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Westrock Coffee

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: 117123 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Stephens Group
Arkansas
$46.5M
SCP
2
Silverleafe Capital Partners
Tennessee
$27.1M -$6.72K -1,041 -0%
NI
3
NFC Investments
Tennessee
$23M -$255K -39,581 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17M +$121K +18,768 +0.6%
SAM
5
Southeastern Asset Management
Tennessee
$15.3M -$14.3M -2,209,751 -45%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$14.6M -$102K -15,810 -0.6%
BlackRock
7
BlackRock
New York
$13.9M +$583K +90,257 +4%
BBHC
8
Brown Brothers Harriman & Co
New York
$10.8M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.1M +$4.2K +651 +0.1%
State Street
10
State Street
Massachusetts
$4.32M +$192K +29,751 +4%
ZA
11
Zazove Associates
Nevada
$4.06M -$410K -63,470 -8%
PSP
12
Principal Street Partners
Tennessee
$2.23M +$1.25M +194,347 +100%
Charles Schwab
13
Charles Schwab
California
$1.83M +$191K +29,596 +10%
Millennium Management
14
Millennium Management
New York
$1.76M -$394K -61,058 -17%
Northern Trust
15
Northern Trust
Illinois
$1.72M -$54.3K -8,415 -3%
DC
16
Davenport & Co
Virginia
$1.51M +$126K +19,455 +8%
SI
17
Stephens Inc
Arkansas
$1.5M +$110K +17,064 +7%
Morgan Stanley
18
Morgan Stanley
New York
$1.37M +$479K +74,145 +45%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.22M -$381 -59 -0%
UBS Group
20
UBS Group
Switzerland
$1.16M -$773K -119,754 -37%
KF
21
Krilogy Financial
Missouri
$1.15M +$1.29M +200,014 New
SSCM
22
Sovereign's Capital Management
Georgia
$990K +$97.9K +15,168 +10%
CB
23
Cadence Bank
Mississippi
$931K
Raymond James Financial
24
Raymond James Financial
Florida
$865K +$228K +35,365 +31%
Citadel Advisors
25
Citadel Advisors
Florida
$864K +$776K +120,149 +391%

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.