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Smith & Wesson

174 hedge funds and large institutions have $205M invested in Smith & Wesson in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 175174 (-1)

0.86% less ownership

Funds ownership: 54.19%53.33% (-0.86%)

8% less capital invested

Capital invested by funds: $223M → $205M (-$17.9M)

13% less call options, than puts

Call options by funds: $6.77M | Put options by funds: $7.75M

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
63
Reduced
51
Closed
30
Calls
$6.77M
Puts
$7.75M
Net Calls
-$979K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.05M -$277K -29,233 -20%
AA
27
Ancora Advisors
Ohio
$951K
Invesco
28
Invesco
Georgia
$946K -$134K -14,103 -11%
Bank of America
29
Bank of America
North Carolina
$894K -$825K -87,116 -46%
Squarepoint
30
Squarepoint
New York
$885K -$762K -80,425 -44%
N
31
Nuveen
North Carolina
$865K -$275K -29,016 -23%
Barclays
32
Barclays
United Kingdom
$773K +$232K +24,465 +38%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$750K -$57.7K -6,094 -7%
Swiss National Bank
34
Swiss National Bank
Switzerland
$740K
KAS
35
Kestra Advisory Services
Texas
$731K +$797K +84,175 New
Wells Fargo
36
Wells Fargo
California
$730K +$427K +45,105 +116%
TI
37
Trexquant Investment
Connecticut
$724K +$612K +64,602 +344%
LSC
38
Lesa Sroufe & Co
Washington
$705K +$21.8K +2,299 +3%
Teacher Retirement System of Texas
39
Teacher Retirement System of Texas
Texas
$667K -$117K -12,316 -14%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$602K -$1.34K -142 -0.2%
IMC Chicago
41
IMC Chicago
Illinois
$572K +$624K +65,917 New
AQR Capital Management
42
AQR Capital Management
Connecticut
$568K +$391K +41,305 +171%
Verition Fund Management
43
Verition Fund Management
Connecticut
$562K +$257K +27,179 +72%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$548K +$210K +22,199 +54%
GCP
45
GSA Capital Partners
United Kingdom
$517K +$206K +21,732 +57%
LPL Financial
46
LPL Financial
California
$512K +$92.2K +9,733 +20%
Raymond James Financial
47
Raymond James Financial
Florida
$439K -$113K -11,898 -19%
Legal & General Group
48
Legal & General Group
United Kingdom
$413K +$42K +4,431 +10%
LSA
49
Leonteq Securities AG
Switzerland
$391K +$4.83K +510 +1%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$387K +$423K +44,613 New

SWBI Hedge Fund Activity: Q2 2025 in Review

174 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q2 2025, worth a combined $205M — down 8% from $223M a quarter earlier.

Fund positioning in SWBI was balanced in Q2 2025: 30 funds opened new positions, 30 closed out, 63 added to existing stakes and 51 trimmed.

The largest buyer was Charles Schwab, adding an estimated $1.91M. The largest seller was Punch Card Management, cutting an estimated $4.35M.

  • 174 institutional investors held Smith & Wesson (SWBI) as of Q2 2025, down from 175 in Q1 2025.
  • Funds reported $205M of Smith & Wesson stock for Q2 2025, down 8% quarter-over-quarter.
  • 30 funds opened new Smith & Wesson positions in Q2 2025 and 30 closed out, a net change of 0 holders.
  • The largest Smith & Wesson buyer in Q2 2025 was Charles Schwab, an estimated $1.91M added.
  • The largest Smith & Wesson seller in Q2 2025 was Punch Card Management, an estimated $4.35M sold.

Based on aggregated 13F filings for Q2 2025.