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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 %
VWM
151
Vermillion Wealth Management
Minnesota
$1.82K – – –
AAP
152
Arax Advisory Partners
Colorado
$1.79K – – –
EWA
153
EverSource Wealth Advisors
Alabama
$1.75K +$989 +114 +130%
PS
154
Principal Securities
Iowa
$1.75K -$3.79K -437 -68%
FFA
155
Farther Finance Advisors
California
$1.75K +$1.4K +161 +403%
CWM
156
Crowley Wealth Management
Delaware
$1.74K – – –
SIS
157
Sound Income Strategies
Florida
$1.31K – – –
VCM
158
Versant Capital Management
Arizona
$1.04K -$2.08K -240 -67%
C
159
Covestor
United Kingdom
$1K -$688 -53 -41%
TCM
160
Tradewinds Capital Management
Washington
$868 – – –
CAM
161
Costello Asset Management
Pennsylvania
$868 – – –
NFSG
162
Newbridge Financial Services Group
Florida
$868 +$868 +100 New
KHC
163
Koesten Hirschmann & Crabtree
Kansas
$608 +$608 +70 New
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$477 +$477 +55 New
HWM
165
HighMark Wealth Management
Minnesota
$436 – – –
CA
166
Clearstead Advisors
Ohio
$322 +$70 +8 +28%
WIM
167
Westside Investment Management
California
$304 – – –
CPG
168
Cornerstone Planning Group
New Jersey
$282 +$282 +35 New
VWWMG
169
Vermillion & White Wealth Management Group
Pennsylvania
$213 +$9 +1 +4%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$200 -$51.5K -5,923 -100%
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$156 – – –
AssetMark Inc
172
AssetMark Inc
California
$52 +$52 +6 New
SWP
173
Strategic Wealth Partners
Ohio
$1 – – –
LSV Asset Management
174
LSV Asset Management
Illinois
– -$1.43M -153,900 Closed
Universal-Beteiligungs- und Servicegesellschaft
175
Universal-Beteiligungs- und Servicegesellschaft
Germany
– -$647K -69,397 Closed
5 6
7
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