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Smartbird Inc
BIRD

45 hedge funds and large institutions have $8.21M invested in Smartbird Inc in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 43 → 45 (+2)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

6.67% less ownership

Funds ownership: 32.51% → 25.84% (-6.7%)

57% less capital invested

Capital invested by funds: $19.1M → $8.21M (-$10.8M)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$113K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$94.3K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$86K
4
FF
Finley Financial
Nevada
+$41.1K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$34.2K

Top Sellers

Rank Fund Capital Flow
1
TGM
Tenzing Global Management
California
-$3.76M
2
Millennium Management
Millennium Management
New York
-$287K
3
GCP
GSA Capital Partners
United Kingdom
-$152K
4
Osaic Holdings
Osaic Holdings
Arizona
-$12.3K
5
Morgan Stanley
Morgan Stanley
New York
-$4.07K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
26
Future Financial Wealth Management
Ohio
$2.83K – – –
TRCT
27
Tower Research Capital (TRC)
New York
$2.05K +$2.15K +261 +261%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$827 – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$638 -$12.3K -1,500 -93%
Wells Fargo
30
Wells Fargo
California
$425 -$864 -105 -58%
Bank of America
31
Bank of America
North Carolina
$249 -$395 -48 -52%
US Bancorp
32
US Bancorp
Minnesota
$227 – – –
CWM
33
Crowley Wealth Management
Delaware
$153 +$222 +27 New
RIL
34
Rothschild Investment LLC
Illinois
$113 – – –
SPIA
35
Steward Partners Investment Advisory
New York
$108 -$123 -15 -44%
TCOV
36
Trust Company of Vermont
Vermont
$57 – – –
AIP
37
Alexis Investment Partners
Texas
$57 +$82 +10 New
FFA
38
Farther Finance Advisors
California
$28 – – –
MEG
39
Millstone Evans Group
Colorado
$28 – – –
IA
40
IFP Advisors
Florida
$28 +$41 +5 New
TPBG
41
Turning Point Benefit Group
Maryland
$28 +$41 +5 New
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$17 – – –
NB
43
NBT Bank
New York
$11 +$33 +4 +200%
VWM
44
Vermillion Wealth Management
Minnesota
$6 – – –
TGM
45
Tenzing Global Management
California
– -$3.76M -353,919 Closed
Millennium Management
46
Millennium Management
New York
– -$287K -26,985 Closed
Raymond James Financial
47
Raymond James Financial
Florida
– -$2.54K -239 Closed
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
– -$443 -41 Closed
GRP
49
Global Retirement Partners
California
– -$266 -25 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
– -$82 -10 -12%
1
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BIRD Hedge Fund Activity: Q3 2025 in Review

45 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q3 2025, worth a combined $8.21M — down 57% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BIRD positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $113K. The largest seller was Tenzing Global Management, exiting entirely with an estimated $3.76M sold.

  • 45 institutional investors held Smartbird Inc (BIRD) as of Q3 2025, up from 43 in Q2 2025.
  • Funds reported $8.21M of Smartbird Inc stock for Q3 2025, down 57% quarter-over-quarter.
  • 7 funds opened new Smartbird Inc positions in Q3 2025 and 5 closed out, a net change of +2 holders.
  • The largest Smartbird Inc buyer in Q3 2025 was Goldman Sachs, an estimated $113K added.
  • The largest Smartbird Inc seller in Q3 2025 was Tenzing Global Management, an estimated $3.76M sold.

Based on aggregated 13F filings for Q3 2025.