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Latham Group

139 hedge funds and large institutions have $863M invested in Latham Group in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,580% more call options, than puts

Call options by funds: $134K | Put options by funds: $5K

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

18% more capital invested

Capital invested by funds: $735M → $863M (+$129M)

9% more funds holding

Funds holding: 128139 (+11)

1.6% less ownership

Funds ownership: 98.96%97.36% (-1.6%)

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.82%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
31
Increased
50
Reduced
36
Closed
20
Calls
$134K
Puts
$5K
Net Calls
+$129K
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
26
Rice Hall James & Associates
California
$4.26M -$166K -22,533 -4%
Victory Capital Management
27
Victory Capital Management
Texas
$4.09M -$5.96M -810,076 -60%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.88M -$622K -84,486 -14%
EF
29
Empowered Funds
Pennsylvania
$3.83M +$429K +58,292 +13%
AACP
30
Advantage Alpha Capital Partners
California
$3.76M -$3.22M -437,775 -47%
RC
31
Roubaix Capital
Colorado
$3.61M +$509K +69,214 +17%
Invesco
32
Invesco
Georgia
$3.54M +$2.52M +342,636 +280%
Renaissance Technologies
33
Renaissance Technologies
New York
$3.53M -$832K -113,100 -20%
Northern Trust
34
Northern Trust
Illinois
$3.01M +$188K +25,550 +7%
Charles Schwab
35
Charles Schwab
California
$2.93M +$272K +36,999 +11%
B
36
BloombergSen
Ontario, Canada
$2.61M +$524K +71,206 +26%
IA
37
IFP Advisors
Florida
$2.26M +$1.09M +148,615 +100%
F1I
38
Fund 1 Investments
Puerto Rico
$1.91M
Russell Investments Group
39
Russell Investments Group
United Kingdom
$1.79M +$456K +62,017 +36%
RRA
40
Round Rock Advisors
Connecticut
$1.76M +$1.68M +228,696 New
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.71M +$122K +16,509 +8%
AQR Capital Management
42
AQR Capital Management
Connecticut
$1.65M +$1.3M +176,693 +445%
Polen Capital Management
43
Polen Capital Management
Florida
$1.27M +$349K +47,472 +40%
American Century Companies
44
American Century Companies
Missouri
$1.17M -$980K -133,131 -47%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.11M +$24.4K +3,312 +2%
Morgan Stanley
46
Morgan Stanley
New York
$1.1M -$582K -79,089 -35%
A
47
AlphaQuest
New York
$1.04M +$1M +136,392 New
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$974K +132,372 New
AAS
49
AdviceOne Advisory Services
Connecticut
$991K +$958K +130,186 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$925K -$125K -17,000 -12%

SWIM Hedge Fund Activity: Q3 2025 in Review

139 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q3 2025, worth a combined $863M — up 18% from $735M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SWIM positions and 20 closed out — a net gain of 11 holders — while 50 added to existing stakes and 36 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $22.9M. The largest seller was Wynnchurch Capital Partners IV, cutting an estimated $40.5M.

  • 139 institutional investors held Latham Group (SWIM) as of Q3 2025, up from 128 in Q2 2025.
  • Funds reported $863M of Latham Group stock for Q3 2025, up 18% quarter-over-quarter.
  • 31 funds opened new Latham Group positions in Q3 2025 and 20 closed out, a net change of +11 holders.
  • The largest Latham Group buyer in Q3 2025 was Citadel Advisors, an estimated $22.9M added.
  • The largest Latham Group seller in Q3 2025 was Wynnchurch Capital Partners IV, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2025.