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SM Energy

365 hedge funds and large institutions have $2.83B invested in SM Energy in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-34
Holders Change %
-8.52%
% of All Funds
4.89%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
166
Reduced
126
Closed
66
Calls
$41.7M
Puts
$21.1M
Net Calls
+$20.6M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Shares
Change %
FNWA
351
Financial Network Wealth Advisors
Utah
$923
CT
352
Clearstead Trust
Maine
$915 +$915 +37 New
VWM
353
Vermillion Wealth Management
Minnesota
$759 +$24 +1 +3%
QL
354
Quarry LP
New York
$544 -$3.59K -145 -87%
RAM
355
Riggs Asset Management
Pennsylvania
$470 +$470 +19 New
CFD
356
Creative Financial Designs
Indiana
$371 -$643 -26 -63%
SS
357
SBI Securities
Japan
$272 +$272 +11 New
NC
358
NewSquare Capital
Pennsylvania
$173 +$173 +7 New
PWAM
359
Private Wealth Asset Management
Iowa
$124
AWM
360
Abound Wealth Management
Tennessee
$124
EWM
361
Evermay Wealth Management
Virginia
$124 +$124 +5 New
JWA
362
JFS Wealth Advisors
Pennsylvania
$75 -$1.25K -50 -94%
HIA
363
HFM Investment Advisors
New Jersey
$74 +$49 +2 +200%
BHWM
364
Bay Harbor Wealth Management
Maryland
$24 -$24 -1 -50%
CCM
365
Channing Capital Management
Illinois
-$46.7M -1,558,569 Closed
MF
366
Magnetar Financial
Illinois
-$10.4M -346,986 Closed
CIA
367
Corigliano Investment Advisers
North Carolina
-$9.85M -328,983 Closed
JG
368
Jain Global
New York
-$7.27M -242,750 Closed
ECM
369
ExodusPoint Capital Management
New York
-$6.34M -211,719 Closed
JAM
370
Jupiter Asset Management
United Kingdom
-$5.97M -199,362 Closed
Allspring Global Investments
371
Allspring Global Investments
North Carolina
-$4.82M -161,825 Closed
Focus Partners Wealth
372
Focus Partners Wealth
Massachusetts
-$3.13M -104,654 Closed
TC
373
TownSquare Capital
Utah
-$3.12M -104,202 Closed
HA
374
Homestead Advisers
Virginia
-$2.96M -98,900 Closed
BMCM
375
Black Maple Capital Management
Wisconsin
-$2.44M -81,600 Closed