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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 %
RIL
351
Rothschild Investment LLC
Illinois
$4.34K +$3.15K +105 +263%
CTWM
352
Cherry Tree Wealth Management
Minnesota
$4.22K +$4.22K +141 New
SSG
353
Summit Securities Group
New York
$4.22K +$4.22K +141 New
LFG
354
Larson Financial Group
Missouri
$3.95K – – –
RIA
355
Realta Investment Advisors
Delaware
$3.65K -$7.19K -240 -66%
WSFS
356
Wilmington Savings Fund Society
Delaware
$3.53K – – –
VWWMG
357
Vermillion & White Wealth Management Group
Pennsylvania
$3.12K +$3.12K +104 New
CIA
358
Cape Investment Advisory
Georgia
$3.03K – – –
OP
359
ORG Partners
Indiana
$2.98K +$2.98K +100 New
Mitsubishi UFJ Asset Management
360
Mitsubishi UFJ Asset Management
Japan
$2.94K – – –
MAM
361
Meeder Asset Management
Ohio
$2.52K +$2.52K +84 New
AF
362
Allworth Financial
California
$2.46K -$2.11K -91 -46%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$2.4K – – –
SO
364
Sierra Ocean
California
$2.22K +$1.08K +36 +95%
HWM
365
Hemington Wealth Management
Virginia
$2K -$289 -11 -13%
HFS
366
Hantz Financial Services
Michigan
$2K +$2K +75 New
AF
367
Advisornet Financial
Minnesota
$1.74K – – –
CA
368
Continuum Advisory
Idaho
$1.71K +$1.71K +57 New
QC
369
Quent Capital
New York
$1.63K – – –
BFS
370
Bare Financial Services
Pennsylvania
$1.62K +$1.62K +54 New
JWA
371
JFS Wealth Advisors
Pennsylvania
$1.59K -$1.41K -47 -47%
SIS
372
Sound Income Strategies
Florida
$1.52K +$1.52K +51 New
TPCW
373
TD Private Client Wealth
New York
$1.41K +$1.41K +47 New
CFD
374
Creative Financial Designs
Indiana
$1.23K +$359 +12 +41%
FNWA
375
Financial Network Wealth Advisors
Utah
$1.11K +$1.11K +37 New
13 14
15
16 17