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SM Energy

365 hedge funds and large institutions have $2.83B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-34
Holders Change %
-8.52%
% of All Funds
4.89%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
166
Reduced
126
Closed
66
Calls
$41.7M
Puts
$21.1M
Net Calls
+$20.6M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
226
MML Investors Services
Massachusetts
$298K +$25.6K +1,034 +9%
FNA
227
First National Advisers
Nebraska
$297K +$17.5K +708 +6%
RFG
228
Range Financial Group
Oregon
$295K -$325K -13,169 -52%
CC
229
Capital Counsel
New York
$294K
CIM
230
CIM Investment Management
Pennsylvania
$294K +$6.82K +176 +2%
GS
231
GTS Securities
New York
$289K -$200K -8,096 -41%
PTC
232
Petrus Trust Company
Texas
$289K -$469K -18,983 -62%
B
233
Bailard
California
$287K
AIP
234
Ameritas Investment Partners
Nebraska
$286K
SMF
235
Scott Marsh Financial
Utah
$286K +$286K +11,575 New
HF
236
HRT Financial
New York
$285K -$7.32M -297,186 -96%
BCM
237
Bayesian Capital Management
New York
$284K +$284K +11,484 New
VI
238
Vestcor Inc
New Brunswick, Canada
$280K -$877K -35,414 -76%
TYCC
239
Texas Yale Capital Corp
Florida
$276K
A
240
AlphaQuest
New York
$274K -$124K -5,014 -31%
RAM
241
Readystate Asset Management
Illinois
$272K -$121K -4,886 -31%
KAS
242
Kestra Advisory Services
Texas
$268K -$3.88K -157 -1%
EI
243
Ethic Inc
New York
$265K -$689K -27,437 -72%
Fidelity International
244
Fidelity International
Bermuda
$264K -$13.5K -548 -5%
GAM
245
Gotham Asset Management
New York
$248K -$90.8K -3,675 -27%
TRCT
246
Tower Research Capital (TRC)
New York
$235K +$47.1K +1,907 +25%
Los Angeles Capital Management
247
Los Angeles Capital Management
California
$228K -$581K -23,494 -72%
ZIC
248
ZWJ Investment Counsel
Georgia
$227K +$227K +9,184 New
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$226K -$298K -12,095 -57%
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$220K -$39.1K -1,559 -15%