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Westrock Coffee
WEST

123 hedge funds and large institutions have $214M invested in Westrock Coffee in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

5% more funds holding

Funds holding: 117 → 123 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.94% less ownership

Funds ownership: 41.41% → 39.48% (-1.9%)

24% less capital invested

Capital invested by funds: $282M → $214M (-$67.7M)

76% less call options, than puts

Call options by funds: $124K | Put options by funds: $522K

Holders
123
Holders Change
+6
Holders Change %
+5.13%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
40
Reduced
32
Closed
12
Calls
$124K
Puts
$522K
Net Calls
-$398K
Net Calls Change
-$129K

Top Buyers

Rank Fund Capital Flow
1
KF
Krilogy Financial
Missouri
+$1.29M
2
PSP
Principal Street Partners
Tennessee
+$1.25M
3
Citadel Advisors
Citadel Advisors
Florida
+$776K
4
Jane Street
Jane Street
New York
+$752K
5
BlackRock
BlackRock
New York
+$583K

Top Sellers

Rank Fund Capital Flow
1
SAM
Southeastern Asset Management
Tennessee
-$14.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$883K
3
UBS Group
UBS Group
Switzerland
-$773K
4
FHC
Forest Hill Capital
Arkansas
-$505K
5
ZA
Zazove Associates
Nevada
-$410K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$20.4K +$2.48K +384 +12%
AIP
102
Ameritas Investment Partners
Nebraska
$19K – – –
QL
103
Quarry LP
New York
$13.5K +$15.2K +2,351 New
AAP
104
Arax Advisory Partners
Colorado
$12.1K +$13.6K +2,114 New
CA
105
CoreCap Advisors
Michigan
$11.5K +$12.9K +2,000 New
VCM
106
Versant Capital Management
Arizona
$7.72K +$8.7K +1,348 New
AB
107
Amalgamated Bank
New York
$7K – – –
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$5.73K – – –
LFG
109
Larson Financial Group
Missouri
$4.99K -$4.54K -703 -45%
GI
110
GAMMA Investing
California
$3.63K +$1.94K +300 +90%
FFA
111
Farther Finance Advisors
California
$1.54K +$323 +50 +23%
PWA
112
Physician Wealth Advisors
Utah
$1K +$1.13K +175 New
Russell Investments Group
113
Russell Investments Group
United Kingdom
$860 – – –
EP
114
Essential Partners
California
$682 +$768 +119 New
TWD
115
True Wealth Design
Ohio
$533 +$600 +93 New
SCM
116
Sterling Capital Management
North Carolina
$481 +$323 +50 +147%
CA
117
Clearstead Advisors
Ohio
$356 +$400 +62 New
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$344 -$1.33K -206 -77%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$229 -$77 -12 -23%
RIL
120
Rothschild Investment LLC
Illinois
$229 – – –
IA
121
IFP Advisors
Florida
$108 +$123 +19 New
FHC
122
Forest Hill Capital
Arkansas
– -$505K -70,000 Closed
American Century Companies
123
American Century Companies
Missouri
– -$266K -36,844 Closed
NW
124
Naviter Wealth
Arkansas
– -$164K -23,180 Closed
CF
125
Corebridge Financial
Texas
– -$128K -17,683 Closed
2 3 4
5
6

WEST Hedge Fund Activity: Q2 2025 in Review

123 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q2 2025, worth a combined $214M — down 24% from $282M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WEST positions and 12 closed out — a net gain of 7 holders — while 40 added to existing stakes and 32 trimmed.

The largest buyer was Krilogy Financial, opening a new position worth an estimated $1.29M. The largest seller was Southeastern Asset Management, cutting an estimated $14.3M.

  • 123 institutional investors held Westrock Coffee (WEST) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $214M of Westrock Coffee stock for Q2 2025, down 24% quarter-over-quarter.
  • 19 funds opened new Westrock Coffee positions in Q2 2025 and 12 closed out, a net change of +7 holders.
  • The largest Westrock Coffee buyer in Q2 2025 was Krilogy Financial, an estimated $1.29M added.
  • The largest Westrock Coffee seller in Q2 2025 was Southeastern Asset Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2025.