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SM Energy

374 hedge funds and large institutions have $2.94B invested in SM Energy in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 152 increasing their positions, 122 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
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
$33.8M
Puts
$24.3M
Net Calls
Net Calls Change

Top Buyers

1 +$44.9M
2 +$40.4M
3 +$17.1M
4
Goldman Sachs
Goldman Sachs
New York
+$15.8M
5
Bank of America
Bank of America
North Carolina
+$15.3M

Top Sellers

1 -$28.8M
2 -$24.6M
3 -$12.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$9.04M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
276
Legacy Wealth Management (Idaho)
Idaho
$85.5K
NA
277
NewEdge Advisors
Louisiana
$82.4K
ASN
278
Advisory Services Network
Georgia
$80.1K
S
279
SignatureFD
Georgia
$76.3K
A
280
AlphaQuest
New York
$62.3K
SAM
281
Shell Asset Management
Netherlands
$60K
SOW
282
State of Wyoming
Wyoming
$56.2K
SAM
283
Smartleaf Asset Management
Massachusetts
$52.6K
HCA
284
Harbor Capital Advisors
Illinois
$50K
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$48.3K
VCM
286
Versant Capital Management
Arizona
$44.3K
WANY
287
Wealthspire Advisors (New York)
New York
$43.4K
BAM
288
Byrne Asset Management
New Jersey
$43.1K
PE
289
Point72 Europe
United Kingdom
$40.6K
Nomura Asset Management
290
Nomura Asset Management
Japan
$39K
HFS
291
Hantz Financial Services
Michigan
$36K
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$35.7K
BCWM
293
Bartlett & Co Wealth Management
Ohio
$35K
Jones Financial Companies
294
Jones Financial Companies
Missouri
$33.1K
FFA
295
Farther Finance Advisors
California
$31.5K
JFGIW
296
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.1K
FHC
297
First Horizon Corporation
Tennessee
$29.5K
PA
298
Parallel Advisors
California
$29.4K
ACM
299
Aster Capital Management
United Arab Emirates
$26.6K
CI Investments Inc
300
CI Investments Inc
Ontario, Canada
$26K