shares
DF DENT & CO INC Long Only Manager	−$1.5M −120.8K shares	$17.9M 1.5M shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	−$1.4M −113.0K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$1.4M −115.0K shares	$8.9M 733.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UTZ in Q3 2025

New Positions: 13
New Value: $4.4M
Exited Positions: 28
Exited Value: $10.4M

New Positions

Institution	Position Value
Savoir Faire Capital Management, L.P. Hedge Fund•Long/Short	$3.3M 269.5K shares
I Inscription Capital, LLC RIA/Wealth	$328.8K 27.1K shares
F FIRST NATIONAL BANK OF OMAHA Institution	$320.4K 26.4K shares
SPRINGBOK CAPITAL MANAGEMENT, LLC Fund of Funds	$200.4K 16.5K shares
Heritage Family Offices, LLP Family Office	$144.8K 11.9K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$122.7K 10.1K shares
O Optiver Holding B.V. Institution	$6.1K 498.0 shares
FINANCIAL CONSULATE, INC RIA/Wealth	$3.5K 288.0 shares
R Root Financial Partners, LLC RIA/Wealth	$960.0 79.0 shares
Sontag Advisory, LLC RIA/Wealth	$389.0 32.0 shares

Exited Positions

Institution	Previous Position
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$1.4M 113.0K shares
V Vestcor Investment Management Corp Institution	$1.3M 107.4K shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	$1.3M 104.1K shares
MIRABELLA FINANCIAL SERVICES LLP Institution	$973.8K 77.6K shares
B Bryce Point Capital, LLC Hedge Fund•Market Neutral	$737.1K 58.7K shares
T TEACHER RETIREMENT SYSTEM OF TEXAS Institution	$489.3K 39.0K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	$487.2K 38.8K shares
E Econ Financial Services Corp Institution	$480.8K 38.3K shares
P PARK CIRCLE Co Institution	$473.8K 37.8K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$456.4K 36.4K shares

Options Activity

Institutions with the largest Call and Put options positions in UTZ as of Q3 2025

Call Positions: 6
Call Value: $1.6M
Put Positions: 4
Put Value: $495.7K

Call Positions

Institution	Position Value
Muzinich & Co., Inc. Long Only Manager	$425.3K 350.0 contracts
Walleye Trading LLC RIA/Wealth	$370.6K 305.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$330.5K 272.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$306.2K 252.0 contracts
J JANE STREET GROUP, LLC Institution	$171.3K 141.0 contracts
P PEAK6 LLC Institution	- - contracts

Put Positions

Institution	Position Value
Walleye Trading LLC RIA/Wealth	$325.6K 268.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$170.1K 140.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
Caption Management, LLC Hedge Fund•Long/Short	- - contracts

Most Committed Institutions

Institutions with UTZ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Savoir Faire Capital Management, L.P. Hedge Fund•Long/Short	Brian Michael Crombie Managing Partner	1.17% $3.3M	0.31% 269.5K shares	Q3 2025 Held for 2 months	$278.8M
Tributary Capital Management, LLC Long Only Manager	Mark Alan Wynegar President	0.97% $20.5M	1.96% 1.7M shares	Q1 2025 Held for 8 months	$2.1B
Copeland Capital Management, LLC Long Only Manager	Eric Copeland Brown CEO	0.79% $38.0M	3.63% 3.1M shares	Q1 2022 Held for 3y 8m	$4.8B
Astra Wealth Partners LLC RIA/Wealth	Mark Jay Johnson Managing Partner	0.79% $1.1M	0.11% 92.0K shares	Q2 2025 Held for 5 months	$142.1M
Outfitter Financial LLC RIA/Wealth	David Andrew Kenkel Managing Partner	0.68% $836.5K	0.08% 68.8K shares	Q4 2020 Held for 4y 11m	$123.7M
S Select Asset Management & Trust Institution	-	0.49% $1.4M	0.14% 118.0K shares	Q4 2020 Held for 4y 11m	$290.7M
Night Squared LP Hedge Fund•Long/Short	Neel Prafullchandra Parekh CEO	0.37% $1.0M	0.10% 83.5K shares	Q2 2025 Held for 5 months	$277.1M
H HUSSMAN STRATEGIC ADVISORS, INC. Institution	John Peter Hussman President	0.33% $1.5M	0.15% 126.0K shares	Q3 2024 Held for 1y 2m	$458.6M
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	0.27% $35.8M	3.42% 2.9M shares	Q3 2020 Held for 5y 2m	$13.3B
DF DENT & CO INC Long Only Manager	Daniel Forbes Dent Chairman	0.23% $17.9M	1.71% 1.5M shares	Q4 2021 Held for 3y 11m	$7.7B