SWKH icon

SWK Holdings

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, 10 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 34

Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$751K
2 +$267K
3 +$186K
4
Citadel Advisors
Citadel Advisors
Florida
+$164K
5
Millennium Management
Millennium Management
New York
+$150K

Top Sellers

1 -$32.8M
2 -$4.43M
3 -$1.96M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.37M
5
Morgan Stanley
Morgan Stanley
New York
-$557K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$70K
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$55.6K
Russell Investments Group
28
Russell Investments Group
United Kingdom
$40.7K
UBS Group
29
UBS Group
Switzerland
$34K
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$31.4K
Wells Fargo
31
Wells Fargo
California
$28.8K
Mirae Asset Global ETFs Holdings
32
Mirae Asset Global ETFs Holdings
Hong Kong
$28.4K
TRCT
33
Tower Research Capital (TRC)
New York
$24.9K
PFSRSONJ
34
Police & Firemen's Retirement System of New Jersey
New Jersey
$20.2K
UIC
35
Uniplan Investment Counsel
Wisconsin
$17.9K
Citigroup
36
Citigroup
New York
$16.6K
Nisa Investment Advisors
37
Nisa Investment Advisors
Missouri
$14.7K
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$8.31K
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$7K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$6.62K
NA
41
NewEdge Advisors
Louisiana
$4.66K
Legal & General Group
42
Legal & General Group
United Kingdom
$4.64K
AIP
43
Ameritas Investment Partners
Nebraska
$3.94K
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$3.52K
HCA
45
Harbor Capital Advisors
Illinois
$3K
AB
46
Amalgamated Bank
New York
$2K
SCM
47
Sterling Capital Management
North Carolina
$1.64K
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$781
IA
49
IFP Advisors
Florida
$516
EWA
50
EverSource Wealth Advisors
Alabama
$310