SM icon

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 %
RIL
326
Rothschild Investment LLC
Illinois
$4.45K +$865 +35 +24%
LFG
327
Larson Financial Group
Missouri
$4.4K +$1.14K +46 +35%
VWWMG
328
Vermillion & White Wealth Management Group
Pennsylvania
$4.28K +$1.71K +69 +66%
Optiver Holding
329
Optiver Holding
Netherlands
$3.86K -$6.1K -247 -61%
GRP
330
Global Retirement Partners
California
$3.81K +$3.81K +154 New
MCM
331
MV Capital Management
Maryland
$3.14K +$3.07K +124 +4,133%
RIA
332
Realta Investment Advisors
Delaware
$3.02K
WSFS
333
Wilmington Savings Fund Society
Delaware
$2.92K
OP
334
ORG Partners
Indiana
$2.6K
Mitsubishi UFJ Asset Management
335
Mitsubishi UFJ Asset Management
Japan
$2.42K
RWM
336
Rialto Wealth Management
New York
$2.08K +$1.68K +68 +425%
AW
337
Avion Wealth
Texas
$2K +$1.13K +48 +130%
PFBT
338
Parkside Financial Bank & Trust
Missouri
$1.98K -$2.13K -86 -52%
CFO
339
CVA Family Office
Colorado
$1.93K +$1.93K +78 New
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$1.85K -$124 -5 -6%
AF
341
Advisornet Financial
Minnesota
$1.43K
SIS
342
Sound Income Strategies
Florida
$1.26K
AA
343
Addison Advisors
Vermont
$1.24K -$7.19K -291 -85%
SC
344
SouthState Corp
Florida
$1.19K +$742 +30 +167%
TWD
345
True Wealth Design
Ohio
$1.16K +$1.09K +44 +1,467%
AssetMark Inc
346
AssetMark Inc
California
$1.09K +$1.09K +44 New
BGAI
347
Bruce G. Allen Investments
Colorado
$1.04K +$470 +19 +83%
PMAM
348
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAL
349
Capital Advisors Ltd
Ohio
$1K +$1K +25 New
AIC
350
Archer Investment Corporation
Indiana
$988 +$494 +20 +100%