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Westrock Coffee

117 hedge funds and large institutions have $282M invested in Westrock Coffee in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $251M → $282M (+$30.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.09% less ownership

Funds ownership: 41.51%41.41% (-0.09%)

3% less funds holding

Funds holding: 120117 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

45% less call options, than puts

Call options by funds: $326K | Put options by funds: $595K

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
41
Reduced
30
Closed
14
Calls
$326K
Puts
$595K
Net Calls
-$269K
Net Calls Change
+$355K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Stephens Group
Arkansas
$58.6M
SAM
2
Southeastern Asset Management
Tennessee
$35.2M
SCP
3
Silverleafe Capital Partners
Tennessee
$34.1M -$24.4K -3,730 -0.1%
NI
4
NFC Investments
Tennessee
$29.2M
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.3M +$902K +137,646 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$18.5M +$856K +130,579 +5%
BlackRock
7
BlackRock
New York
$16.8M +$220K +33,522 +1%
BBHC
8
Brown Brothers Harriman & Co
New York
$13.5M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.42M +$314K +47,958 +6%
ZA
10
Zazove Associates
Nevada
$5.57M -$666K -101,574 -12%
State Street
11
State Street
Massachusetts
$5.23M +$219K +33,480 +5%
Millennium Management
12
Millennium Management
New York
$2.66M -$1.45M -220,838 -37%
UBS Group
13
UBS Group
Switzerland
$2.32M -$153K -23,374 -7%
Northern Trust
14
Northern Trust
Illinois
$2.23M +$52.2K +7,966 +3%
Charles Schwab
15
Charles Schwab
California
$2.1M +$37K +5,653 +2%
SI
16
Stephens Inc
Arkansas
$1.77M +$59K +9,000 +4%
DC
17
Davenport & Co
Virginia
$1.77M +$38K +5,795 +2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.56M +$891K +135,912 +171%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.54M
PSP
20
Principal Street Partners
Tennessee
$1.4M
Morgan Stanley
21
Morgan Stanley
New York
$1.18M -$380K -58,008 -26%
CB
22
Cadence Bank
Mississippi
$1.17M
SSCM
23
Sovereign's Capital Management
Georgia
$1.14M +$558K +85,133 +118%
Goldman Sachs
24
Goldman Sachs
New York
$839K -$329K -50,263 -30%
HCM
25
Horrell Capital Management
Arkansas
$836K +$1.13K +173 +0.1%

WEST Hedge Fund Activity: Q1 2025 in Review

117 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q1 2025, worth a combined $282M — up 12% from $251M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WEST and 11 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 41 added.

The largest buyer was Vanguard Group, adding an estimated $902K. The largest seller was Millennium Management, cutting an estimated $1.45M.

  • 117 institutional investors held Westrock Coffee (WEST) as of Q1 2025, down from 120 in Q4 2024.
  • Funds reported $282M of Westrock Coffee stock for Q1 2025, up 12% quarter-over-quarter.
  • 11 funds opened new Westrock Coffee positions in Q1 2025 and 14 closed out, a net change of -3 holders.
  • The largest Westrock Coffee buyer in Q1 2025 was Vanguard Group, an estimated $902K added.
  • The largest Westrock Coffee seller in Q1 2025 was Millennium Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2025.