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Smith & Wesson
SWBI

175 hedge funds and large institutions have $223M invested in Smith & Wesson in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

21% more call options, than puts

Call options by funds: $6.13M | Put options by funds: $5.08M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.69% less ownership

Funds ownership: 54.88% → 54.19% (-0.69%)

4% less funds holding

Funds holding: 182 → 175 (-7)

9% less capital invested

Capital invested by funds: $244M → $223M (-$21.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

Holders
175
Holders Change
-7
Holders Change %
-3.85%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
60
Reduced
49
Closed
34
Calls
$6.13M
Puts
$5.08M
Net Calls
+$1.04M
Net Calls Change
-$3.15M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.15M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.73M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.72M
4
Bank of America
Bank of America
North Carolina
+$1.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$2.53M
2
American Century Companies
American Century Companies
Missouri
-$2.05M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.86M
4
HF
HRT Financial
New York
-$1.4M
5
Lazard Asset Management
Lazard Asset Management
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
151
Smartleaf Asset Management
Massachusetts
$2.02K -$979 -95 -31%
VWM
152
Vermillion Wealth Management
Minnesota
$1.96K – – –
AIC
153
Archer Investment Corporation
Indiana
$1.95K +$31 +3 +1%
AAP
154
Arax Advisory Partners
Colorado
$1.92K +$2.12K +206 New
CWM
155
Crowley Wealth Management
Delaware
$1.86K – – –
PTC
156
Private Trust Company
Ohio
$1.86K +$2.06K +200 New
VFM
157
Vision Financial Markets
Connecticut
$1.86K +$2.06K +200 New
SIS
158
Sound Income Strategies
Florida
$1.41K – – –
CIAM
159
Caitong International Asset Management
Hong Kong
$1.12K +$1.24K +120 New
C
160
Covestor
United Kingdom
$1K +$948 +92 +242%
A
161
AlphaQuest
New York
$997 -$11.4K -1,105 -91%
DJSG
162
D.J. St. Germain
Massachusetts
$932 -$2.58K -250 -71%
TCM
163
Tradewinds Capital Management
Washington
$932 – – –
CAM
164
Costello Asset Management
Pennsylvania
$932 +$1.03K +100 New
ACM
165
Aquatic Capital Management
Illinois
$895 +$989 +96 New
EWA
166
EverSource Wealth Advisors
Alabama
$820 +$41 +4 +5%
HWM
167
HighMark Wealth Management
Minnesota
$468 – – –
FFA
168
Farther Finance Advisors
California
$373 +$361 +35 +700%
SC
169
Stephens Consulting
Michigan
$373 +$412 +40 New
WIM
170
Westside Investment Management
California
$326 – – –
CA
171
Clearstead Advisors
Ohio
$271 – – –
VWWMG
172
Vermillion & White Wealth Management Group
Pennsylvania
$225 – – –
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$168 – – –
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$28 -$2.96K -287 -99%
LC
175
Lindbrook Capital
California
$9 – – –
5 6
7
8 9

SWBI Hedge Fund Activity: Q1 2025 in Review

175 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q1 2025, worth a combined $223M — down 8.7% from $244M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SWBI and 28 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 60 added.

The largest buyer was Goldman Sachs, adding an estimated $2.15M. The largest seller was LSV Asset Management, cutting an estimated $2.53M.

  • 175 institutional investors held Smith & Wesson (SWBI) as of Q1 2025, down from 182 in Q4 2024.
  • Funds reported $223M of Smith & Wesson stock for Q1 2025, down 8.7% quarter-over-quarter.
  • 28 funds opened new Smith & Wesson positions in Q1 2025 and 34 closed out, a net change of -6 holders.
  • The largest Smith & Wesson buyer in Q1 2025 was Goldman Sachs, an estimated $2.15M added.
  • The largest Smith & Wesson seller in Q1 2025 was LSV Asset Management, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2025.