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Smith & Wesson
SWBI

Overview Fund Activity

173 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, 61 increasing their positions, 52 reducing their positions, and 30 closing their positions.

Holders
173
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
61
Reduced
52
Closed
30
Calls
$6.77M
Puts
$7.75M
Net Calls
-$979K
Net Calls Change
-$2.02M

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 Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Sterling Capital Management
North Carolina
$9.4K +$3.32K +382 +54%
US Bancorp
127
US Bancorp
Minnesota
$8.39K +$130 +15 +2%
SWA
128
SOA Wealth Advisors
New York
$6.96K +$104 +12 +2%
HI
129
Harbour Investments
Wisconsin
$6.94K -$660 -76 -9%
MCM
130
MAI Capital Management
Ohio
$6.53K – – –
NA
131
NewEdge Advisors
Louisiana
$6.18K +$3.05K +351 +98%
FGA
132
Fortis Group Advisors
New Jersey
$5.85K – – –
DJSG
133
D.J. St. Germain
Massachusetts
$5.64K +$4.77K +550 +550%
AF
134
Allworth Financial
California
$4.89K -$3.64K -419 -43%
RIL
135
Rothschild Investment LLC
Illinois
$4.79K -$1.52K -175 -24%
SS
136
SBI Securities
Japan
$4.68K -$773 -89 -14%
PA
137
Parallel Advisors
California
$4.5K +$937 +108 +26%
SIS
138
Strategic Investment Solutions
Illinois
$3.85K +$52 +6 +1%
AAS
139
Ameritas Advisory Services
Nebraska
$3.82K +$3.82K +440 New
ITIM
140
Indiana Trust & Investment Management
Indiana
$3.68K +$3.68K +424 New
BCMLT
141
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.48K +$3.48K +401 New
TFGT
142
TS Financial Group (TSFG)
Illinois
$3K – – –
WAS
143
Winch Advisory Services
Wisconsin
$2.71K +$35 +4 +1%
SPIA
144
Steward Partners Investment Advisory
New York
$2.6K -$4.34K -500 -63%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$2.21K -$9 -1 -0.4%
GRP
146
Global Retirement Partners
California
$2.1K +$2.1K +242 New
BC
147
Barrett & Company
Rhode Island
$2.04K – – –
GI
148
GAMMA Investing
California
$2.01K -$278 -32 -12%
SAM
149
Smartleaf Asset Management
Massachusetts
$1.95K +$78 +9 +4%
AIC
150
Archer Investment Corporation
Indiana
$1.85K +$26 +3 +1%
4 5
6
7 8