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Latham Group

128 hedge funds and large institutions have $735M invested in Latham Group in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1.98% more ownership

Funds ownership: 96.97%98.96% (+2%)

1% more capital invested

Capital invested by funds: $725M → $735M (+$9.7M)

2% less funds holding

Funds holding: 131128 (-3)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
56
Reduced
36
Closed
21
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.79M +$3.3M +568,660 +2,214%
RHJA
27
Rice Hall James & Associates
California
$3.71M +$3.38M +582,123 New
Millennium Management
28
Millennium Management
New York
$3.68M +$2.77M +476,894 +475%
Renaissance Technologies
29
Renaissance Technologies
New York
$3.68M -$994K -171,000 -23%
AI
30
Atom Investors
Texas
$3.05M +$734K +126,307 +36%
EF
31
Empowered Funds
Pennsylvania
$2.84M +$232K +39,989 +10%
RC
32
Roubaix Capital
Colorado
$2.59M +$448K +77,074 +23%
Northern Trust
33
Northern Trust
Illinois
$2.36M +$267 +46 +0%
Charles Schwab
34
Charles Schwab
California
$2.22M +$89.4K +15,381 +5%
Bank of America
35
Bank of America
North Carolina
$2.17M -$281K -48,294 -12%
American Century Companies
36
American Century Companies
Missouri
$1.83M -$1.73M -297,027 -51%
B
37
BloombergSen
Ontario, Canada
$1.73M +$815K +140,169 +106%
UBS Group
38
UBS Group
Switzerland
$1.63M +$577K +99,213 +64%
F1I
39
Fund 1 Investments
Puerto Rico
$1.6M +$1.46M +250,824 New
ADEF
40
ABS Direct Equity Fund
Connecticut
$1.59M +$349K +60,000 +32%
Morgan Stanley
41
Morgan Stanley
New York
$1.43M +$369K +63,540 +40%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$1.33M -$1.23M -212,489 -51%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.11M -$151K -25,923 -13%
IA
44
IFP Advisors
Florida
$948K -$1.73K -298 -0.2%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$921K -$9.86K -1,696 -1%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$912K -$8.91K -1,534 -1%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$907K -$1.38M -237,154 -63%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$884K -$24.4K -4,200 -3%
RCG
49
Rock Creek Group
District of Columbia
$798K +$159K +27,423 +28%
Invesco
50
Invesco
Georgia
$781K -$2.31M -396,646 -76%

SWIM Hedge Fund Activity: Q2 2025 in Review

128 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q2 2025, worth a combined $735M — up 1.3% from $725M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SWIM and 18 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 56 added.

The largest buyer was Fidelity Investments, adding an estimated $6.67M. The largest seller was Citadel Advisors, cutting an estimated $5.63M.

  • 128 institutional investors held Latham Group (SWIM) as of Q2 2025, down from 131 in Q1 2025.
  • Funds reported $735M of Latham Group stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 18 funds opened new Latham Group positions in Q2 2025 and 21 closed out, a net change of -3 holders.
  • The largest Latham Group buyer in Q2 2025 was Fidelity Investments, an estimated $6.67M added.
  • The largest Latham Group seller in Q2 2025 was Citadel Advisors, an estimated $5.63M sold.

Based on aggregated 13F filings for Q2 2025.