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Smith & Wesson
SWBI

182 hedge funds and large institutions have $244M invested in Smith & Wesson in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $10M | Put options by funds: $5.8M

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

4% less funds holding

Funds holding: 190 → 182 (-8)

4.72% less ownership

Funds ownership: 59.59% → 54.88% (-4.7%)

30% less capital invested

Capital invested by funds: $347M → $244M (-$103M)

Holders
182
Holders Change
-8
Holders Change %
-4.21%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
58
Reduced
51
Closed
41
Calls
$10M
Puts
$5.8M
Net Calls
+$4.19M
Net Calls Change
+$4.9M

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$2.54M
2
HF
HRT Financial
New York
+$1.73M
3
UBS Group
UBS Group
Switzerland
+$1.32M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$12.7M
2
Goldman Sachs
Goldman Sachs
New York
-$3.73M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.64M
4
Bank of America
Bank of America
North Carolina
-$2.9M
5
American Century Companies
American Century Companies
Missouri
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
151
Brooklyn Investment Group
New York
$3.29K +$4.07K +325 New
WAS
152
Winch Advisory Services
Wisconsin
$3.07K +$38 +3 +1%
SAM
153
Smartleaf Asset Management
Massachusetts
$3.04K +$939 +75 +32%
AAG
154
Armstrong Advisory Group
Massachusetts
$3.03K – – –
TFGT
155
TS Financial Group (TSFG)
Illinois
$3K – – –
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$2.93K -$175 -14 -5%
SIM
157
Synergy Investment Management
Florida
$2.78K +$3.44K +275 New
CA
158
CoreCap Advisors
Michigan
$2.53K – – –
BC
159
Barrett & Company
Rhode Island
$2.37K – – –
HNB
160
Huntington National Bank
Ohio
$2.21K +$1.74K +139 +174%
VWM
161
Vermillion Wealth Management
Minnesota
$2.12K +$2.63K +210 New
AIC
162
Archer Investment Corporation
Indiana
$2.09K +$25 +2 +1%
CFGS
163
Concourse Financial Group Securities
Alabama
$2.09K -$3.25K -260 -57%
CWM
164
Crowley Wealth Management
Delaware
$2.02K +$2.5K +200 New
SIS
165
Sound Income Strategies
Florida
$1.53K – – –
QCG
166
Quadrant Capital Group
Ohio
$1.39K -$7.07K -565 -80%
GI
167
GAMMA Investing
California
$1.18K -$1.06K -85 -42%
TCM
168
Tradewinds Capital Management
Washington
$1.01K – – –
EWA
169
EverSource Wealth Advisors
Alabama
$849 -$12.6K -1,007 -92%
SIM
170
Studio Investment Management
Illinois
$512 +$626 +50 New
HWM
171
HighMark Wealth Management
Minnesota
$507 – – –
AWM
172
Avior Wealth Management
Nebraska
$505 +$626 +50 New
WIM
173
Westside Investment Management
California
$354 – – –
CA
174
Clearstead Advisors
Ohio
$294 – – –
PIS
175
POM Investment Strategies
North Carolina
$253 – – –
5 6
7
8 9

SWBI Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q4 2024, worth a combined $244M — down 30% from $347M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SWBI and 38 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 58 added.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $2.54M. The largest seller was Vanguard Group, cutting an estimated $12.7M.

  • 182 institutional investors held Smith & Wesson (SWBI) as of Q4 2024, down from 190 in Q3 2024.
  • Funds reported $244M of Smith & Wesson stock for Q4 2024, down 30% quarter-over-quarter.
  • 38 funds opened new Smith & Wesson positions in Q4 2024 and 41 closed out, a net change of -3 holders.
  • The largest Smith & Wesson buyer in Q4 2024 was Lazard Asset Management, an estimated $2.54M added.
  • The largest Smith & Wesson seller in Q4 2024 was Vanguard Group, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2024.