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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
ACM
301
Aster Capital Management
United Arab Emirates
$26.6K
CI Investments Inc
302
CI Investments Inc
Ontario, Canada
$26K
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$25.3K
UB
304
UMB Bank
Missouri
$23.6K
EWA
305
EverSource Wealth Advisors
Alabama
$21.9K
GRP
306
Global Retirement Partners
California
$21.2K
SO
307
STRS Ohio
Ohio
$20K
GWSA
308
Global Wealth Strategies & Associates
Colorado
$19.6K
AAP
309
Arax Advisory Partners
Colorado
$18.8K
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$17.5K
Federated Hermes
311
Federated Hermes
Pennsylvania
$16.7K
CIAM
312
Caitong International Asset Management
Hong Kong
$16.4K
NS
313
NBC Securities
Alabama
$12.9K
PTC
314
Private Trust Company
Ohio
$12.6K
PWA
315
Physician Wealth Advisors
Utah
$11.8K
RA
316
Rise Advisors
New York
$11.5K
HNB
317
Huntington National Bank
Ohio
$11.2K
Optiver Holding
318
Optiver Holding
Netherlands
$10.6K
SL
319
Salomon & Ludwin
Virginia
$9.49K
Barrow, Hanley, Mewhinney & Strauss
320
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.06K
FFO
321
Fortitude Family Office
Arizona
$8.16K
AF
322
Allworth Financial
California
$7.94K
CI
323
CX Institutional
Indiana
$7K
QL
324
Quarry LP
New York
$6.84K
PS
325
Principal Securities
Iowa
$6.19K