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Smartbird Inc
BIRD

43 hedge funds and large institutions have $19.1M invested in Smartbird Inc in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more capital invested

Capital invested by funds: $8.98M → $19.1M (+$10.1M)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

6.97% more ownership

Funds ownership: 25.54% → 32.51% (+7%)

4% less funds holding

Funds holding: 45 → 43 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TGM
Tenzing Global Management
California
+$2.48M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$682K
3
Goldman Sachs
Goldman Sachs
New York
+$95.1K
4
BlackRock
BlackRock
New York
+$87.6K
5
PP
PDT Partners
New York
+$24.8K

Top Sellers

Rank Fund Capital Flow
1
GCP
GSA Capital Partners
United Kingdom
-$244K
2
Millennium Management
Millennium Management
New York
-$96.1K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$88.8K
4
Invesco
Invesco
Georgia
-$85.7K
5
UBS Group
UBS Group
Switzerland
-$31K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$2.54K +$1.67K +239 New
Wells Fargo
27
Wells Fargo
California
$1.91K -$700 -100 -36%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$1.55K – – –
TRCT
29
Tower Research Capital (TRC)
New York
$1.06K +$700 +100 New
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$1.02K +$14 +2 +2%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1K +$70 +10 +13%
Bank of America
32
Bank of America
North Carolina
$978 +$21 +3 +3%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$443 +$287 +41 New
US Bancorp
34
US Bancorp
Minnesota
$425 – – –
SPIA
35
Steward Partners Investment Advisory
New York
$361 – – –
GRP
36
Global Retirement Partners
California
$266 +$175 +25 New
RIL
37
Rothschild Investment LLC
Illinois
$213 – – –
TCOV
38
Trust Company of Vermont
Vermont
$106 – – –
FFA
39
Farther Finance Advisors
California
$53 – – –
MEG
40
Millstone Evans Group
Colorado
$53 – – –
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$32 – – –
NB
42
NBT Bank
New York
$21 – – –
VWM
43
Vermillion Wealth Management
Minnesota
$11 – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$88.8K -13,786 Closed
Invesco
45
Invesco
Georgia
– -$85.7K -13,315 Closed
BCWM
46
Bartlett & Co Wealth Management
Ohio
– -$805 -125 Closed
RA
47
Rise Advisors
New York
– -$489 -76 Closed
CWC
48
Carolinas Wealth Consulting
North Carolina
– -$406 -63 Closed
AF
49
Allworth Financial
California
– -$143 -27 Closed
IRAG
50
Investment Research & Advisory Group
Georgia
– -$97 -15 Closed
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BIRD Hedge Fund Activity: Q2 2025 in Review

43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q2 2025, worth a combined $19.1M — up 112% from $8.98M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BIRD and 7 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Tenzing Global Management, opening a new position worth an estimated $2.48M. The largest seller was GSA Capital Partners, cutting an estimated $244K.

  • 43 institutional investors held Smartbird Inc (BIRD) as of Q2 2025, down from 45 in Q1 2025.
  • Funds reported $19.1M of Smartbird Inc stock for Q2 2025, up 112% quarter-over-quarter.
  • 7 funds opened new Smartbird Inc positions in Q2 2025 and 9 closed out, a net change of -2 holders.
  • The largest Smartbird Inc buyer in Q2 2025 was Tenzing Global Management, an estimated $2.48M added.
  • The largest Smartbird Inc seller in Q2 2025 was GSA Capital Partners, an estimated $244K sold.

Based on aggregated 13F filings for Q2 2025.