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SM Energy

381 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, 156 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
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
Name Holding Trade Value Shares
Change
Change in
Stake
QL
326
Quarry LP
New York
$6.84K
PS
327
Principal Securities
Iowa
$6.19K
Simplex Trading
328
Simplex Trading
Illinois
$6K
SPIA
329
Steward Partners Investment Advisory
New York
$5.44K
CA
330
Crewe Advisors
Utah
$5.42K
SA
331
Strategic Advocates
Utah
$5.27K
LFG
332
Larson Financial Group
Missouri
$5.12K
MCM
333
MAI Capital Management
Ohio
$5.02K
PWMG
334
Private Wealth Management Group
New Jersey
$4.75K
BIA
335
Bell Investment Advisors
California
$4.52K
VWWMG
336
Vermillion & White Wealth Management Group
Pennsylvania
$4.32K
RIL
337
Rothschild Investment LLC
Illinois
$4.25K
BFS
338
Bare Financial Services
Pennsylvania
$4.24K
SIC
339
SJS Investment Consulting
Ohio
$3.65K
RFP
340
Root Financial Partners
California
$3.62K
MCM
341
MV Capital Management
Maryland
$3.17K
RIA
342
Realta Investment Advisors
Delaware
$3.05K
T. Rowe Price Investment Management
343
T. Rowe Price Investment Management
Maryland
$3K
RWM
344
Rialto Wealth Management
New York
$2.57K
OP
345
ORG Partners
Indiana
$2.5K
Mitsubishi UFJ Asset Management
346
Mitsubishi UFJ Asset Management
Japan
$2.45K
TWD
347
True Wealth Design
Ohio
$2K
PFBT
348
Parkside Financial Bank & Trust
Missouri
$2K
CFO
349
CVA Family Office
Colorado
$1.95K
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$1.87K