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SM Energy

381 hedge funds and large institutions have $2.93B invested in SM Energy in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 156 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
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
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$95.8K
KBC Group
277
KBC Group
Belgium
$95K
QCG
278
Quadrant Capital Group
Ohio
$93.4K
LWMI
279
Legacy Wealth Management (Idaho)
Idaho
$85.5K
NA
280
NewEdge Advisors
Louisiana
$82.4K
ASN
281
Advisory Services Network
Georgia
$80.1K
S
282
SignatureFD
Georgia
$76.3K
A
283
AlphaQuest
New York
$62.3K
SAM
284
Shell Asset Management
Netherlands
$60K
SOW
285
State of Wyoming
Wyoming
$56.2K
SAM
286
Smartleaf Asset Management
Massachusetts
$52.6K
HCA
287
Harbor Capital Advisors
Illinois
$50K
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$48.3K
VCM
289
Versant Capital Management
Arizona
$44.3K
WANY
290
Wealthspire Advisors (New York)
New York
$43.4K
BAM
291
Byrne Asset Management
New Jersey
$43.1K
PE
292
Point72 Europe
United Kingdom
$40.6K
Nomura Asset Management
293
Nomura Asset Management
Japan
$39K
HFS
294
Hantz Financial Services
Michigan
$36K
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$35.7K
BCWM
296
Bartlett & Co Wealth Management
Ohio
$35K
Jones Financial Companies
297
Jones Financial Companies
Missouri
$33.1K
FFA
298
Farther Finance Advisors
California
$31.5K
JFGIW
299
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.1K
FHC
300
First Horizon Corporation
Tennessee
$29.5K