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Smith & Wesson
SWBI

Overview Fund Activity

181 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, 57 increasing their positions, 51 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-8
Holders Change %
-4.23%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
57
Reduced
51
Closed
41
Calls
$10M
Puts
$5.81M
Net Calls
+$4.19M
Net Calls Change
+$4.9M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.05M
2
HF
2
HRT Financial
New York
$1.4M
3
UBS Group
3
UBS Group
Switzerland
$1.69M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.09M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.09M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.02M
4
Bank of America
4
Bank of America
North Carolina
$249K
5
American Century Companies
5
American Century Companies
Missouri
$9.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
201
Kingsview Wealth Management
Oregon
– -$130K -10,033 Closed
Corient Private Wealth
202
Corient Private Wealth
Florida
– -$130K -10,000 Closed
NC
203
nVerses Capital
Florida
– -$71.4K -5,500 Closed
IAIM
204
International Assets Investment Management
Florida
– -$224 -2,908 Closed
BWP
205
Baldwin Wealth Partners
Massachusetts
– -$20.8K -1,600 Closed
MHR
206
Matthew Hamilton Rosenberg
– -$19.4K -1,497 Closed
ECM
207
Estabrook Capital Management
New York
– -$17.5K -1,350 Closed
CA
208
Continuum Advisory
Idaho
– -$9.09K -700 Closed
JPWM
209
Jamison Private Wealth Management
Georgia
– -$7.06K -544 Closed
PFA
210
Pathway Financial Advisers
Indiana
– -$6.74K -520 Closed
UCI
211
Uncommon Cents Investing
Wisconsin
– -$6.49K -500 Closed
QL
212
Quarry LP
New York
– -$5.44K -419 Closed
GTAM
213
Global Trust Asset Management
Florida
– -$1.3K -100 Closed
Bessemer Group
214
Bessemer Group
New Jersey
– -$1K -80 Closed
RA
215
Rise Advisors
New York
– -$943 -73 Closed
NRG
216
Nemes Rush Group
Michigan
– -$1.08K -62 Closed
TWD
217
True Wealth Design
Ohio
– -$805 -62 Closed
AssetMark Inc
218
AssetMark Inc
California
– -$649 -50 Closed
CPA
219
Capital Performance Advisors
California
– -$260 -20 Closed
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
– -$129 -10 Closed
ACA
221
American Capital Advisory
Idaho
– -$26 -2 Closed
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