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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
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$46.1K
OAM
102
OP Asset Management
$45.3K
AIP
103
Ameritas Investment Partners
Nebraska
$29.3K +$7.36K +1,266 +38%
Raymond James Financial
104
Raymond James Financial
Florida
$28.5K +$26K +4,471 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$26.9K +$11.2K +1,921 +84%
SSG
106
Summit Securities Group
New York
$21K +$19.1K +3,289 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$11K +$8.94K +1,539 +606%
AB
108
Amalgamated Bank
New York
$10K
C
109
Covestor
United Kingdom
$7K +$6.15K +1,058 +7,053%
CA
110
CoreCap Advisors
Michigan
$6.38K
GI
111
GAMMA Investing
California
$6.25K -$599 -103 -10%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$2.28K
S
113
SignatureFD
Georgia
$1.81K +$970 +167 +144%
PA
114
Parallel Advisors
California
$1.58K -$570 -98 -28%
SCM
115
Sterling Capital Management
North Carolina
$1.54K -$2.66K -457 -65%
AF
116
Allworth Financial
California
$1.47K +$186 +32 +16%
RIL
117
Rothschild Investment LLC
Illinois
$1.31K +$291 +50 +32%
GK
118
Graney & King
New York
$1.28K
US Bancorp
119
US Bancorp
Minnesota
$1.06K -$34.5K -5,934 -97%
QT
120
Quantbot Technologies
New York
$842 +$767 +132 New
EWA
121
EverSource Wealth Advisors
Alabama
$836 +$721 +124 +1,771%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$721 -$285 -49 -30%
MAS
123
MPWM Advisory Solutions
Georgia
$702
SS
124
SBI Securities
Japan
$447 +$215 +37 +112%
Group One Trading
125
Group One Trading
Illinois
$370 +$337 +58 New

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.