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Westrock Coffee

129 hedge funds and large institutions have $173M invested in Westrock Coffee in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

5% more funds holding

Funds holding: 123129 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.91% less ownership

Funds ownership: 39.48%37.57% (-1.9%)

19% less capital invested

Capital invested by funds: $214M → $173M (-$41.3M)

74% less call options, than puts

Call options by funds: $74K | Put options by funds: $281K

Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
41
Reduced
36
Closed
17
Calls
$74K
Puts
$281K
Net Calls
-$207K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Stephens Group
Arkansas
$39.4M
SCP
2
Silverleafe Capital Partners
Tennessee
$23M +$8.77K +1,458 +0%
NI
3
NFC Investments
Tennessee
$19.9M +$492K +81,730 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.5M +$88.4K +14,707 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$14.1M +$2.19M +363,544 +14%
BlackRock
6
BlackRock
New York
$11.7M -$60.9K -10,133 -0.4%
BBHC
7
Brown Brothers Harriman & Co
New York
$9.12M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.35M +$28.3K +4,710 +0.5%
State Street
9
State Street
Massachusetts
$3.65M -$19.5K -3,247 -0.4%
ZA
10
Zazove Associates
Nevada
$3.03M -$506K -84,060 -12%
CM
11
CastleKnight Management
New York
$1.93M +$2.39M +396,980 New
Millennium Management
12
Millennium Management
New York
$1.56M +$76.5K +12,728 +4%
Northern Trust
13
Northern Trust
Illinois
$1.47M +$12.3K +2,042 +0.7%
Charles Schwab
14
Charles Schwab
California
$1.4M -$190K -31,640 -10%
SI
15
Stephens Inc
Arkansas
$1.3M +$30.1K +5,000 +2%
TI
16
Trexquant Investment
Connecticut
$1.29M +$1.14M +189,623 +249%
UBS Group
17
UBS Group
Switzerland
$1.2M +$273K +45,330 +22%
Jane Street
18
Jane Street
New York
$1.18M +$764K +127,032 +109%
DC
19
Davenport & Co
Virginia
$1.18M -$129K -21,500 -8%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.04M -$1.5K -250 -0.1%
PSP
21
Principal Street Partners
Tennessee
$945K -$1.17M -194,347 -50%
SSCM
22
Sovereign's Capital Management
Georgia
$836K -$4.3K -715 -0.4%
CB
23
Cadence Bank
Mississippi
$790K
KF
24
Krilogy Financial
Missouri
$767K -$120K -19,928 -10%
Raymond James Financial
25
Raymond James Financial
Florida
$706K -$34.6K -5,753 -4%

WEST Hedge Fund Activity: Q3 2025 in Review

129 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q3 2025, worth a combined $173M — down 19% from $214M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WEST positions and 17 closed out — a net gain of 7 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was CastleKnight Management, opening a new position worth an estimated $2.39M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $15.3M sold.

  • 129 institutional investors held Westrock Coffee (WEST) as of Q3 2025, up from 123 in Q2 2025.
  • Funds reported $173M of Westrock Coffee stock for Q3 2025, down 19% quarter-over-quarter.
  • 24 funds opened new Westrock Coffee positions in Q3 2025 and 17 closed out, a net change of +7 holders.
  • The largest Westrock Coffee buyer in Q3 2025 was CastleKnight Management, an estimated $2.39M added.
  • The largest Westrock Coffee seller in Q3 2025 was Southeastern Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2025.