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SM Energy
SM

383 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, 157 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 40

39% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $24.3M

28% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 123

3% more funds holding

Funds holding: 372 → 383 (+11)

1.9% more ownership

Funds ownership: 100.03% → 101.93% (+1.9%)

3% more capital invested

Capital invested by funds: $2.83B → $2.93B (+$90.9M)

Holders
383
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
5.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
56
Increased
157
Reduced
123
Closed
40
Calls
$33.8M
Puts
$24.3M
Net Calls
+$9.49M
Net Calls Change
-$11.2M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$48.5M
2
WP
Woodline Partners
California
+$43.6M
3
Goldman Sachs
Goldman Sachs
New York
+$17M
4
Bank of America
Bank of America
North Carolina
+$16.5M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$13.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$26.6M
3
FGP
Freestone Grove Partners
California
-$13.4M
4
First Trust Advisors
First Trust Advisors
Illinois
-$9.76M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
301
First Horizon Corporation
Tennessee
$29.5K +$31.9K +1,182 New
PA
302
Parallel Advisors
California
$29.4K +$2.19K +81 +7%
LSA
303
Leonteq Securities AG
Switzerland
$28.4K +$7.53K +279 +32%
ACM
304
Aster Capital Management
United Arab Emirates
$26.6K -$311K -11,518 -92%
CI Investments Inc
305
CI Investments Inc
Ontario, Canada
$26K -$13.9K -517 -33%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$25.3K +$1.83K +68 +7%
UB
307
UMB Bank
Missouri
$23.6K +$4.42K +164 +21%
EWA
308
EverSource Wealth Advisors
Alabama
$21.9K -$14.9K -551 -39%
GRP
309
Global Retirement Partners
California
$21.2K +$18.8K +697 +453%
SO
310
STRS Ohio
Ohio
$20K -$502K -18,600 -96%
GWSA
311
Global Wealth Strategies & Associates
Colorado
$19.6K +$189 +7 +0.9%
AAP
312
Arax Advisory Partners
Colorado
$18.8K +$11.2K +417 +124%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$17.5K +$1.89K +70 +11%
Federated Hermes
314
Federated Hermes
Pennsylvania
$16.7K +$5.64K +209 +45%
CIAM
315
Caitong International Asset Management
Hong Kong
$16.4K -$59.7K -2,214 -77%
NS
316
NBC Securities
Alabama
$12.9K – – –
PTC
317
Private Trust Company
Ohio
$12.6K +$8.31K +308 +158%
PWA
318
Physician Wealth Advisors
Utah
$11.8K +$4.91K +182 +62%
RA
319
Rise Advisors
New York
$11.5K +$1.11K +41 +10%
HNB
320
Huntington National Bank
Ohio
$11.2K -$216 -8 -2%
Optiver Holding
321
Optiver Holding
Netherlands
$10.6K +$7.2K +267 +171%
SL
322
Salomon & Ludwin
Virginia
$9.49K +$9.9K +367 New
Barrow, Hanley, Mewhinney & Strauss
323
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.06K – – –
FFO
324
Fortitude Family Office
Arizona
$8.16K – – –
AF
325
Allworth Financial
California
$7.94K +$1.83K +68 +27%
11 12
13
14 15

SM Hedge Fund Activity: Q3 2025 in Review

383 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q3 2025, worth a combined $2.93B — up 3.2% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SM positions and 40 closed out — a net gain of 16 holders — while 157 added to existing stakes and 123 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $48.5M. The largest seller was Citadel Advisors, cutting an estimated $31.1M.

  • 383 institutional investors held SM Energy (SM) as of Q3 2025, up from 372 in Q2 2025.
  • Funds reported $2.93B of SM Energy stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 56 funds opened new SM Energy positions in Q3 2025 and 40 closed out, a net change of +16 holders.
  • The largest SM Energy buyer in Q3 2025 was Point72 Asset Management, an estimated $48.5M added.
  • The largest SM Energy seller in Q3 2025 was Citadel Advisors, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2025.