SWK HLDGS CORP COM NEW (SWKH): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SWK HLDGS CORP COM NEW (SWKH)

57 + Investors. Track Smart Money conviction in SWKH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SWKH

Based on 57 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

57 hedge funds hold SWKH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

29 buying28 selling

Last quarter: 29 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 8 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new

30 out of 57 hedge funds have held SWKH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (+16% value, -2% shares)

Value

+15%

-2%

Last quarter: total value of institutional SWKH holdings rose +16% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~9 new funds/quarter

5 → 5 → 8 → 10 → 9 new funds/Q

New funds entering each quarter: 5 → 8 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 12% 1-2yr ■ 25% new

Of 57 current holders: 36 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

18 of 57 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	57	57	-
13F Shares	10M	11M	-2.12%
Total Value	$178M	$154M	15.7%
New Positions	9	10	-1
Increased Positions	20	23	-3
Closed Positions	9	5	+4
Reduced Positions	19	16	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

13F Shares

10M

11M

-2.12%

Total Value

$178M

$154M

15.7%

New Positions

-1

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

57 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SWKH. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 13 institutional holders of SWKH — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	M3F, Inc.	4.20%	995,256	$17K
2	CREDIT INDUSTRIEL ET COMMERCIAL	0.30%	225,000	$3.8M
3	GRACE & WHITE INC /NY	0.06%	18,721	$318K
4	HARBOR CAPITAL ADVISORS, INC.	0.00%	336	—
5	Marquette Asset Management, LLC	0.00%	188	$3K
6	Police & Firemen's Retirement System of New Jersey	0.00%	1,369	$23K
7	Sterling Capital Management LLC	0.00%	101	$2K
8	IFP Advisors, Inc	0.00%	88	$1K
9	True Wealth Design, LLC	0.00%	5	—
10	GAMMA Investing LLC	0.00%	20	—
11	Farther Finance Advisors, LLC	0.00%	12	—
12	NISA INVESTMENT ADVISORS, LLC	0.00%	21	—
13	Root Financial Partners, LLC	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — SWK HLDGS CORP COM NEW (SWKH)

What does the Smart Money Trend signal show for SWKH?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SWKH?

Slight buying edge — 51% buying: Last quarter: 29 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SWKH holders?

Smaller funds dominant — 5% AUM from top-100: 18 of 57 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SWKH?

53% of holders stayed for 2+ years: 30 out of 57 hedge funds have held SWKH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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SWK HLDGS CORP COM NEW (SWKH)

Smart Money Signals — SWKH

No change last quarter

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

Slight buying edge — 51% buying

Steady new buyers — ~9 new funds per quarter

53% of holders stayed for 2+ years

Price up while funds trimmed (+16% value, -2% shares)

Steady discovery — ~9 new funds/quarter

Deep conviction — 63% of holders stayed 2+ years

Smaller funds dominant — 5% AUM from top-100

Hedge Fund Ownership: SWKH

Market Analysis: SWKH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SWKH

Hedge Fund Positioning: SWKH

Statistics: SWKH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SWK HLDGS CORP COM NEW (SWKH)

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