We are live on ! Find out more
BIRD icon

Smartbird Inc
BIRD

39 hedge funds and large institutions have $6.07M invested in Smartbird Inc in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% more ownership

Funds ownership: 25.84% → 26.11% (+0.27%)

13% less funds holding

Funds holding: 45 → 39 (-6)

26% less capital invested

Capital invested by funds: $8.21M → $6.07M (-$2.14M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
39
Holders Change
-6
Holders Change %
-13.33%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$220K
2
Jane Street
Jane Street
New York
+$75.1K
3
BCM
Bridgeway Capital Management
Texas
+$62.9K
4
PLU
Performa Ltd (US)
South Carolina
+$29.7K
5
Northern Trust
Northern Trust
Illinois
+$22.7K

Top Sellers

Rank Fund Capital Flow
1
PP
PDT Partners
New York
-$87K
2
GCP
GSA Capital Partners
United Kingdom
-$57K
3
Goldman Sachs
Goldman Sachs
New York
-$38.5K
4
FF
Finley Financial
Nevada
-$28.4K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$19K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$308 – – –
Bank of America
27
Bank of America
North Carolina
$205 +$34 +6 +14%
US Bancorp
28
US Bancorp
Minnesota
$164 – – –
RIL
29
Rothschild Investment LLC
Illinois
$82 – – –
JP Morgan Chase
30
JP Morgan Chase
New York
$62 -$7.88K -1,391 -99%
AIP
31
Alexis Investment Partners
Texas
$41 – – –
TCOV
32
Trust Company of Vermont
Vermont
$41 – – –
MEG
33
Millstone Evans Group
Colorado
$21 – – –
TPBG
34
Turning Point Benefit Group
Maryland
$20 – – –
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$12 – – –
NB
36
NBT Bank
New York
$8 -$11 -2 -33%
VWM
37
Vermillion Wealth Management
Minnesota
$4 – – –
Citigroup
38
Citigroup
New York
$4 +$6 +1 New
PP
39
PDT Partners
New York
– -$87K -15,344 Closed
GCP
40
GSA Capital Partners
United Kingdom
– -$57K -10,064 Closed
FF
41
Finley Financial
Nevada
– -$28.4K -5,000 Closed
FFWM
42
Future Financial Wealth Management
Ohio
– -$2.83K -500 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– -$2.05K -361 Closed
CWM
44
Crowley Wealth Management
Delaware
– -$153 -27 Closed
SPIA
45
Steward Partners Investment Advisory
New York
– -$108 -19 Closed
FFA
46
Farther Finance Advisors
California
– -$28 -5 Closed
IA
47
IFP Advisors
Florida
– -$28 -5 Closed
1
2

BIRD Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q4 2025, worth a combined $6.07M — down 26% from $8.21M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BIRD and 3 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $220K. The largest seller was PDT Partners, exiting entirely with an estimated $87K sold.

  • 39 institutional investors held Smartbird Inc (BIRD) as of Q4 2025, down from 45 in Q3 2025.
  • Funds reported $6.07M of Smartbird Inc stock for Q4 2025, down 26% quarter-over-quarter.
  • 3 funds opened new Smartbird Inc positions in Q4 2025 and 9 closed out, a net change of -6 holders.
  • The largest Smartbird Inc buyer in Q4 2025 was Citadel Advisors, an estimated $220K added.
  • The largest Smartbird Inc seller in Q4 2025 was PDT Partners, an estimated $87K sold.

Based on aggregated 13F filings for Q4 2025.