Westrock Coffee Co (WEST) Hedge Fund Ownership (Q2 2026)

Westrock Coffee Co (WEST)

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

Smart Money Signals — WEST

Based on 145 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added WEST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

145 hedge funds hold WEST 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.

🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q

+26 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 69% buying

96 buying43 selling

Last quarter: 96 funds were net buyers (37 opened a brand new position + 59 added to an existing one). Only 43 were sellers (25 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter

Funds opening a new WEST position: 24 → 24 → 15 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 26% medium ■ 33% new

59 out of 145 hedge funds have held WEST 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.

💰

Value +91% but shares only +1% — price-driven

Value

+91%

+0%

Last quarter: the total dollar value of institutional holdings rose +91%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~37 new funds/quarter

18 → 24 → 24 → 15 → 37 new funds/Q

New funds entering each quarter: 24 → 24 → 15 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 42% veterans vs 37% newcomers

■ 42% veterans ■ 21% 1-2yr ■ 37% new

Entry-cohort mix of 146 holders: 62 (42%) are 2+ year veterans, 30 entered 1–2 years ago, and 54 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds

35 of 142 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	141	126	11.9%
13F Shares	49M	48M	0.85%
Total Value	$392M	$205M	91.13%
New Positions	37	15	+22
Increased Positions	58	41	+17
Closed Positions	19	12	+7
Reduced Positions	24	45	-21
Total Calls	1	1	-
Total Puts	3	0	100%
PUT/CALL Ratio	3.0	0.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

141

126

11.9%

13F Shares

49M

48M

0.85%

Total Value

$392M

$205M

91.13%

New Positions

+22

Increased Positions

+17

Closed Positions

Reduced Positions

-21

Total Calls

Total Puts

100%

PUT/CALL Ratio

3.0

0.0

Bearish

Institutional Holders (2026 Q2)

141 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WEST holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	HF Capital, LLC	34.85%	12,749,755	$103.4M
2	Stephens Group, LLC	28.88%	7,347,871	$59.6M
3	Agman Capital LLC	4.29%	838,846	$6.8M
4	NFC Investments, LLC	4.26%	2,066,711	$16.8M
5	Silverleafe Capital Partners, LLC	2.14%	968,217	$7.9M
6	Sovereign's Capital Management, LLC	0.84%	154,500	$1.3M
7	Piedmont Capital Management, LLC/NC	0.68%	137,488	$1.1M
8	Horrell Capital Management, Inc.	0.59%	158,514	$1.3M
9	Zazove Associates LLC	0.30%	450,508	$3.7M
10	Arkansas Financial Group, INC.	0.13%	127,483	$1.0M
11	Lee Danner & Bass Inc	0.13%	283,000	$2.3M
12	Brown Brothers Harriman & Co	0.07%	1,876,688	$15.2M
13	Legacy Capital Wealth Partners, LLC	0.05%	34,500	$280K
14	Algert Global LLC	0.03%	347,241	$2.8M
15	Inspire Investing, LLC	0.03%	84,680	$687K
16	Fox Run Management, L.L.C.	0.03%	20,648	$167K
17	Stephens Inc /Ar/	0.02%	242,588	$2.0M
18	Greenwood Gearhart LLC	0.02%	58,167	$472K
19	Inscription Capital, LLC	0.02%	22,435	$182K
20	Red Door Wealth Management, LLC	0.01%	17,000	$138K
21	Boothbay Fund Management, LLC	0.01%	113,400	$920K
22	Trexquant Investment LP	0.01%	250,482	$2.0M
23	Summit Asset Management, LLC	0.01%	10,750	$87K
24	Two Sigma Securities, LLC	0.01%	15,423	$125K
25	Aquatic Capital Management LLC	0.01%	37,848	$307K

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 — Westrock Coffee Co (WEST)

What does the Smart Money Trend signal show for WEST?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WEST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WEST?

More buyers than sellers — 69% buying: Last quarter: 96 funds were net buyers (37 opened a brand new position + 59 added to an existing one). Only 43 were sellers (25 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WEST holders?

Strong quality — 27% AUM from major funds: 35 of 142 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WEST?

41% of holders stayed for 2+ years: 59 out of 145 hedge funds have held WEST 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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Westrock Coffee Co (WEST)

Smart Money Signals — WEST

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

More buyers than sellers — 69% buying

More new buyers each quarter (+22 vs last Q)

41% of holders stayed for 2+ years

Value +91% but shares only +1% — price-driven

Steady discovery — ~37 new funds/quarter

Veteran-anchored — 42% veterans vs 37% newcomers

Strong quality — 27% AUM from major funds

Institutional Sentiment Summary — WEST

Hedge Fund Ownership: WEST

Market Analysis: WEST

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WEST

Hedge Fund Positioning: WEST

Statistics: WEST

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Westrock Coffee Co (WEST)

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