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SM Energy

377 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, 154 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
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
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$95.8K
QCG
277
Quadrant Capital Group
Ohio
$93.4K
LWMI
278
Legacy Wealth Management (Idaho)
Idaho
$85.5K
NA
279
NewEdge Advisors
Louisiana
$82.4K
ASN
280
Advisory Services Network
Georgia
$80.1K
S
281
SignatureFD
Georgia
$76.3K
A
282
AlphaQuest
New York
$62.3K
SAM
283
Shell Asset Management
Netherlands
$60K
SOW
284
State of Wyoming
Wyoming
$56.2K
SAM
285
Smartleaf Asset Management
Massachusetts
$52.6K
HCA
286
Harbor Capital Advisors
Illinois
$50K
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$48.3K
VCM
288
Versant Capital Management
Arizona
$44.3K
WANY
289
Wealthspire Advisors (New York)
New York
$43.4K
BAM
290
Byrne Asset Management
New Jersey
$43.1K
PE
291
Point72 Europe
United Kingdom
$40.6K
Nomura Asset Management
292
Nomura Asset Management
Japan
$39K
HFS
293
Hantz Financial Services
Michigan
$36K
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$35.7K
BCWM
295
Bartlett & Co Wealth Management
Ohio
$35K
Jones Financial Companies
296
Jones Financial Companies
Missouri
$33.1K
FFA
297
Farther Finance Advisors
California
$31.5K
JFGIW
298
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.1K
FHC
299
First Horizon Corporation
Tennessee
$29.5K
PA
300
Parallel Advisors
California
$29.4K