SWBI icon

Smith & Wesson

159 hedge funds and large institutions have $228M invested in Smith & Wesson in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15M
Puts
$6.99M
Net Calls
Net Calls Change

Top Buyers

1 +$7.56M
2 +$4.91M
3 +$4.63M
4
Charles Schwab
Charles Schwab
California
+$2.63M
5
Marshall Wace
Marshall Wace
United Kingdom
+$1.99M

Top Sellers

1 -$5.36M
2 -$2.8M
3 -$2.79M
4
Goldman Sachs
Goldman Sachs
New York
-$2.71M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
CoreCap Advisors
Michigan
$3.44K
GF
127
GGM Financials
Ohio
$3.25K
WAS
128
Winch Advisory Services
Wisconsin
$3.12K
TFGT
129
TS Financial Group (TSFG)
Illinois
$3K
CAL
130
Capital Analysts LLC
Pennsylvania
$3K
SPIA
131
Steward Partners Investment Advisory
New York
$2.95K
ASN
132
Advisory Services Network
Georgia
$2.95K
CPG
133
Cornerstone Planning Group
New Jersey
$2.81K
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$2.54K
BTI
135
Blue Trust Inc
Georgia
$2.43K
GRP
136
Global Retirement Partners
California
$2.38K
BC
137
Barrett & Company
Rhode Island
$2.31K
AIC
138
Archer Investment Corporation
Indiana
$2.12K
VWM
139
Vermillion Wealth Management
Minnesota
$2.06K
QCG
140
Quadrant Capital Group
Ohio
$1.68K
SIS
141
Sound Income Strategies
Florida
$1.54K
GI
142
GAMMA Investing
California
$1.43K
PS
143
Principal Securities
Iowa
$1.36K
SC
144
Swan Capital
Florida
$1.26K
AAS
145
Ameritas Advisory Services
Nebraska
$1.15K
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$1.09K
TCM
147
Tradewinds Capital Management
Washington
$983
CAM
148
Costello Asset Management
Pennsylvania
$983
CTC
149
Central Trust Company
Missouri
$983
Bank Julius Baer & Co
150
Bank Julius Baer & Co
Switzerland
$983