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SM Energy

368 hedge funds and large institutions have $2.84B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 168 increasing their positions, 126 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $3.48B → $2.84B (-$641M)

41% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 66

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.7M
Puts
$21.1M
Net Calls
Net Calls Change

Top Sellers

1 -$46.7M
2 -$29.7M
3 -$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.1M
5
Millennium Management
Millennium Management
New York
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
251
ZWJ Investment Counsel
Georgia
$227K
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$226K
Schroder Investment Management Group
253
Schroder Investment Management Group
United Kingdom
$220K
X
254
Xponance
Pennsylvania
$219K
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$216K
VT
256
Vise Technologies
New York
$213K
Walleye Trading
257
Walleye Trading
New York
$212K
ECM
258
Everence Capital Management
Indiana
$205K
SCM
259
Stonehearth Capital Management
Massachusetts
$204K
MPWS
260
McCarter Private Wealth Services
Massachusetts
$202K
HWM
261
Hohimer Wealth Management
Washington
$202K
Neuberger Berman Group
262
Neuberger Berman Group
New York
$201K
OC
263
Oakworth Capital
Alabama
$158K
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$149K
WAM
265
Wolverine Asset Management
Illinois
$149K
GI
266
GAMMA Investing
California
$148K
SAM
267
Shell Asset Management
Netherlands
$146K
DekaBank Deutsche Girozentrale
268
DekaBank Deutsche Girozentrale
Germany
$143K
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$140K
MYIA
270
Mount Yale Investment Advisors
Colorado
$105K
C
271
Covestor
United Kingdom
$102K
ECM
272
EMC Capital Management
Texas
$102K
CTC
273
Cetera Trust Company
Minnesota
$100K
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$96.4K
KBC Group
275
KBC Group
Belgium
$94K