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SM Energy

374 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, 152 increasing their positions, 122 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
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
SA
326
Strategic Advocates
Utah
$5.27K
LFG
327
Larson Financial Group
Missouri
$5.12K
MCM
328
MAI Capital Management
Ohio
$5.02K
PWMG
329
Private Wealth Management Group
New Jersey
$4.75K
BIA
330
Bell Investment Advisors
California
$4.52K
VWWMG
331
Vermillion & White Wealth Management Group
Pennsylvania
$4.32K
RIL
332
Rothschild Investment LLC
Illinois
$4.25K
BFS
333
Bare Financial Services
Pennsylvania
$4.24K
SIC
334
SJS Investment Consulting
Ohio
$3.65K
RFP
335
Root Financial Partners
California
$3.62K
RIA
336
Realta Investment Advisors
Delaware
$3.05K
T. Rowe Price Investment Management
337
T. Rowe Price Investment Management
Maryland
$3K
RWM
338
Rialto Wealth Management
New York
$2.57K
OP
339
ORG Partners
Indiana
$2.5K
Mitsubishi UFJ Asset Management
340
Mitsubishi UFJ Asset Management
Japan
$2.45K
TWD
341
True Wealth Design
Ohio
$2K
PFBT
342
Parkside Financial Bank & Trust
Missouri
$2K
CFO
343
CVA Family Office
Colorado
$1.95K
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$1.87K
AF
345
Advisornet Financial
Minnesota
$1.45K
QC
346
Quent Capital
New York
$1.38K
AA
347
Addison Advisors
Vermont
$1.25K
SC
348
SouthState Corp
Florida
$1.2K
AssetMark Inc
349
AssetMark Inc
California
$1.12K
BGAI
350
Bruce G. Allen Investments
Colorado
$1.05K