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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
PFBT
126
Parkside Financial Bank & Trust
Missouri
$7 -$430 -74 -99%
Wellington Management Group
127
Wellington Management Group
Massachusetts
-$4.38M -681,564 Closed
KCM
128
Kennedy Capital Management
Missouri
-$3.95M -614,799 Closed
Jacobs Levy Equity Management
129
Jacobs Levy Equity Management
New Jersey
-$2.22M -345,264 Closed
4A
130
4D Advisors
California
-$1.7M -265,000 Closed
Natixis Advisors
131
Natixis Advisors
Massachusetts
-$844K -131,184 Closed
Tudor Investment Corp
132
Tudor Investment Corp
Connecticut
-$387K -60,222 Closed
SC
133
Shay Capital
New York
-$360K -56,000 Closed
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
-$323K -50,236 Closed
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
-$303K -47,202 Closed
SFI
136
Susquehanna Fundamental Investments
Pennsylvania
-$248K -38,597 Closed
CF
137
Corebridge Financial
Texas
-$128K -19,849 Closed
ACM
138
Aquatic Capital Management
Illinois
-$125K -19,510 Closed
BCM
139
Bayesian Capital Management
New York
-$123K -19,142 Closed
Two Sigma Investments
140
Two Sigma Investments
New York
-$114K -17,674 Closed
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
-$99.7K -15,511 Closed
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
-$91.7K -14,261 Closed
SG Americas Securities
143
SG Americas Securities
New York
-$67K -10,384 Closed
Comerica Bank
144
Comerica Bank
Texas
-$2.83K -440 Closed
RA
145
Rise Advisors
New York
-$1.02K -159 Closed
SC
146
Stephens Consulting
Michigan
-$354 -55 Closed
TWD
147
True Wealth Design
Ohio
-$136 -21 Closed
AW
148
Avion Wealth
Texas
+$523 +90 New
Simplex Trading
149
Simplex Trading
Illinois
+$755 +130 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.