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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
Simplex Trading
326
Simplex Trading
Illinois
$6K
SPIA
327
Steward Partners Investment Advisory
New York
$5.44K
CA
328
Crewe Advisors
Utah
$5.42K
SA
329
Strategic Advocates
Utah
$5.27K
LFG
330
Larson Financial Group
Missouri
$5.12K
MCM
331
MAI Capital Management
Ohio
$5.02K
PWMG
332
Private Wealth Management Group
New Jersey
$4.75K
BIA
333
Bell Investment Advisors
California
$4.52K
VWWMG
334
Vermillion & White Wealth Management Group
Pennsylvania
$4.32K
RIL
335
Rothschild Investment LLC
Illinois
$4.25K
BFS
336
Bare Financial Services
Pennsylvania
$4.24K
SIC
337
SJS Investment Consulting
Ohio
$3.65K
RFP
338
Root Financial Partners
California
$3.62K
RIA
339
Realta Investment Advisors
Delaware
$3.05K
T. Rowe Price Investment Management
340
T. Rowe Price Investment Management
Maryland
$3K
RWM
341
Rialto Wealth Management
New York
$2.57K
OP
342
ORG Partners
Indiana
$2.5K
Mitsubishi UFJ Asset Management
343
Mitsubishi UFJ Asset Management
Japan
$2.45K
TWD
344
True Wealth Design
Ohio
$2K
PFBT
345
Parkside Financial Bank & Trust
Missouri
$2K
CFO
346
CVA Family Office
Colorado
$1.95K
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$1.87K
AF
348
Advisornet Financial
Minnesota
$1.45K
QC
349
Quent Capital
New York
$1.38K
AA
350
Addison Advisors
Vermont
$1.25K