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Smith & Wesson

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: 11 (0)

0.69% less ownership

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

4% less funds holding

Funds holding: 182175 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39M -$165K -15,998 -0.4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.9M -$1.86M -180,148 -6%
Renaissance Technologies
3
Renaissance Technologies
New York
$24.6M -$1.02M -98,700 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.3M +$640K +62,173 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.99M +$176K +17,067 +2%
State Street
6
State Street
Massachusetts
$9.18M -$151K -14,617 -1%
American Century Companies
7
American Century Companies
Missouri
$7.25M -$2.05M -198,798 -20%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$7.15M +$1.73M +168,235 +28%
Goldman Sachs
9
Goldman Sachs
New York
$6.64M +$2.15M +208,739 +41%
PCM
10
Punch Card Management
Florida
$6.05M
Charles Schwab
11
Charles Schwab
California
$5.38M +$420K +40,815 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.71M -$204K -19,792 -4%
Northern Trust
13
Northern Trust
Illinois
$3.62M -$274K -26,601 -6%
Citadel Advisors
14
Citadel Advisors
Florida
$3.42M +$1.72M +167,309 +84%
Morgan Stanley
15
Morgan Stanley
New York
$2.03M -$624K -60,556 -22%
Bank of America
16
Bank of America
North Carolina
$1.77M +$1.7M +165,396 +671%
UBS Group
17
UBS Group
Switzerland
$1.73M +$186K +18,053 +11%
Squarepoint
18
Squarepoint
New York
$1.7M -$931K -90,409 -33%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.44M +$1.59M +154,439 New
LSV Asset Management
20
LSV Asset Management
Illinois
$1.43M -$2.53M -245,300 -61%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.4M +$54.9K +5,330 +4%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.39M +$1.54M +149,600 New
UBS AM
23
UBS AM
Illinois
$1.28M +$359K +34,846 +34%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.28M -$92.4K -8,973 -6%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.25M +$266K +25,853 +24%

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.