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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
AW
351
Avion Wealth
Texas
$1K
CAL
352
Capital Advisors Ltd
Ohio
$1K
PMAM
353
Picton Mahoney Asset Management
Ontario, Canada
$1K
AIC
354
Archer Investment Corporation
Indiana
$999
CT
355
Clearstead Trust
Maine
$924
FNWA
356
Financial Network Wealth Advisors
Utah
$865
CMA
357
Cedar Mountain Advisors
Oregon
$849
VWM
358
Vermillion Wealth Management
Minnesota
$773
MA
359
Montag & Associates
Georgia
$650
WA
360
Westfuller Advisors
New York
$627
RWS
361
Retirement Wealth Solutions
Wisconsin
$525
NSIM
362
North Star Investment Management
Illinois
$499
HFS
363
Hughes Financial Services
Virginia
$442
CFD
364
Creative Financial Designs
Indiana
$375
SS
365
SBI Securities
Japan
$325
TFA
366
Transamerica Financial Advisors
Florida
$225
EWM
367
Evermay Wealth Management
Virginia
$125
PWAM
368
Private Wealth Asset Management
Iowa
$125
AWM
369
Abound Wealth Management
Tennessee
$125
JWA
370
JFS Wealth Advisors
Pennsylvania
$50
HIA
371
HFM Investment Advisors
New Jersey
$50
BHWM
372
Bay Harbor Wealth Management
Maryland
$49
William Blair Investment Management
373
William Blair Investment Management
Illinois
TI
374
Trexquant Investment
Connecticut
Assenagon Asset Management
375
Assenagon Asset Management
Luxembourg