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Smith & Wesson
SWBI

Overview Fund Activity

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
Holders
174
Holders Change
-7
Holders Change %
-3.87%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
48
Closed
32
Calls
$6.13M
Puts
$5.08M
Net Calls
+$1.05M
Net Calls Change
-$3.15M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.95M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.57M
3
Citadel Advisors
Citadel Advisors
Florida
+$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
LSV Asset Management
LSV Asset Management
Illinois
-$2.29M
2
American Century Companies
American Century Companies
Missouri
-$1.85M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$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 		Shares
Change %
VWM
151
Vermillion Wealth Management
Minnesota
$1.96K – – –
AIC
152
Archer Investment Corporation
Indiana
$1.95K +$28 +3 +1%
AAP
153
Arax Advisory Partners
Colorado
$1.92K +$1.92K +206 New
CWM
154
Crowley Wealth Management
Delaware
$1.86K – – –
PTC
155
Private Trust Company
Ohio
$1.86K +$1.86K +200 New
VFM
156
Vision Financial Markets
Connecticut
$1.86K +$1.86K +200 New
SIS
157
Sound Income Strategies
Florida
$1.41K – – –
CIAM
158
Caitong International Asset Management
Hong Kong
$1.12K +$1.12K +120 New
C
159
Covestor
United Kingdom
$1K +$708 +92 +242%
A
160
AlphaQuest
New York
$997 -$10.3K -1,105 -91%
DJSG
161
D.J. St. Germain
Massachusetts
$932 -$2.33K -250 -71%
TCM
162
Tradewinds Capital Management
Washington
$932 – – –
CAM
163
Costello Asset Management
Pennsylvania
$932 +$932 +100 New
ACM
164
Aquatic Capital Management
Illinois
$895 +$895 +96 New
EWA
165
EverSource Wealth Advisors
Alabama
$820 +$37 +4 +5%
HWM
166
HighMark Wealth Management
Minnesota
$468 – – –
FFA
167
Farther Finance Advisors
California
$373 +$326 +35 +700%
SC
168
Stephens Consulting
Michigan
$373 +$373 +40 New
WIM
169
Westside Investment Management
California
$326 – – –
CA
170
Clearstead Advisors
Ohio
$271 – – –
VWWMG
171
Vermillion & White Wealth Management Group
Pennsylvania
$225 – – –
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$168 – – –
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$28 -$2.68K -287 -99%
LC
174
Lindbrook Capital
California
$9 – – –
HF
175
HRT Financial
New York
– -$1.4M -138,341 Closed
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