We are live on ! Find out more
BIRD icon

Smartbird Inc
BIRD

45 hedge funds and large institutions have $8.98M invested in Smartbird Inc in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0.57% less ownership

Funds ownership: 26.11% → 25.54% (-0.57%)

8% less capital invested

Capital invested by funds: $9.81M → $8.98M (-$826K)

15% less funds holding

Funds holding: 53 → 45 (-8)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
45
Holders Change
-8
Holders Change %
-15.09%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
9
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIM
Spark Investment Management
New York
+$372K
2
BCM
Bridgeway Capital Management
Texas
+$154K
3
GCP
GSA Capital Partners
United Kingdom
+$146K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$89K
5
PP
PDT Partners
New York
+$76.2K

Top Sellers

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$296K
2
Millennium Management
Millennium Management
New York
-$149K
3
Two Sigma Investments
Two Sigma Investments
New York
-$111K
4
Jane Street
Jane Street
New York
-$104K
5
Goldman Sachs
Goldman Sachs
New York
-$76.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$940 – – –
BCWM
27
Bartlett & Co Wealth Management
Ohio
$805 +$807 +125 New
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$605 – – –
Bank of America
29
Bank of America
North Carolina
$573 +$284 +44 +98%
RA
30
Rise Advisors
New York
$489 +$491 +76 New
CWC
31
Carolinas Wealth Consulting
North Carolina
$406 – – –
US Bancorp
32
US Bancorp
Minnesota
$258 – – –
SPIA
33
Steward Partners Investment Advisory
New York
$219 +$123 +19 +127%
AF
34
Allworth Financial
California
$143 -$60.3K -9,341 -100%
RIL
35
Rothschild Investment LLC
Illinois
$129 – – –
IRAG
36
Investment Research & Advisory Group
Georgia
$97 – – –
SW
37
SVB Wealth
Massachusetts
$97 +$97 +15 New
IA
38
IFP Advisors
Florida
$64 – – –
TCOV
39
Trust Company of Vermont
Vermont
$64 – – –
FFA
40
Farther Finance Advisors
California
$32 – – –
MEG
41
Millstone Evans Group
Colorado
$32 +$32 +5 New
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$19 – – –
NB
43
NBT Bank
New York
$13 +$13 +2 New
VWM
44
Vermillion Wealth Management
Minnesota
$6 – – –
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
– -$296K -42,521 Closed
Two Sigma Investments
46
Two Sigma Investments
New York
– -$111K -15,881 Closed
Jane Street
47
Jane Street
New York
– -$104K -14,892 Closed
Goldman Sachs
48
Goldman Sachs
New York
– -$76.9K -11,028 Closed
CSS
49
Cubist Systematic Strategies
Connecticut
– -$69.7K -10,000 Closed
PAS
50
Point72 Asia (Singapore)
Singapore
– -$23.9K -3,429 Closed
1
2
3

BIRD Hedge Fund Activity: Q1 2025 in Review

45 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2025, worth a combined $8.98M — down 8.4% from $9.81M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BIRD and 9 opened new positions — a net loss of 8 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was Spark Investment Management, opening a new position worth an estimated $372K. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $296K sold.

  • 45 institutional investors held Smartbird Inc (BIRD) as of Q1 2025, down from 53 in Q4 2024.
  • Funds reported $8.98M of Smartbird Inc stock for Q1 2025, down 8.4% quarter-over-quarter.
  • 9 funds opened new Smartbird Inc positions in Q1 2025 and 17 closed out, a net change of -8 holders.
  • The largest Smartbird Inc buyer in Q1 2025 was Spark Investment Management, an estimated $372K added.
  • The largest Smartbird Inc seller in Q1 2025 was Jacobs Levy Equity Management, an estimated $296K sold.

Based on aggregated 13F filings for Q1 2025.