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SM Energy
SM

Overview Fund Activity

399 hedge funds and large institutions have $3.48B invested in SM Energy in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 153 increasing their positions, 140 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-23
Holders Change %
-5.45%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
69
Increased
153
Reduced
140
Closed
85
Calls
$49.6M
Puts
$24M
Net Calls
+$25.6M
Net Calls Change
-$21.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$46M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$44M
3
Invesco
Invesco
Georgia
+$35.3M
4
WHG
Westwood Holdings Group
Texas
+$32.6M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$25.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$160M
2
First Trust Advisors
First Trust Advisors
Illinois
-$31.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$24.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
326
NBC Securities
Alabama
$15K +$15K +517 New
HNB
327
Huntington National Bank
Ohio
$14.6K -$5.09K -170 -26%
RA
328
Rise Advisors
New York
$14.4K +$3.62K +121 +34%
C
329
Covestor
United Kingdom
$14K +$29 +1 +0.2%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$13.1K -$1.53K -51 -10%
Bessemer Group
331
Bessemer Group
New Jersey
$13K +$3.45K +118 +36%
Optiver Holding
332
Optiver Holding
Netherlands
$12.1K +$12.1K +403 New
GKIM
333
GW&K Investment Management
Massachusetts
$12K -$31.6K -1,055 -72%
Barrow, Hanley, Mewhinney & Strauss
334
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.9K +$8.09K +270 +290%
AA
335
Addison Advisors
Vermont
$10.2K +$4.49K +150 +79%
CA
336
Clearstead Advisors
Ohio
$10K -$2.49K -83 -20%
SPIA
337
Steward Partners Investment Advisory
New York
$9.79K +$1.14K +38 +13%
CCMW
338
Cypress Capital Management (Wyoming)
Wyoming
$9.29K – – –
FFO
339
Fortitude Family Office
Arizona
$8.93K – – –
PWA
340
Physician Wealth Advisors
Utah
$7.7K +$7.7K +257 New
BTI
341
Blue Trust Inc
Georgia
$7.01K – – –
W
342
WealthCollab
Washington
$6.74K – – –
Jones Financial Companies
343
Jones Financial Companies
Missouri
$6.41K +$4.94K +168 +336%
PTC
344
Private Trust Company
Ohio
$5.84K – – –
BIA
345
Bell Investment Advisors
California
$5.69K +$839 +28 +17%
PMFA
346
Plante Moran Financial Advisors
Michigan
$5.5K +$5.5K +183 New
AAP
347
Arax Advisory Partners
Colorado
$5.18K +$3.83K +128 +284%
QL
348
Quarry LP
New York
$5K +$779 +26 +18%
PFBT
349
Parkside Financial Bank & Trust
Missouri
$4.97K +$4.13K +138 +493%
SW
350
SVB Wealth
Massachusetts
$4.58K +$4.58K +153 New
12 13
14
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