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Smith & Wesson

174 hedge funds and large institutions have $223M invested in Smith & Wesson in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

4% less funds holding

Funds holding: 181174 (-7)

9% less capital invested

Capital invested by funds: $244M → $223M (-$21.4M)

Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.13M
Puts
$5.08M
Net Calls
Net Calls Change

Top Buyers

1 +$1.95M
2 +$1.57M
3 +$1.56M
4
Bank of America
Bank of America
North Carolina
+$1.54M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.44M

Top Sellers

1 -$2.29M
2 -$1.85M
3 -$1.68M
4
HF
HRT Financial
New York
-$1.4M
5
Lazard Asset Management
Lazard Asset Management
New York
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$56.2K
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$53.8K
BAM
103
Byrne Asset Management
New Jersey
$50.2K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$45.6K
LFG
105
Larson Financial Group
Missouri
$45.2K
Canada Life
106
Canada Life
Manitoba, Canada
$44K
SAS
107
Spurstone Advisory Services
Connecticut
$43.8K
AIP
108
Ameritas Investment Partners
Nebraska
$42.1K
IWM
109
IMG Wealth Management
Florida
$40.5K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$40.3K
CCM
111
Copeland Capital Management
Pennsylvania
$40.1K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$28K
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.9K
HNB
114
Huntington National Bank
Ohio
$20.7K
TRCT
115
Tower Research Capital (TRC)
New York
$19K
SWM
116
Spire Wealth Management
Virginia
$17.1K
NS
117
NBC Securities
Alabama
$17K
AB
118
Amalgamated Bank
New York
$15K
Comerica Bank
119
Comerica Bank
Texas
$14K
IA
120
IFP Advisors
Florida
$13.1K
PMAM
121
Picton Mahoney Asset Management
Ontario, Canada
$13K
QCG
122
Quadrant Capital Group
Ohio
$10.4K
AF
123
Allworth Financial
California
$9.43K
CNBTD
124
Citizens National Bank Trust Department
Mississippi
$9.32K
US Bancorp
125
US Bancorp
Minnesota
$8.87K