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Smartbird Inc

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: 5345 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.68M -$39 -6 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.5M
GCP
3
GSA Capital Partners
United Kingdom
$408K +$146K +22,642 +56%
BlackRock
4
BlackRock
New York
$404K +$1.63K +252 +0.4%
SIM
5
Spark Investment Management
New York
$371K +$372K +57,634 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$351K +$3.98K +617 +1%
Millennium Management
7
Millennium Management
New York
$262K -$149K -23,011 -36%
BCM
8
Bridgeway Capital Management
Texas
$153K +$154K +23,831 New
State Street
9
State Street
Massachusetts
$127K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$88.8K +$89K +13,786 New
Invesco
11
Invesco
Georgia
$85.7K -$29.5K -4,567 -26%
AL
12
Arnhold LLC
New York
$84.2K
PP
13
PDT Partners
New York
$76K +$76.2K +11,799 New
Northern Trust
14
Northern Trust
Illinois
$71.8K
CCM
15
Coldstream Capital Management
Washington
$68.8K -$4.02K -623 -6%
PLU
16
Performa Ltd (US)
South Carolina
$65K +$12.3K +1,900 +23%
UBS Group
17
UBS Group
Switzerland
$64.6K -$36.6K -5,670 -36%
Morgan Stanley
18
Morgan Stanley
New York
$36.1K +$8.18K +1,267 +29%
JP Morgan Chase
19
JP Morgan Chase
New York
$24.1K -$16K -2,486 -40%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$18K -$11.3K -1,752 -39%
Osaic Holdings
21
Osaic Holdings
Arizona
$10.3K +$9.62K +1,490 +1,380%
Group One Trading
22
Group One Trading
Illinois
$7.97K -$5.91K -915 -42%
PA
23
Parallel Advisors
California
$7.1K
SS
24
SBI Securities
Japan
$4.66K +$310 +48 +7%
Wells Fargo
25
Wells Fargo
California
$1.8K +$678 +105 +60%

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.