Westrock Coffee Co (WEST): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Westrock Coffee Co (WEST) following the 2026 Q1 hedge fund 13F filings?

As of today, WEST has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the XLP sector ETF — an outperformance of +4.4%. Since the quarter end (March 31, 2026), WEST gained +105.4% vs +2.1% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Westrock Coffee Co (WEST)

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

Smart Money Signals — WEST

Based on 125 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

125 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.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 48% buying

55 buying59 selling

Last quarter: 59 funds reduced or exited vs 55 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 18 → 24 → 24 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 29% medium ■ 27% new

55 out of 125 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.

➡️

Steady discovery — ~15 new funds/quarter

11 → 18 → 24 → 24 → 15 new funds/Q

New funds entering each quarter: 18 → 24 → 24 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 44% veterans vs 33% newcomers

■ 44% veterans ■ 23% 1-2yr ■ 33% new

Entry-cohort mix of 126 holders: 56 (44%) are 2+ year veterans, 29 entered 1–2 years ago, and 41 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

34 of 125 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	124	123	0.81%
13F Shares	48M	48M	-1.58%
Total Value	$203M	$197M	3.03%
New Positions	14	24	-10
Increased Positions	41	30	+11
Closed Positions	13	26	-13
Reduced Positions	45	53	-8
Total Calls	1	0	100%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

124

123

0.81%

13F Shares

48M

-1.58%

Total Value

$203M

$197M

3.03%

New Positions

-10

Increased Positions

+11

Closed Positions

-13

Reduced Positions

-8

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

124 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	HF Capital, LLC	22.65%	12,749,755	$54.2M
2	Stephens Group, LLC	20.10%	8,110,043	$34.5M
3	Silverleafe Capital Partners, LLC	5.92%	4,716,705	$20.0M
4	NFC Investments, LLC	4.18%	3,529,748	$15.0M
5	Agman Capital LLC	2.84%	838,846	$3.6M
6	Sovereign's Capital Management, LLC	0.49%	156,201	$664K
7	Piedmont Capital Management, LLC/NC	0.43%	151,354	$643K
8	Horrell Capital Management, Inc.	0.31%	161,297	$686K
9	Zazove Associates LLC	0.21%	593,726	$2.4M
10	Lee Danner & Bass Inc	0.08%	283,000	$1.2M
11	Commerce Advisors, LLC	0.06%	15,850	$67K
12	CastleKnight Management LP	0.05%	718,800	$3.1M
13	Arkansas Financial Group, INC.	0.05%	66,126	$331K
14	Inspire Investing, LLC	0.04%	125,038	$531K
15	Brown Brothers Harriman & Co	0.04%	1,876,688	$8.0M
16	Legacy Capital Wealth Partners, LLC	0.03%	36,540	$155K
17	Krilogy Financial LLC	0.03%	166,237	$866K
18	Private Capital Management, LLC	0.03%	60,000	$255K
19	Greenwood Gearhart LLC	0.01%	58,167	$247K
20	Stephens Inc /Ar/	0.01%	248,328	$1.1M
21	Red Door Wealth Management, LLC	0.01%	28,000	$119K
22	Inscription Capital, LLC	0.01%	23,999	$102K
23	Summit Asset Management, LLC	0.01%	13,271	$56K
24	Hexagon Capital Partners LLC	0.01%	11,755	$50K
25	Arvest Bank Trust Division	0.01%	22,635	$96K

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 — 1 quarter in a row: For 1 consecutive quarter, 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 sellers than buyers — 48% buying: Last quarter: 59 funds reduced or exited vs 55 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WEST holders?

Smaller funds dominant — 13% AUM from top-100: 34 of 125 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WEST?

44% of holders stayed for 2+ years: 55 out of 125 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.

Is it too late to buy Westrock Coffee Co (WEST) following the 2026 Q1 hedge fund 13F filings?

As of today, WEST has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the XLP sector ETF — an outperformance of +4.4%. Since the quarter end (March 31, 2026), WEST has gained +105.4% vs +2.1% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-9 vs last Q)

44% of holders stayed for 2+ years

Steady discovery — ~15 new funds/quarter

Veteran-anchored — 44% veterans vs 33% newcomers

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — WEST

Hedge Fund Ownership: WEST

Market Analysis: WEST

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WEST

Is It Too Late to Buy Westrock Coffee Co (WEST) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: WEST

Statistics: WEST

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Westrock Coffee Co (WEST)

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