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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 %
KWM
301
Kiker Wealth Management
Georgia
$12.9K -$972K -39,324 -99%
NS
302
NBC Securities
Alabama
$12K
Federated Hermes
303
Federated Hermes
Pennsylvania
$11.4K -$7.38M -298,463 -100%
HNB
304
Huntington National Bank
Ohio
$11.3K -$741 -30 -6%
BIA
305
Bell Investment Advisors
California
$11.1K +$6.38K +258 +136%
HFS
306
Hantz Financial Services
Michigan
$11K +$9.15K +371 +495%
RA
307
Rise Advisors
New York
$10.4K -$1.51K -61 -13%
Barrow, Hanley, Mewhinney & Strauss
308
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.97K
AAP
309
Arax Advisory Partners
Colorado
$8.28K +$4K +162 +94%
CA
310
Clearstead Advisors
Ohio
$8.25K
FFO
311
Fortitude Family Office
Arizona
$8.08K +$717 +29 +10%
CCMW
312
Cypress Capital Management (Wyoming)
Wyoming
$7.66K
SO
313
Sierra Ocean
California
$7.59K +$5.76K +233 +315%
MCM
314
MAI Capital Management
Ohio
$7.36K +$7.36K +298 New
Jones Financial Companies
315
Jones Financial Companies
Missouri
$7.23K +$1.76K +70 +32%
PWA
316
Physician Wealth Advisors
Utah
$7.22K +$865 +35 +14%
CI
317
CX Institutional
Indiana
$7K -$103K -4,055 -94%
AF
318
Allworth Financial
California
$6.18K +$3.56K +144 +136%
SPIA
319
Steward Partners Investment Advisory
New York
$6.08K -$2K -81 -25%
HFS
320
Hughes Financial Services
Virginia
$5.47K +$5.01K +187 +1,100%
PS
321
Principal Securities
Iowa
$5.44K -$166K -6,731 -97%
TPWA
322
Twin Peaks Wealth Advisors
California
$5.42K +$5.42K +201 New
BFS
323
Bare Financial Services
Pennsylvania
$5.26K +$3.93K +159 +294%
PTC
324
Private Trust Company
Ohio
$4.82K
PWMG
325
Private Wealth Management Group
New Jersey
$4.7K +$4.15K +168 +764%