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Smith & Wesson
SWBI

Overview Fund Activity

172 hedge funds and large institutions have $203M invested in Smith & Wesson in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 29 closing their positions.

Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
60
Reduced
52
Closed
29
Calls
$6.37M
Puts
$5.23M
Net Calls
+$1.14M
Net Calls Change
+$91K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$6.76M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.89M
3
UBS Group
3
UBS Group
Switzerland
$2.97M
4
YIH
4
Y-Intercept (HK)
Hong Kong
$1.21M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.46M

Top Sellers

1
PCM
1
Punch Card Management
Florida
$1.65M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$0
3
American Century Companies
3
American Century Companies
Missouri
$5.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$5.75M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$24.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$64.9K 7,489 +1,143 +18%
BTI
102
Blue Trust Inc
Georgia
$57.2K 6,590 -153 -2%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$57K 6,542 +3,558 +119%
TRCT
104
Tower Research Capital (TRC)
New York
$54.2K 6,240 +4,200 +206%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$50.1K 5,772 – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$48K 5,534 +643 +13%
CCM
107
Copeland Capital Management
Pennsylvania
$43.4K 5,005 +704 +16%
Canada Life
108
Canada Life
Manitoba, Canada
$41K 4,692 – –
SAS
109
Spurstone Advisory Services
Connecticut
$40.8K 4,700 – –
AIP
110
Ameritas Investment Partners
Nebraska
$39.2K 4,512 – –
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.9K 3,095 +321 +12%
HT
112
Headlands Technologies
Illinois
$26.5K 3,052 -3,375 -53%
LFG
113
Larson Financial Group
Missouri
$24.8K 2,852 -2,000 -41%
A
114
AlphaQuest
New York
$22.5K 2,587 +2,480 +2,318%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$19.9K 2,295 -2,025 -47%
CA
116
CoreCap Advisors
Michigan
$18.2K 2,100 +1,750 +500%
HNB
117
Huntington National Bank
Ohio
$17.4K 2,000 -219 -10%
SWM
118
Spire Wealth Management
Virginia
$16.1K 1,851 +15 +0.8%
NS
119
NBC Securities
Alabama
$16K 1,948 +25 +1%
SSG
120
Summit Securities Group
New York
$15.1K 1,739 +1,739 New
IA
121
IFP Advisors
Florida
$14.9K 1,711 +311 +22%
AB
122
Amalgamated Bank
New York
$14K 1,651 – –
Walleye Trading
123
Walleye Trading
New York
$12.2K 1,410 +1,410 New
TIM
124
Total Investment Management
Arizona
$10.6K 1,219 +1,219 New
SCM
125
Sterling Capital Management
North Carolina
$9.4K 1,083 +382 +54%
3 4
5
6 7