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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
PA
301
Parallel Advisors
California
$29.4K
LSA
302
Leonteq Securities AG
Switzerland
$28.4K
ACM
303
Aster Capital Management
United Arab Emirates
$26.6K
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$26K
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$25.3K
UB
306
UMB Bank
Missouri
$23.6K
EWA
307
EverSource Wealth Advisors
Alabama
$21.9K
GRP
308
Global Retirement Partners
California
$21.2K
SO
309
STRS Ohio
Ohio
$20K
GWSA
310
Global Wealth Strategies & Associates
Colorado
$19.6K
AAP
311
Arax Advisory Partners
Colorado
$18.8K
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$17.5K
Federated Hermes
313
Federated Hermes
Pennsylvania
$16.7K
CIAM
314
Caitong International Asset Management
Hong Kong
$16.4K
NS
315
NBC Securities
Alabama
$12.9K
PTC
316
Private Trust Company
Ohio
$12.6K
PWA
317
Physician Wealth Advisors
Utah
$11.8K
RA
318
Rise Advisors
New York
$11.5K
HNB
319
Huntington National Bank
Ohio
$11.2K
Optiver Holding
320
Optiver Holding
Netherlands
$10.6K
SL
321
Salomon & Ludwin
Virginia
$9.49K
Barrow, Hanley, Mewhinney & Strauss
322
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.06K
FFO
323
Fortitude Family Office
Arizona
$8.16K
AF
324
Allworth Financial
California
$7.94K
CI
325
CX Institutional
Indiana
$7K