SWK Holdings
SWKH
SWKH was delisted on the 2nd of April, 2026.
52 hedge funds and large institutions have $186M invested in SWK Holdings in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 5 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
9% more capital invested
Capital invested by funds: $170M → $186M (+$16M)
0% more funds holding
Funds holding: 52 → 52 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.39% less ownership
Funds ownership: 110.5% → 110.11% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$361K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$312K |
| 3 |
Morgan Stanley
New York
|
+$85.2K |
| 4 |
SOW
State of Wyoming
Cheyenne,
Wyoming
|
+$51.4K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$50.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCA
Greenwood Capital Associates
Greenwood,
South Carolina
|
-$623K |
| 2 |
Charles Schwab
San Francisco,
California
|
-$162K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$140K |
| 4 |
BlackRock
New York
|
-$94.9K |
| 5 |
JP Morgan Chase
New York
|
-$92.4K |
SWKH Hedge Fund Activity: Q1 2025 in Review
52 institutional investors reported a position in SWK Holdings (SWKH) for Q1 2025, worth a combined $186M — up 9.4% from $170M a quarter earlier.
Fund positioning in SWKH was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 16 trimmed.
The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $361K. The largest seller was Greenwood Capital Associates, exiting entirely with an estimated $623K sold.
- 52 institutional investors held SWK Holdings (SWKH) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $186M of SWK Holdings stock for Q1 2025, up 9.4% quarter-over-quarter.
- 5 funds opened new SWK Holdings positions in Q1 2025 and 5 closed out, a net change of 0 holders.
- The largest SWK Holdings buyer in Q1 2025 was Dynamic Advisor Solutions, an estimated $361K added.
- The largest SWK Holdings seller in Q1 2025 was Greenwood Capital Associates, an estimated $623K sold.
Based on aggregated 13F filings for Q1 2025.