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Latham Group
SWIM

149 hedge funds and large institutions have $675M invested in Latham Group in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

7% more funds holding

Funds holding: 139 → 149 (+10)

6.26% less ownership

Funds ownership: 97.36% → 91.1% (-6.3%)

22% less capital invested

Capital invested by funds: $863M → $675M (-$189M)

37% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 59

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

70% less call options, than puts

Call options by funds: $54K | Put options by funds: $181K

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
28
Increased
37
Reduced
59
Closed
15
Calls
$54K
Puts
$181K
Net Calls
-$127K
Net Calls Change
-$256K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$32.3M
2
UBS Group
UBS Group
Switzerland
+$6.32M
3
SAM
Silvercrest Asset Management
New York
+$1.62M
4
Jane Street
Jane Street
New York
+$1.52M
5
FG
Formula Growth
Quebec, Canada
+$1.51M

Top Sellers

1
VC
Voss Capital
Texas
-$19.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.09M
3
BCM
Bridgeway Capital Management
Texas
-$4.86M
4
ACA
AYAL Capital Advisors
Ontario, Canada
-$3.85M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$2.9M -$53.2K -7,600 -2%
Victory Capital Management
27
Victory Capital Management
Texas
$2.5M -$1.01M -144,424 -27%
Charles Schwab
28
Charles Schwab
California
$2.44M -$2.17K -311 -0.1%
Northern Trust
29
Northern Trust
Illinois
$2.34M -$191K -27,314 -7%
Jane Street
30
Jane Street
New York
$2.11M +$1.52M +217,077 +187%
ACA
31
AYAL Capital Advisors
Ontario, Canada
$1.91M -$3.85M -550,010 -65%
B
32
BloombergSen
Ontario, Canada
$1.47M -$785K -112,168 -33%
BCM
33
Bridgeway Capital Management
Texas
$1.34M -$4.86M -694,816 -77%
EF
34
Empowered Funds
Pennsylvania
$1.34M -$2.05M -292,516 -58%
CC
35
Congruence Capital
California
$1.28M +$1.41M +201,243 New
AAS
36
AdviceOne Advisory Services
Connecticut
$1.17M +$377K +53,962 +41%
F1I
37
Fund 1 Investments
Puerto Rico
$1.11M -$529K -75,662 -30%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.07M +$1.05M +149,877 +798%
RRA
39
Round Rock Advisors
Connecticut
$1.04M -$457K -65,330 -29%
Millennium Management
40
Millennium Management
New York
$963K +$587K +83,990 +124%
IA
41
IFP Advisors
Florida
$949K -$1.03M -147,112 -50%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$791K +$871K +124,531 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$764K -$8.39K -1,200 -1%
Invesco
44
Invesco
Georgia
$763K -$2.41M -344,852 -74%
American Century Companies
45
American Century Companies
Missouri
$729K -$269K -38,405 -25%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$725K -$224K -32,007 -22%
Polen Capital Management
47
Polen Capital Management
Florida
$714K -$380K -54,301 -33%
Two Sigma Investments
48
Two Sigma Investments
New York
$701K +$773K +110,465 New
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$696K -$803K -114,761 -51%
CCM
50
Cullen Capital Management
New York
$662K +$69K +9,870 +10%
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SWIM Hedge Fund Activity: Q4 2025 in Review

149 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q4 2025, worth a combined $675M — down 22% from $863M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SWIM positions and 15 closed out — a net gain of 13 holders — while 37 added to existing stakes and 59 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $32.3M. The largest seller was Voss Capital, cutting an estimated $19.1M.

  • 149 institutional investors held Latham Group (SWIM) as of Q4 2025, up from 139 in Q3 2025.
  • Funds reported $675M of Latham Group stock for Q4 2025, down 22% quarter-over-quarter.
  • 28 funds opened new Latham Group positions in Q4 2025 and 15 closed out, a net change of +13 holders.
  • The largest Latham Group buyer in Q4 2025 was Wellington Management Group, an estimated $32.3M added.
  • The largest Latham Group seller in Q4 2025 was Voss Capital, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2025.