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SWK Holdings
SWKH

Overview Fund Activity

52 hedge funds and large institutions have $156M invested in SWK Holdings in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
18
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.1M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$267K
3
BlackRock
3
BlackRock
New York
$2.13M
4
Millennium Management
4
Millennium Management
New York
$431K
5
GCP
5
GSA Capital Partners
United Kingdom
$186K

Top Sellers

1
MI
1
M3F Inc
Utah
$10.3M
2
CC
2
Cannell Capital
Wyoming
$4.64M
3
Victory Capital Management
3
Victory Capital Management
Texas
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.96M
5
Morgan Stanley
5
Morgan Stanley
New York
$426K
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Carlson Capital
Texas
$125M 8,493,088 – –
MI
2
M3F Inc
Utah
$10.3M 698,428 -93,305 -12%
CC
3
Cannell Capital
Wyoming
$4.64M 314,619 -40,140 -11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.96M 201,058 -32,141 -14%
BlackRock
5
BlackRock
New York
$2.13M 144,512 +15,672 +12%
BCM
6
Bridgeway Capital Management
Texas
$1.68M 114,277 +3,263 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.11M 75,316 -959 -1%
Raymond James Financial
8
Raymond James Financial
Florida
$1.1M 74,657 +55,874 +297%
EF
9
Empowered Funds
Pennsylvania
$841K 57,072 +3,263 +6%
State Street
10
State Street
Massachusetts
$732K 49,657 +1,400 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$717K 48,597 +2,128 +5%
RC
12
Rangeley Capital
Connecticut
$604K 41,000 -2,662 -6%
Renaissance Technologies
13
Renaissance Technologies
New York
$548K 37,200 +9,100 +32%
Northern Trust
14
Northern Trust
Illinois
$492K 33,383 -1,138 -3%
Millennium Management
15
Millennium Management
New York
$431K 29,272 +14,161 +94%
Morgan Stanley
16
Morgan Stanley
New York
$426K 28,882 -23,954 -45%
DAS
17
Dynamic Advisor Solutions
Arizona
$332K 22,532 +805 +4%
GWI
18
Grace & White Inc
New York
$276K 18,721 – –
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$267K 18,177 +18,177 New
GCP
20
GSA Capital Partners
United Kingdom
$186K 12,637 +12,637 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$185K 12,554 -18 -0.1%
Citadel Advisors
22
Citadel Advisors
Florida
$164K 11,102 +11,102 New
SOW
23
State of Wyoming
Wyoming
$87K 5,903 -4,569 -44%
Bank of America
24
Bank of America
North Carolina
$82.5K 5,595 +1,649 +42%
Barclays
25
Barclays
United Kingdom
$79K 5,407 +2,116 +64%
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