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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 %
X
251
Xponance
Pennsylvania
$219K +$4.05K +164 +2%
Wealth Enhancement Advisory Services
252
Wealth Enhancement Advisory Services
Minnesota
$216K +$216K +8,341 New
VT
253
Vise Technologies
New York
$213K +$213K +8,602 New
Walleye Trading
254
Walleye Trading
New York
$212K +$212K +8,578 New
ECM
255
Everence Capital Management
Indiana
$205K +$205K +8,290 New
SCM
256
Stonehearth Capital Management
Massachusetts
$204K +$5.71K +231 +3%
MPWS
257
McCarter Private Wealth Services
Massachusetts
$202K -$14.8K -600 -7%
HWM
258
Hohimer Wealth Management
Washington
$202K +$202K +8,176 New
Neuberger Berman Group
259
Neuberger Berman Group
New York
$201K +$201K +8,123 New
OC
260
Oakworth Capital
Alabama
$158K
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$149K +$56.1K +2,268 +60%
WAM
262
Wolverine Asset Management
Illinois
$149K
GI
263
GAMMA Investing
California
$148K +$31.7K +1,282 +27%
SAM
264
Shell Asset Management
Netherlands
$146K -$34.1K -1,378 -19%
DekaBank Deutsche Girozentrale
265
DekaBank Deutsche Girozentrale
Germany
$143K
National Bank of Canada
266
National Bank of Canada
Quebec, Canada
$140K -$54.5K -2,205 -28%
MYIA
267
Mount Yale Investment Advisors
Colorado
$105K +$105K +4,265 New
C
268
Covestor
United Kingdom
$102K +$90.2K +3,660 +767%
ECM
269
EMC Capital Management
Texas
$102K +$102K +4,114 New
CTC
270
Cetera Trust Company
Minnesota
$100K +$32K +1,295 +47%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$96.4K -$32K -1,295 -25%
KBC Group
272
KBC Group
Belgium
$94K -$31.9K -1,285 -25%
LWMI
273
Legacy Wealth Management (Idaho)
Idaho
$81.5K +$16.3K +661 +25%
LIS
274
Legacy Investment Solutions
Idaho
$81.5K +$81.5K +3,300 New
NA
275
NewEdge Advisors
Louisiana
$81K +$692 +28 +0.9%