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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 %
S
276
SignatureFD
Georgia
$77K +$13.8K +560 +22%
SCM
277
Sterling Capital Management
North Carolina
$76.2K +$35.1K +1,422 +86%
CIAM
278
Caitong International Asset Management
Hong Kong
$70.9K +$24K +972 +51%
FAM
279
Flaharty Asset Management
Florida
$61.8K +$24.7K +1,000 +67%
SSG
280
Summit Securities Group
New York
$60.7K +$57.2K +2,316 +1,643%
SAM
281
Smartleaf Asset Management
Massachusetts
$46.8K -$58.5K -2,332 -56%
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$46.6K +$35.9K +1,451 +333%
BAM
283
Byrne Asset Management
New Jersey
$42.6K +$6.23K +252 +17%
CI Investments Inc
284
CI Investments Inc
Ontario, Canada
$39K -$22.9K -923 -37%
Osaic Holdings
285
Osaic Holdings
Arizona
$38.7K -$22.3K -783 -37%
Nomura Asset Management
286
Nomura Asset Management
Japan
$38.5K
HCA
287
Harbor Capital Advisors
Illinois
$36K -$1.1K -45 -3%
EWA
288
EverSource Wealth Advisors
Alabama
$35.3K +$4.84K +196 +16%
BCWM
289
Bartlett & Co Wealth Management
Ohio
$34.6K
FHA
290
First Horizon Advisors
Tennessee
$30.2K -$766 -31 -2%
PA
291
Parallel Advisors
California
$27.1K -$544 -22 -2%
KIM
292
Kestra Investment Management
Texas
$25.3K +$24.4K +981 +2,725%
FFA
293
Farther Finance Advisors
California
$24.5K +$1.98K +80 +9%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$23.4K -$420 -17 -2%
BIG
295
Brooklyn Investment Group
New York
$21.7K -$6.4K -259 -23%
Bessemer Group
296
Bessemer Group
New Jersey
$21K +$10K +407 +91%
UB
297
UMB Bank
Missouri
$19.3K -$2.22K -90 -10%
GWSA
298
Global Wealth Strategies & Associates
Colorado
$19.3K +$173 +7 +0.9%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$15.6K -$9.54K -386 -38%
VCM
300
Versant Capital Management
Arizona
$14.6K +$14.6K +590 New