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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
BAM
51
Bosun Asset Management
Illinois
$761K -$559K -96,191 -45%
Polen Capital Management
52
Polen Capital Management
Florida
$761K +$693K +119,217 New
CCM
53
Cullen Capital Management
New York
$602K
EM
54
ELCO Management
New York
$589K -$125K -21,552 -19%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$583K +$229K +39,381 +76%
Barclays
56
Barclays
United Kingdom
$552K +$217K +37,309 +76%
N
57
Nuveen
North Carolina
$538K -$73.6K -12,660 -13%
Swiss National Bank
58
Swiss National Bank
Switzerland
$507K
UBS AM
59
UBS AM
Illinois
$466K +$327K +56,308 +336%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$406K +$9.72K +1,672 +3%
AllianceBernstein
61
AllianceBernstein
Tennessee
$380K +$45.9K +7,900 +15%
Franklin Resources
62
Franklin Resources
California
$373K -$145K -24,913 -30%
Calamos Advisors
63
Calamos Advisors
Illinois
$322K -$168K -28,980 -36%
YIH
64
Y-Intercept (HK)
Hong Kong
$308K +$136K +23,452 +94%
AI
65
Atria Investments
North Carolina
$280K +$255K +43,841 New
AQR Capital Management
66
AQR Capital Management
Connecticut
$253K +$60.7K +10,451 +36%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$241K
Squarepoint
68
Squarepoint
New York
$218K -$345K -59,445 -64%
Marshall Wace
69
Marshall Wace
United Kingdom
$201K
GWM
70
Gitterman Wealth Management
New Jersey
$198K +$5.76K +992 +3%
Principal Financial Group
71
Principal Financial Group
Iowa
$194K +$176K +30,356 New
Deutsche Bank
72
Deutsche Bank
Germany
$192K +$33.8K +5,821 +24%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$187K -$30.1K -5,172 -15%
Ameriprise
74
Ameriprise
Minnesota
$180K -$610K -104,967 -79%
IIM
75
INTECH Investment Management
Florida
$161K +$59.9K +10,305 +69%

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.